纺织服装行业投资策略报告：行业增速放缓，关注龙头投资价值.docx

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1、目录12018年行情回顾.-5-1.1行业行情追踪............................................................................................-5-1.2板块估值水平追踪....................................................................................-5-1.3重点公司回顾.........................

2、...................................................................-6-1.3.1行情回顾....................................................................................................-6-1.3.2财务数据分析...........................................................

3、.................................-6-1.4主要数据追踪............................................................................................-7-2品牌服装....................................................................................................-9-2.1男

4、装..........................................................................................................-12-2.1.1重点公司：海澜之家..............................................................................-13-2.2童装........................................

5、..................................................................-16-2.2.1重点公司：森马服饰..............................................................................-18-2.3高端女装...............................................................................

6、...................-19-2.3.1重点公司：歌力思..................................................................................-21-2.4家纺..........................................................................................................-23-2.4.1重点公司：罗莱生活.

7、.............................................................................-26-3纺织制造..................................................................................................-29-3.1中国纺织出口大国地位不动摇................................................

8、..............-29-3.2龙头企业积极加大产能扩张投资..........................................................-30-3.3重点公司：华孚时尚..............................................................................-30-4重点公司估值......................................