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港股異動丨互太紡織(1382.HK)領漲紡織品股 多重利好疊加 機構看好
格隆匯 10-21 15:42
格隆匯10月21日丨近日表現活躍的紡織股再度隨大盤走強,互太紡織漲逾5%領漲,天虹紡織漲2.41%。9月出口數據、黃金週國內消費數據,都顯示紡織服裝板塊確定性回暖的跡象。而媒體關於印度等東南亞國家訂單轉移至國內的報道,更是點燃了市場炒作的熱情。有分析指出,印度紡織訂單轉至國內生產,“十一”雙節相逢促銷到位,婚慶市場爆發,行業上下游需求全面復甦等多重因素共振促進紡織服裝板塊上漲。華西證券表示,棉紡針織產業鏈恢復最快,天虹紡織將充分受益。花旗發表報告表示,隨主要歐美客户於6月重新營業後,互太紡織(1382.HK)於8至9月份訂單出現穩定復甦,以及毛利率有改善,因此上調其2021至2023年度盈利預測6%至10%,目標價由6.2港元升至7港元。維持其“買入”評級。

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