The Two Sessions Will Further Stimulate Consumption Clothing Consumption And Improve Textile Exports.
Galaxy Securities pointed out that the impact of domestic and foreign epidemic, textile and apparel boom has dropped sharply. The optional consumption of clothing is greatly affected by the epidemic. 2020, warm winter + Spring Festival ahead of schedule + epidemic impact, Q2 industry boom is expected to continue downward.
In terms of configuration, short-term focus on the new economy + masks, the performance of high elastic standards, long-term layout of the white horse stocks. Continue to recommend Semir apparel, Kai Run shares.
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