Gradient Consumption Upgrade &Nbsp; Break Through Resource Gap
Investment summary:
Brand clothing will duplicate the gradient of household appliances and automobile industry.
consumption
Upgrade logic.
Through summing up the history and current situation of automobile, household appliances and garment industry, we find that the upgrading of alternative consumer goods in China shows a pluralistic feature.
At present, the first tier market of brand clothing consumption upgrading is the world of international brands. Domestic brands dominate the second tier business clothing market, while the third tier market is the world of domestic brands.
"Third tier" clothing consumption will start in 2011.
From the perspective of household appliances and automobile industry, the increase of industry consumption mainly comes from the "third echelon". Through the analysis of the correlation between consumption ability and consumption concept in the history of the first tier cities, and then corresponding to the current consumption ability of the "third tier", we think that the "third tier" clothing consumption upsurge may be launched in 2011.
Focus on breaking through the technological resource gap and realizing the ODM production enterprise.
After a long time of accumulation and continuous technological input with the cooperation of international strong brands, a number of textile enterprises with a certain technological resource advantage have emerged in China. The business mode is pformed from OEM to ODM, which should be the focus of our investment.
Pay attention to the future and realize by overseas acquisition
Marketing
Resource integration events.
China's textile industry
Marketing
The process of making up for the resource gap is slow. We believe that under the current global financial crisis, China's textile enterprises have ushered in an opportunity to integrate marketing resources with overseas acquisitions. Therefore, we propose to pay attention to the future overseas acquisitions of textile middle reaches enterprises.
Key companies recommend: Based on the theory of diversified consumption upgrading of brand clothing in China, we recommend investors to pay attention to the "third tier" fashion brand clothing leading faucet -- 19.87,0.98,5.19% and second tier business casual brand clothing faucet - seven wolves (29.61, -0.39, -1.30%).
Based on China's textile industry to break through the "double gap" to achieve pformation and upgrading of the theory, we recommend investors to pay attention to technology resources advantages and group success in overseas acquisitions to achieve the integration of marketing resources of the wool leader Shandong Ruyi (14, -0.76, -5.15%), and has the advantage of technology resources Chaoyang sub industry leader - Huafu color spinning.
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