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Ping An Securities: Clothing brands may usher in a new round of market trends before the festival. Focus on two investment themes.
Based on the optional Consumer repair logic, Apparel Manufacturing and export-related companies may迎来 opportunities.
Huali Group (300979.SZ): Currently, no information has been received from customers regarding Order adjustments due to the wildfires in Los Angeles, USA.
Glory Financial announced on January 17 that the Huali Group (300979.SZ) stated on the investor interaction platform that the company has not received any information from customers regarding adjustments to Orders due to the wildfires in Los Angeles, USA.
Guosen: In the fourth quarter, the growth rate of brand consumption stabilized, and Textile Manufacturing continued to show high prosperity.
In January, the Spring Festival holiday is anticipated to arrive early, likely further stimulating the demand for Outfits.
HAITONG SEC Textile Outfits Industry 2025 Annual Strategy Report: Steady Progress and Long-term Vision, Seizing Structural Opportunities.
Since 2024, the willingness to replenish inventory downstream has been good, coupled with a lower base from the same period last year, resulting in significant improvements in revenue. Along with an increase in orders and a continuous rise in capacity utilization, the profit elasticity continues to be released.
Huali Industrial Group Company Limited's (SZSE:300979) Low P/E No Reason For Excitement
Ping An Securities Light Industry and Textile Clothing 2025 strategy: Focus on the dual main lines of valuation bottoms in sports and outdoor as well as home furnishings.
The current valuation of the textile Outfits Sector is in a low oscillation period, and the market has fully priced in the pessimistic expectations for downstream; the light industry Sector's valuation is recovering positively, and the valuation is expected to maintain an upward trend.
Why Investors Shouldn't Be Surprised By Huali Industrial Group Company Limited's (SZSE:300979) Low P/E
