Leather Enterprises Switch To Synthetic Leather To Cope With The Rising Price

Recently, A-share market continued to move down in the shock, but the textile sector has gradually become active. The textile and clothing industry index is also a strong industry index of a share market. The strength is mainly due to the textile industry may usher in new industrial policies. There are three main categories: one is the "idling" of processing trade margin account, the second is the implementation of temporary sliding tax rate policy on cotton, and the third is the export tax rebate policy that is likely to be implemented in July. These three favorable policies will endow textile plate with two themes. First, the theme of industry recovery. If the above-mentioned industrial policies become reality in the short term, analysts believe that it will add 18.5 billion yuan of gross profit to the textile industry, and the profitability of the industry is expected to recover rapidly, and the focus of valuation will also rise accordingly; The second is the integration of M & A themes. In recent years, the textile industry is in a difficult survival, many listed companies in the industry are in a disadvantageous position in the competition, the characteristics of shell resources are more obvious. On the other hand, high-quality enterprises in the textile industry have hidden their talents in recent years. Once the prosperity of the industry recovers and the profitability and strength increase greatly, they also hope to enter the capital market through backdoor and other means. It is suggested that investors should pay attention to three types of stocks. First, high-quality enterprises in the textile industry obtain brand effect through industry reshuffle. Therefore, seven wolf, happy bird and other varieties can be actively held at a low price, while Xinye textile, Zhonghe shares, Kainuo technology and other varieties can also be held at a low price. Second, the textile industry in the diversification of more successful stocks, Youngor, Ningbo fir and other varieties can be held at a low price. Vosges shares that enter solar energy business can also be held at a low price. Third, the upstream enterprises of textile industry can pay attention to Zhejiang Longsheng and Demai chemical industry if the prospect of dyes and other products is optimistic. ?

????“ Since the implementation of the "plastic restriction order" in June, environmental protection bags made of non-woven fabrics quickly "take over" the market of plastic bags in the past. Less use of a plastic bag means less pollution. The annual demand for environmental protection shopping bags made of non-woven fabrics can reach tens of billion, presenting a business opportunity of 100 billion yuan, Fujian Nanfang (600483) Co., Ltd. is facing two major opportunities, i.e. the increase in the price of pig hide leather and the "plastic restriction order" respectively. This year, the increase of pig hide nearly doubled, which makes leather enterprises switch to synthetic leather to reduce costs. Therefore, the demand for PU leather base cloth naturally increases. Now, the market share of PU leather base cloth reaches 40%. At the same time, the downstream enterprises of non-woven fabrics have switched to environmental protection shopping bags, which also strongly drives the upstream non-woven production enterprises, which brings rare development opportunities for the company. ?