Gelonghui, June 14 | Tianfeng Securities Research Report pointed out that Huali Group (300979.SZ) has achieved remarkable results in strengthening cooperation with high-quality customers, adding new customers to gradually increase the company's orders; new plants in Indonesia and Vietnam are gradually being put into operation, and production capacity continues to expand. Maintain a “buy” rating. Based on data from various shoe companies, it is believed that the boom in the Q2 weaving industry may continue to improve. On the one hand, after experiencing the epidemic disrupting the production rhythm and storage cycle, downstream brands have relatively reasonable inventory levels that are conducive to the normalization of order placement, or there is demand for replenishment to promote order recovery; on the other hand, in this cycle, various supply chains or performance in terms of production capacity stability, geographical distribution, delivery capacity, service, etc. are differentiated, and the pattern changes may bring more order increases to leading factories such as Huali.