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港股異動 | 服裝板塊大漲,中國動向(3818.HK)漲逾12%
格隆匯6月18日丨服裝板塊大漲,捷隆控股(1425.HK)漲14.5%、中國動向(3818.HK)漲12.17%,波司登(3998.HK)、安踏(2020.HK)漲6%。國信證券指,短期看,紡織服裝行業多數重點公司一季度至今基本面表現良好,消費旺季疊加國貨熱情助推消費端企業呈現出色表現,供應企業訂單亦充足。長期看,我國紡織服裝行業在市場端具有全球領先的活力,供應鏈也具有全球領先的效率,行業競爭激烈但空間亦廣闊,持續看好品牌力、產品力領先,經營效率與健康度領先的優質企業。港股重點推薦申洲國際、安踏體育、李寧、滔搏、特步國際。

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