Textile And Clothing: Re Talk About The Impact Of Epidemic On Textile And Garment Industry

The way of online selection and offline distribution is expected to offset the negative impact of some epidemic situations to a certain extent. In this epidemic, many garment home textile listed companies regard social networking and online business as the primary means of self-help. Through the introduction of online membership, WeChat spike, small program distribution and alternate broadcast in different regions, the contacts and sales between salesmen and consumers have been achieved, and achieved good results. Moreover, we believe that after the end of the epidemic, the full channel operation accelerated during the epidemic will have a more significant effect.

Investment advice: first of all, it is recommended to focus on non-woven tap with melt spray cloth capacity. Secondly, the performance of Listed Companies in textile manufacturing industry is higher this year. It is suggested that we should pay attention to our group (603558), domestic cotton socks and seamless clothing manufacturers. Third, many brands use the electricity supplier as a self rescue channel during the epidemic period. Therefore, the electricity supplier is expected to benefit from the operation company. It is suggested that we should pay attention to the positive fashion (603839), and the company's 70% stake in the company is the leading provider of electricity generation for the mother and infant and pet food businesses. Finally, after the end of the epidemic, the early high boom sub industry is expected to rebound. It is suggested that the golf dress leader should be concerned with the 002832.

Risk warning. Textile manufacturing industry is affected by the epidemic, and the risk of downgrading orders is greatly reduced.