李宁涨超5%，机构预计纺织服装板块下半年将逐步迎需求拐点

智通财经2023-07-28

7月28日，李宁(02331)涨超5%，截止发稿涨5.45%，报45.45港元，成交额6.58亿港元。国信证券发布研报称，上半年品牌消费景气复苏、纺织制造业绩触底，下半年预期环比好转。1)品牌服饰：年初至今板块上涨9%，低估值+消费回暖预期+业绩兑现，演绎出较强的走势，继续看好下半年基本面催化，销售增长逐月加速，尤其四季度具备较大弹性。2)纺织制造：年初至今板块上涨3.7%，品牌去库砍单+业绩预期...

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