每經AI快(kuai)訊，廣發證券研報指出(chu)，上游紡(fang)織制(zhi)造板(ban)塊，短(duan)期(qi)建(jian)議關注(zhu)Q3業(ye)(ye)績(ji)有望(wang)超(chao)預期(qi)的公(gong)(gong)司；中期(qi)建(jian)議關注(zhu)受益(yi)羊毛價格大(da)漲(zhang)、庫存(cun)升值，且(qie)下游訂單回暖的公(gong)(gong)司；長期(qi)建(jian)議關注(zhu)板(ban)塊內(nei)龍(long)頭公(gong)(gong)司，行(xing)業(ye)(ye)集中度有望(wang)進一步(bu)提(ti)升，看(kan)好其長期(qi)業(ye)(ye)績(ji)有望(wang)保持穩健增長。下游服裝家紡(fang)板(ban)塊，首先，建(jian)議關注(zhu)Q3業(ye)(ye)績(ji)有望(wang)超(chao)預期(qi)的家紡(fang)龍(long)頭等，其次，建(jian)議關注(zhu)傳(chuan)統主業(ye)(ye)回暖，新消費業(ye)(ye)務高增長且(qie)未來(lai)發展空間大(da)的公(gong)(gong)司。