作者:乙陵卓 来源:原创 时间:2026-08-26 阅读:3272 次

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创业板指半日跌超1% 零售板块逆市领涨_标的_结构_我的网站

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原标题:创业板指半日跌超1% 零售板块逆市领涨受外围影响,三大指数开盘均跌超1%,沪指随后小幅回升,深成指弱势徘徊,创业板指跌幅则有所扩大。截至午间收盘,上证指数跌1.02%,报3230.49点。深证成指跌1.50%,报11745.14点。    By Mir Afroz Zaman
Dhaka, Oct 16 (UNI) Bangladesh and India do not compete with each other in the international market for export in the garment sector but complement each other, said Faruque Hassan, President of the Bangladesh Garment Manufacturers and Exporters Association (BGMEA).
Addressing media in Dhaka on Sunday, to announce the holding of the first ever branding event for apparel sector named ‘Made in Bangladesh Week’ between November 12-18, Faruque Hassan said exports from Bangladesh to other countries also boosts export from India as many of the inputs are sourced from India.
Faruque Hassan said the export of Ready Made Garments (RMG) showed almost 99 percent growth in the first two months of the current financial year in July and August. He said the RMG sector export to India is likely to cross USD 1 billion in the current financial year compared to USD 764 million last year. The BGMEA President said it is a win-win situation for both the countries as they cooperate in design development and value addition. He announced that BGMEA will soon take up events to promote ‘Brand Bangladesh’ for the apparel sector in India.
Faruque Hassan announced that during the ‘Made in Bangladesh Week’ next month, the apparel Industry of the country will showcase the groundbreaking innovations and compliance and sustainable developments of the RMG sector in the world market. The week-long event will showcase 17 physical events comprising summits, expositions, Photo-exhibition, conferences, fashion innovation among other events. The event is planned to be inaugurated by Prime Minister Sheikh Hasina on November 13.
Outlining the challenges for the RMG sector post 2026 when Bangladesh graduates from the LDC status, Faruque Hassan said it has initiated dialogues with major buyers like the European Union, Australia, UK and others to continue the preferential treatment for Bangladesh RMG products beyond 2026. Also, Bangladesh is diversifying its export basket into emerging markets whose share in total RMG sector export has gone up from 6.8 percent in 2009 to over 17 percent in the current financial year.
Bangladesh has also been working to diversify from natural yarns to synthetic yarns and its product basket from basic 5 RMG products which constitutes 82 percent of all its exports to more fashion oriented products. Bangladesh is also exploring the possibility of online sale of RMG products internationally in line with similar other ventures in the world. BGMEA President said Bangladesh is confident to achieve the export goal of USD 100 billion by the year 2030.
The Ready Made Garment export from Bangladesh was USD 42.6 billion in the year 2021-22. The exports from the RMG and textile sector contribute over 87 percent of the total exports from Bangladesh. Close to 10 million families are employed directly or indirectly in the RMG sector out of which 60 per cent are women.
UNI MAZ SY SHK1927。创业板指跌2.01%,报2499.35点。沪深两市所有交易个股涨跌比为681:4155,两市涨停31家,跌停3家。个股方面,目前涨停股部分如下:中百集团(10.07%)、浙江永强(10.08%)、锦州港(10.03%)、中远海特(10.00%)、美邦服饰(9.83%)。

B | 从盘面上看,行业板块大部分下跌。

C | 零售、燃气、港口航运板块领涨,化学原料、电力、汽车服务等领跌。

D | 燃气方面,24种产品价格上涨,26种下降。

E | 其中,液化石油气(LPG)比上期上涨3%。美国通胀及利率对A股是次要矛盾,A股市场自7月以来的结构市回摆,震荡下行,仍在继续。交易结构失衡得到修正后的短期企稳属于反弹性质,市场结构偏向均衡,但主线不清晰。结构市的回摆期,至少回吐50%的涨幅,挑选个股盈利的概率不超过20%。本轮周期,中国与美国经济与市场完全不同步,A股的核心矛盾不是担心估值下杀,而是景气稀缺。

F | 海外衰退预期上升对出口依赖型公司的盈利预测带来影响,而其它景气维持类资产在国内乃至全球资产中的稀缺性将进一步上升。

G | 在投资策略上,首选“高景气赛道、军品占比高、业绩增速快”的标的,次选“估值低分位,边际变化大”的标的,同时重点关注国改受益标的。

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