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2005年配额取消和棉价低企为行业发展提供了机遇,人民币升值和限制纺织品出口的各类措施又形成对行业的挑战。目前判断机遇大于挑战。预计2005年纺织行业销售收入和出口额将增长25%左右,实现利润增长15%以上;面料行业相对看好,从产业链看纺织板块分为纤维、面料、服装3类公司,其中面料行业主要依靠设备技术竞争,行业壁垒较高,销售约束较弱,因此前景看好;优势公司获益较大,看好的公司:鲁泰、凯诺科技、金鹰股份、红豆股份、美欣达、凤竹纺织等。
The cancellation of quotas and the low cotton prices in 2005 provided opportunities for the development of the industry. The various measures for the appreciation of the renminbi and restrictions on textile exports have again created challenges for the industry. The current judgment is greater than the challenge. It is expected that in 2005 the textile industry’s sales revenue and exports will increase by about 25%, and profits will increase by more than 15%. The fabric industry is relatively optimistic. From the perspective of the industry chain, the textile sector is divided into three categories: fiber, fabric, and apparel, of which the fabric industry mainly relies on Equipment technology competition, high barriers to industry, weak sales constraints, so the prospects are good; advantageous companies benefit more, promising companies: Lu Tai, Keno Technology, Golden Eagle, Red Bean Co., Ltd., Meixin Da, Phoenix Bamboo Textile, etc. .