纺织服饰行业：纺织服装与轻工行业数据周报8.8-8.14

[Table_IndustryAndDate] 证券研究报告 | 投资策略周报 | 纺织服饰 | 2026/08/16 [Table_Title] 纺织服饰行业 纺织服装与轻工行业数据周报 8.8-8.14 [Table_Invest] 行业评级 买入 前次评级 买入 [Table_Summary] HKHH 123 Wind8.8-8.141.31%2.48%SW1.58%319SW1.46%3110 Wind20267+6.39%+8.49%+7.33%+2.72%USDA2026/202782.45%2025/202687.21%2026/202756.69%2025/202663.13%Wind20261-71.6%20261-6CPI0.9%Wind202681428.00/75.00% iFinD8.8-8.1430+4.13%813，+0.65%/-0.42%+1.55%/+0.20%+0.53%-0.50%/。 [Table_PicQuote] 糜韩杰 SAC 执证号：S0260516020001 SFCCENo.BPH764 mihanjie@gf.com.cn 曹倩雯 SAC 执证号：S0260520110002 SFCCENo.BWW545 caoqianwen@gf.com.cn 左琴琴 SAC 执证号：S0260521050001 SFCCENo.BSE791 zuoqinqin@gf.com.cn 李悦瑜 SAC 执证号：S0260524120002 liyueyu@gf.com.cn 董建芳 SAC 执证号：S0260525060002 dongjianfang@gf.com.cn 钟泽宇 SAC 执证号：S0260526020002 zhongzeyu@gf.com.cn 请注意，李悦瑜,董建芳,钟泽宇并非香港证券及期货事务监察委员会的注册持牌人，不可在香港从事受监管活动。 -20%-12%-4%4%12%20%08/2510/2501/2603/2606/2608/26300 | [Table_impcom] EPS PEx EV/EBITDAx ROE% / 2026E 2027E 2026E 2027E 2026E 2027E 2026E 2027E Wind 603889.SH CNY 5.54 2026/06/02 8.75 0.62 0.73 8.94 7.59 5.00 4.40 14.10 15.30 605189.SH CNY 15.75 2026/07/15 19.72 1.10 0.80 14.32 19.69 8.10 9.00 12.10 8.30 601339.SH CNY 8.08 2026/07/12 8.93 0.69 0.82 11.71 9.85 7.52 6.47 10.50 12.50 002003.SZ CNY 10.21 2026/04/19 11.50 0.57 0.67 17.91 15.24 10.03 8.95 14.80 17.00 300979.SZ CNY 34.23 2026/04/15 54.67 3.04 3.43 11.26 9.98 6.84 6.14 19.60 21.00 002154.SZ CNY 4.10 2026/08/07 5.17 0.34 0.40 12.06 10.25 5.16 4.76 10.30 11.20 002832.SZ CNY 24.62 2026/06/16 24.23 1.21 1.41 20.35 17.46 10.41 9.48 12.40 14.00 603808.SH CNY 8.05 2026/05/10 12.20 0.61 0.73 13.20 11.03 3.94 3.64 8.10 9.20 002293.SZ CNY 11.20 2026/06/14 13.40 0.74 0.89 15.14 12.58 8.97 7.85 14.80 17.60 603365.SH CNY 17.68 2026/04/27 28.43 1.78 2.03 9.93 8.71 9.24 7.97 14.20 15.30 002327.SZ CNY 6.51 2026/07/02 8.09 0.48 0.56 13.56 11.62 7.83 6.96 10.70 12.50 002780.SZ CNY 13.08 2026/07/19 16.74 0.56 0.78 23.36 16.77 8.76 7.36 10.50 12.80 002563.SZ CNY 6.01 2026/04/05 6.31 0.39 0.44 15.41 13.66 6.45 5.97 9.10 10.00 600398.SH CNY 6.05 2026/03/28 9.06 0.50 0.56 12.10 10.80 5.49 4.96 13.00 14.40 603518.SH CNY 7.93 2026/04/28 13.15 0.88 1.08 9.01 7.34 3.42 3.08 7.70 8.90 02313.HK HKD 42.80 2026/04/01 71.01 4.17 4.55 8.88 8.14 6.20 5.73 15.70 16.00 02232.HK HKD 6.64 2026/06/13 8.45 0.09 0.10 63.91 57.52 6.04 5.41 15.10 16.30 03998.HK HKD 4.73 2026/06/28 5.08 0.34 0.37 12.04 11.07 9.87 7.36 21.90 22.50 03306.HK HKD 20.06 2026/03/02 24.67 1.82 1.97 9.54 8.81 5.19 4.90 34.00 33.80 002078.SZ CNY 13.75 2026/04/29 16.22 1.35 1.49 10.19 9.23 4.81 4.69 11.30 11.40 002831.SZ CNY 28.53 2026/07/21 37.26 1.86 2.18 15.34 13.09 11.90 10.76 13.40 14.70 001328.SZ CNY 30.66 2026/04/26 38.50 1.28 1.54 23.95 19.91 20.30 17.03 14.30 16.60 003006.SZ CNY 14.18 2026/05/31 22.79 0.91 1.09 15.58 13.01 11.45 9.69 25.90 29.20 | ..