附 3：纺织服装行业近一年增持比例超过流通股 1%的个股梳理

<table><tr><td>代码</td><td>名称</td><td>类别</td><td>占流通股比(%)</td></tr><tr><td>002083.SZ</td><td>孚日股份</td><td>实际控制人、员工持股</td><td>2.24</td></tr><tr><td>600398.SH</td><td>海澜之家</td><td>高管</td><td>2.01</td></tr><tr><td>002042.SZ</td><td>华孚色纺</td><td>员工持股</td><td>2.69</td></tr><tr><td>002404.SZ</td><td>嘉欣丝绸</td><td>关联方，同为实际控制人控制</td><td>1.04</td></tr><tr><td>600137.SH</td><td>浪莎股份</td><td>举牌</td><td>5.00</td></tr><tr><td>300005.SZ</td><td>探路者</td><td>员工持股</td><td>1.78</td></tr><tr><td>600177.SH</td><td>雅戈尔</td><td>实际控制人、博睿传媒投资等</td><td>2.66</td></tr><tr><td>600070.SH</td><td>浙江富润</td><td>控股股东，计划未来增持 2%</td><td>0.56</td></tr></table>

数据来源：Wind、东方证券研究所

附 4：国内外重点上市公司估值表

<table><tr><td rowspan="2">股票代码</td><td rowspan="2">公司名称</td><td rowspan="2">评级</td><td rowspan="2">股价
(当地货币)</td><td rowspan="2">总市值(百
万美元)</td><td colspan="4">每股收益</td><td colspan="4">市盈率</td><td rowspan="2">未来三
年复合
增长率</td></tr><tr><td>2015A</td><td>2016E</td><td>2017E</td><td>2018E</td><td>2015A</td><td>2016E</td><td>2017E</td><td>2018E</td></tr><tr><td colspan="14">A 股市场</td></tr><tr><td>002029.SZ</td><td>七匹狼</td><td>增持</td><td>10.62</td><td>1163</td><td>0.36</td><td>0.35</td><td>0.42</td><td>0.50</td><td>30</td><td>30</td><td>26</td><td>21</td><td>10.6%</td></tr><tr><td>002327.SZ</td><td>富安娜</td><td>买入</td><td>9.92</td><td>1250</td><td>0.48</td><td>0.50</td><td>0.54</td><td>0.60</td><td>21</td><td>19</td><td>18</td><td>17</td><td>8.1%</td></tr><tr><td>002293.SZ</td><td>罗莱生活</td><td>买入</td><td>13.18</td><td>1341</td><td>0.59</td><td>0.47</td><td>0.55</td><td>0.63</td><td>22</td><td>28</td><td>24</td><td>21</td><td>4.6%</td></tr><tr><td>300005.SZ</td><td>探路者</td><td>买入</td><td>14.05</td><td>1210</td><td>0.44</td><td>0.34</td><td>0.40</td><td>0.45</td><td>32</td><td>39</td><td>35</td><td>31</td><td>0.9%</td></tr><tr><td>000726.SZ</td><td>鲁泰 A</td><td>买入</td><td>12.92</td><td>1483</td><td>0.75</td><td>0.85</td><td>0.97</td><td>1.09</td><td>17</td><td>15</td><td>13</td><td>12</td><td>12.1%</td></tr><tr><td>002003.SZ</td><td>伟星股份</td><td>增持</td><td>15.06</td><td>979</td><td>0.55</td><td>0.69</td><td>0.83</td><td>0.96</td><td>27</td><td>20</td><td>18</td><td>16</td><td>20.0%</td></tr><tr><td>601566.SH</td><td>九牧王</td><td>增持</td><td>17.13</td><td>1427</td><td>0.70</td><td>0.73</td><td>0.77</td><td>0.83</td><td>24</td><td>23</td><td>22</td><td>21</td><td>5.5%</td></tr><tr><td>002612.SZ</td><td>朗姿股份</td><td>增持</td><td>17.30</td><td>1003</td><td>0.19</td><td>0.41</td><td>0.52</td><td>0.64</td><td>91</td><td>43</td><td>33</td><td>27</td><td>19.2%</td></tr><tr><td>603001.SH</td><td>奥康国际</td><td>买入</td><td>22.51</td><td>1308</td