印度“老鐵”送來大量訂單 紡織板塊5日連漲逾230%！
在A股今日市場表現平淡，板塊跌多漲少的情況下，紡織製造板塊延續漲勢，午後大幅拉昇，領漲大盤。截至收市，板塊內聚傑微纖、新野紡織、百隆東方等3只個股漲停封板，金春股份漲8.4%，華紡股份漲7.9%；航民股份、孚日股份、嘉欣絲綢漲逾5%；華茂股份、聯發股份、新澳股份等多股跟漲。
數據來源：同花順（下同）
港股方面截至收盤，紡織板塊成分股中，天虹紡織漲逾10%，互太紡織漲5.7%。兩隻個股近一週內漲幅累計分別達到25%、19%。
近日，大量印度紡織訂單轉移至中國的消息在市場上流傳，致使紡織板塊行情火熱。對此，商務部外貿易司司長李興乾迴應稱：國際貿易中，跨國公司在全球範圍內調整訂單生產、國際採購商根據生產能力選擇供應商，是再正常不過的市場行為。
隨着疫情影響逐步消除，行業上游產能持續提升、下游終端需求逐步恢復、疊加進入行業外貿旺季、印度、斯里蘭卡等國受疫情嚴重影響，大量訂單流至中國市場等多重因素，紡織製造板塊近日成為市場關注熱點。A股紡織製造行業指數節後開市至今5日連漲逾230%，板塊今日成交金額超過90億元（人民幣，下同)，主力資金流入金額超過32億元。
上半年由於疫情影響，上游紡織製造企業受延遲復工和訂單流失影響，業績出現較大下滑。三季度以來，上游企業復工復產有序進行，產能利用率持續恢復。國外大量訂單的轉移也幫助行業加速回暖。從近期各大上市公司發佈的三季度業績預告來看，在行業景氣度逐步改善的情況下，行業內龍頭公司業績表現出色。
具體來看，穩健醫療三季度預告淨利潤31.37億元，與上年同期淨利潤4.05億元相比，同比大幅上升675%；
金春股份預告淨利潤1.94億元，與上年同期6236.7萬元的淨利潤相比，同比增長超過228%；
欣龍控股三季度預告淨利潤2.15億元，上年同期虧損1121.6萬元。
穩健醫療和金春股份都生產消毒濕巾、口罩等民用和醫用防護品原材料，兩家公司業績上漲的一部分原因，是受疫情影響口罩需求激增、上游原材料價格下跌，毛利率提升所致。
展望行業未來發展趨勢，成本方面，國內棉花價格相對較低，上游防止製造企業原材料優勢明顯；消費需求方面，十一黃金週8天全國零售銷售額同增4.9%。同時國慶期間氣温普降4~5℃，北方地區氣温下降尤其明顯，帶動羽絨服、內衣、家紡等產品熱銷。
即將進入Q4冬裝銷售旺季。外貿方面進入行業旺季，9月主要服裝出口國PMI 均回升至50左右；由於拉尼娜現象影響，我國今年冬天預計大概率為冷冬。疊加今年春節時間延後，冬裝銷售季節拉長，預計終端消費需求全面復甦。可持續關注行業上游防止製造，與下游品牌端優質企業。
但要注意的是，印度訂單轉移至中國為短期因素，後續訂單可能迴流至印度。此外，還存在疫情反覆、終端消費不及預期等風險。
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