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2005年中国纺织工业将进入无配额时代,整个纺织品与服装出口市场将有望迎来出口高潮。为此,纺织行业厉兵秣马各做准备,部分子行业已经提前进入繁荣期;在行业出口高速增长等因素的驱动下,上游的纺织机械行业增幅最大,但涨势开始回落;中游纺织业内各子行业收入与利润增长率出现分化,其中的棉纺业受原料价格回落等利好因素影响,将进入收益回升阶段;下游的纺织品、服装企业业绩也将出现分化,行业投资建议上游的纺机行业和中游的原材料生产企业已经进入收获阶段,绩优企业可作为短期投资目标。积极关注下游企业未来发展趋势,各子行业龙头企业可作为未来的投资对象。
In 2005, China’s textile industry will enter a non-quota era, and the entire textile and apparel export market is expected to usher in an export boom. For this reason, the textile industry has made every effort to prepare and advance, and some sub-sectors have entered a prosperous period ahead of time; driven by factors such as high export growth, the upstream textile machinery industry has experienced the largest increase, but the growth rate has begun to decline; various sub-sectors in the textile industry in the midstream Divided income and profit growth rate, among which the cotton spinning industry is affected by favorable factors such as falling raw material prices and will enter the recovery stage of earnings; the performance of downstream textile and apparel companies will also be divided, and the industry investment proposal will be in the upstream of the textile machinery industry and the middle reaches of the Raw material production enterprises have entered the harvest stage, and the blue-chip companies can serve as short-term investment targets. Actively concerned about the future development trend of downstream companies, leading companies in various sub-industries can be used as future investment targets.