><td>0.98</td><td>0.94</td><td>1.10</td><td>1.27</td><td>23</td><td>24</td><td>20</td><td>18</td><td>7.8%</td></tr><tr><td>600315.SH</td><td>上海家化</td><td>增持</td><td>29.64</td><td>2893</td><td>3.28</td><td>0.32</td><td>0.62</td><td>0.76</td><td>9</td><td>93</td><td>48</td><td>39</td><td>-27.3%</td></tr><tr><td>002563.SZ</td><td>森马服饰</td><td>买入</td><td>9.89</td><td>3863</td><td>0.50</td><td>0.53</td><td>0.59</td><td>0.69</td><td>20</td><td>19</td><td>17</td><td>14</td><td>21.0%</td></tr><tr><td>600439.SH</td><td>瑞贝卡</td><td>增持</td><td>7.87</td><td>1076</td><td>0.15</td><td>0.18</td><td>0.21</td><td>0.23</td><td>52</td><td>44</td><td>37</td><td>34</td><td>12.9%</td></tr><tr><td>600398.SH</td><td>海澜之家</td><td>买入</td><td>10.51</td><td>6845</td><td>0.66</td><td>0.70</td><td>0.77</td><td>0.86</td><td>16</td><td>14</td><td>13</td><td>12</td><td>16.1%</td></tr><tr><td>002640.SZ</td><td>跨境通</td><td>买入</td><td>17.14</td><td>3557</td><td>0.12</td><td>0.29</td><td>0.55</td><td>0.89</td><td>143</td><td>55</td><td>30</td><td>18</td><td>94.9%</td></tr><tr><td>603555.SH</td><td>贵人鸟</td><td>买入</td><td>-</td><td>-</td><td>0.54</td><td>0.53</td><td>0.58</td><td>0.63</td><td>-</td><td>-</td><td>-</td><td>-</td><td>5.4%</td></tr><tr><td>600612.SH</td><td>老凤祥</td><td>买入</td><td>39.90</td><td>2572</td><td>2.14</td><td>2.17</td><td>2.36</td><td>2.58</td><td>19</td><td>18</td><td>17</td><td>15</td><td>6.4%</td></tr><tr><td>002127.SZ</td><td>南极电商</td><td>增持</td><td>11.70</td><td>2609</td><td>0.41</td><td>0.20</td><td>0.32</td><td>0.49</td><td>59</td><td>37</td><td>24</td><td>24</td><td>59.5%</td></tr><tr><td>603808.SH</td><td>歌力思</td><td>买入</td><td>31.31</td><td>1127</td><td>0.64</td><td>0.69</td><td>1.07</td><td>1.30</td><td>45</td><td>29</td><td>24</td><td>24</td><td>26.3%</td></tr><tr><td>002083.SZ</td><td>孚日股份</td><td>买入</td><td>7.12</td><td>937</td><td>0.34</td><td>0.41</td><td>0.47</td><td>0.54</td><td>17</td><td>15</td><td>13</td><td>13</td><td>14.1%</td></tr></table>

<table><tr><td>002763.SZ</td><td>汇洁股份   增持</td><td>30.92</td><td>968</td><td>0.77</td><td>0.85</td><td>0.93</td><td>1.08</td><td>36</td><td>34</td><td>28</td><td>28</td><td>12.3%</td></tr><tr><td>603877.SH</td><td>太平鸟   增持</td><td>36.04</td><td>2482</td><td>1.28</td><td>0.99</td><td>1.16</td><td>1.34</td><td>36</td><td>31</td><td>27</td><td>27</td><td>5.9%</td></tr><tr><td colspan="13">香港市场</td></tr><tr><td>0210.HK</td><td>达芙妮国
-
际</td><td>0.78</td><td>166</td><td>-0.50</td><td>-0.06</td><td>0.01</td><td>0.00</td><td>-</td><td>-</td><td>130</td><td>-</td><td>-</td></tr><tr><td>0321.HK</td><td>德永佳集
-
