Mid 2008 Investment Strategy For Textile And Apparel Industry

The essence of fashion industry is the fashion and the ability to respond. Textile, accessories and accessories are all centered around the garment industry. The core of the clothing industry is highly condensed into "fashion". We classify the clothing products into formal dress, sportswear, children's wear, casual wear and women's clothing, and the fashion is from low to high.

Low fashion (formal) products or companies pay more attention to quality and fashion.

Building brand evaluation system, products with different grades will follow different routes: we divide the main components of the brand into three main modules: brand operation, channel management and supply chain management. The top grade products are mainly self operated, with a more emphasis on endogenous growth.

Around the brand evaluation system, we have carried out the product mode investment strategy for the four major categories.

Under the current situation, the most promising medium and low grade brands with low fashion demand are relying on the rapid development of the agent system, gaining popularity through the advertising bombing, and playing a role in the brand effect. The low quality high-end brand will steadily expand in the continuous improvement of quality, technology and the marketing of its own fit, and will be suitable for value investment in the medium and long term. In the field of high fashion, the short and medium term of domestic brands can hardly break through the weakness of the design, especially the high-end brands; while the middle and low-grade brands, strengthen the reaction speed, enhance the buyer's function, emphasize the mode of casting and refining is the direction of efforts, and those companies that meet these conditions will be able to break through in the medium to long term.

Investment strategy: focus on the Brand Company which is affected by bad environment, benefit from inflation, and a leading company with a large correlation with Brand Company development.

According to the logical deductive pattern of the fashion industry product mode investment, under the present circumstances, the most promising medium and low grade brand with low fashion is typical of the seven wolves. The birds will gain a good performance in the short and medium term clear profit growth point. The performance industry will also have good performance; the typical industry benefiting from the upgrading of the consumption industry is represented by Chinese pencils; the leading companies in the subsidiary industry in the long and medium term, and especially the leading star in the short and medium term, are also the object of recommendation.