关注行业格局较好短期内需求恢复较好的男装行业：纺织制造推荐客户倪质、份颜提升、产能布局稳健的纺织制造龙头华利集团、中洲国际等。表1：重点公司盈利预测与估值EPS(元)PE简称PB2022A2023E2024E2025E2022A2023E2024E2025E索菲亚1.171.531.792.1114.9411.429.778.282.75推荐志邦家居1.762.102.543.0118.4015.4212.7510.763.58推荐欧派家居4.415.126.047.1221.3918.4215.6213.253.63推荐1.802.603.153.7918.3212.6810.478.701.99推荐瑞尔特0.510.580.720.8420.7118.2114.6712.572.07推荐顾家家居2.202.613.053.5517.1714.4712.3810.643.53推荐家联科技1.491.141.381.6511.7615.3712.7010.622.23推荐喜临门0.621.952.392.9241.0613.0610.658.722.79推荐太阳纸业1.011.101.281.4310.639.768.397.511.29推荐晨鸣纸业0.060.410.710.8381.5011.936.895.890.80推荐仙鹤股份1.011.562.062.4921.0613.6310.338.542.23推荐裕同科技1.601.772.192.6615.7314.2211.499.462.22推荐比音勒芬1.271.682.082.5327.3220.6516.6813.724.89报喜鸟0.310.420.500.5917.6813.0510.969.292.05太平鸟0.391.441.722.0264.1817.3814.5512.392.942.803.484.204.9529.3923.6519.6016.635.84强烈推荐李宁1.551.832.152.5127.8723.6120.0917.214.05强烈推荐特步国际0.350.440.550.6623.1418.4114.7312.272.26华利集团2.772.893.494.0317.8717.1314.1912.294.31推荐中洲国际3.043.353.994.9825.2322.9019.2215.403.24强烈推荐台华新材0.310.570.750.9334.6518.8414.3211.552.46推荐