团</td><td>5.25</td><td>934</td><td>0.76</td><td>0.42</td><td>0.45</td><td>0.48</td><td>7</td><td>12</td><td>12</td><td>11</td><td>-14.5%</td></tr><tr><td>0330.HK</td><td>思捷环球   -</td><td>6.30</td><td>1576</td><td>0.01</td><td>0.03</td><td>0.16</td><td>0.26</td><td>39</td><td>217</td><td>39</td><td>24</td><td>190.9%</td></tr><tr><td>0551.HK</td><td>裕元集团   -</td><td>31.20</td><td>6621</td><td>2.52</td><td>2.61</td><td>2.76</td><td>2.88</td><td>12</td><td>12</td><td>11</td><td>11</td><td>4.1%</td></tr><tr><td>0589.HK</td><td>宝姿     -</td><td>3.04</td><td>217</td><td>0.08</td><td>-</td><td>-</td><td>-</td><td>36</td><td>-</td><td>-</td><td>-</td><td>-</td></tr><tr><td>0891.HK</td><td>利邦     -</td><td>0.57</td><td>128</td><td>-0.25</td><td>-0.11</td><td>-0.08</td><td>-0.03</td><td>-</td><td>-</td><td>-</td><td>-</td><td>-</td></tr><tr><td>1234.HK</td><td>中国利郎    -</td><td>5.15</td><td>801</td><td>0.52</td><td>0.50</td><td>0.52</td><td>0.56</td><td>10</td><td>10</td><td>10</td><td>9</td><td>3.6%</td></tr><tr><td>1361.HK</td><td>361 度    -</td><td>2.86</td><td>761</td><td>0.23</td><td>0.32</td><td>0.36</td><td>0.41</td><td>13</td><td>9</td><td>8</td><td>7</td><td>22.8%</td></tr><tr><td>1368.HK</td><td>特步国际   -</td><td>3.23</td><td>923</td><td>0.28</td><td>0.36</td><td>0.39</td><td>0.42</td><td>12</td><td>9</td><td>8</td><td>8</td><td>16.5%</td></tr><tr><td>1836.HK</td><td>九兴控股   -</td><td>12.98</td><td>1327</td><td>0.80</td><td>0.86</td><td>0.99</td><td>1.06</td><td>16</td><td>15</td><td>13</td><td>12</td><td>10.9%</td></tr><tr><td>1880.HK</td><td>百丽国际   -</td><td>4.98</td><td>5406</td><td>0.44</td><td>0.45</td><td>0.45</td><td>0.46</td><td>14</td><td>11</td><td>11</td><td>11</td><td>4.8%</td></tr><tr><td>1968.HK</td><td>匹克体育   -</td><td>-</td><td>-</td><td>0.22</td><td>0.20</td><td>0.22</td><td>0.23</td><td>-</td><td>-</td><td>-</td><td>-</td><td>6.7%</td></tr><tr><td>2020.HK</td><td>安踏体育   -</td><td>22.10</td><td>7615</td><td>1.11</td><td>1.25</td><td>1.45</td><td>1.66</td><td>21</td><td>18</td><td>15</td><td>13</td><td>16.1%</td></tr><tr><td>2313.HK</td><td>申洲国际    -</td><td>50.40</td><td>9074</td><td>2.47</td><td>2.75</td><td>3.22</td><td>3.71</td><td>21</td><td>18</td><td>16</td><td>14</td><td>18.3%</td></tr><tr><td>2331.HK</td><td>李宁     -</td><td>4.66</td><td>1304</td><td>0.34</td><td>0.25</td><td>0.37</td><td>0.45</td><td>50</td><td>18</td><td>13</td><td>10</td><td>13.4%</td></tr><tr><td>2698.HK</td><td>魏桥纺织   -</td><td>5.58</td><td>858</td><td>1.01</td><td>-</td><td>-</td><td>-</td><td>6</td><td>-</td><td>-</td><td>-</td><td>-</td></tr><tr><td>3818.HK</td><td>中国动向    -</td><td>1.49</td><td>1062</td><td>0.18</td><td>0.15</td><td>0.15</td><td>0.11</td><td>8</td><td>10</td><td>10</td><td>13</td><td>-13.2%</td></tr><tr><td>3998.HK</td><td>波司登    -</td><td>0.67</td><td>921</td><td>0.04</td><td>-</td><td>-</td><td>-</td><td>16</td><td>-</td><td>-</td><td>-</td><td>-</td></tr><tr><td>1910.HK</td><td>新秀丽    -</td><td>28.80</td><td>5238</td><td>1.40</td><td>1.46</td><td>1.71</td><td>1.91</td><td>21</td><td>20</td><td>17</td><td>15</td><td>10.8%</td></tr><tr><td>1913.HK</td><td>普拉达    -</td><td>34.70</td><td>11427</td><td>1.10</td><td>0.96</td><td>1.12</td><td>1.25</td><td>32</td><td>37</td><td>31</td><td>28</td><td>5.3%</td></tr><tr><td colspan="13">海外市场</td></tr><tr><td>MC.PA</td><td>LVMH Moet Hennessy</td><td>206.65</td><td>111411</td><td>7.92</td><td>9.14</td><td>10.06</td><td>10.85</td><td>20</td><td>23</td><td>21</td><td>19</td><td>11.3%</td></tr><tr><td>RMS.PA</td><td>Hermes</td><td>447.10</td><td>50183</td><td>10.42</td><td>11.42</td><td>12.41</td><td>13.48</td><td>33</td><td>39</td><td>36</td><td>33</td><td>9.4%</td></tr><tr><td>CDI.PA</td><td>International
Christian Dior</td><td>221.30</td><td>42471</td><td>8.75</td><td>11.10</td><td>12.36</td><td>14.78</td><td>13</td><td>20</td><td>18</td><td>15</td><td>20.2%</td></tr><tr><td>TIF</td><td>Tiffany & Co.</td><td>93.69</td><td>11670</td><td>3.57</td><td>3.97</td><td>4.37</td><td>4.74</td><td>21</td><td>24</td><td>21</td><td>20</td><td>9.2%</td></tr><tr><td>IDX.DE</td><td>Inditex, S.A.</td><td>33.56</td><td>111189</td><td>1.01</td><td>1.18</td><td>1.33</td><td>1.49</td><td>33</td><td>29</td><td>25</td><td>23</td><td>13.8%</td></tr><tr><td>HSMB.SG</td><td>Hennes & Mauritz</td><td>218.50</td><td>40064</td><td>11.26</td><td>12.17</td><td>13.51</td><td>14.81</td><td>26</td><td>18</td><td>16</td><td>15</td><td>9.9%</td></tr><tr><td>NXT.L</td><td>Next PLC</td><td>39.99</td><td>7314</td><td>4.41</td><td>4.04</td><td>3.97</td><td>4.04</td><td>17</td><td>10</td><td>10</td><td>10</td><td>-2.2%</td></tr><tr><td>GPS</td><td>Gap Inc.</td><td>24.05</td><td>9625</td><td>1.69</td><td>1.98</td><td>2.03</td><td>2.08</td><td>15</td><td>12</td><td>12</td><td>12</td><td>5.3%</td></tr><tr><td>LB</td><td>Limited Brands, 
Inc.</td><td>47.85</td><td>13628</td><td>4.04</td><td>3.20</td><td>3.43</td><td>3.91</td><td>24</td><td>15</td><td>14</td><td>12</td><td>-2.1%</td></tr><tr><td>BRBY.L</td><td>Burberry Group PLC</td><td>17.34</td><td>9454</td><td>0.70</td><td>0.76</td><td>0.83</td><td>0.91</td><td>23</td><td>23</td><td>21</td><td>19</td><td>8.8%</td></tr><tr><td>RL</td><td>Polo Ralhp Lauren 
Corp.</td><td>80.71</td><td>6635</td><td>4.65</td><td>5.60</td><td>5.23</td><td>5.75</td><td>16</td><td>14</td><td>15</td><td>14</td><td>4.5%</td></tr></table>