Textile And Garment Industry: The Focus Of Investment Will Return To The Brand Retail Industry
Anson securities
In from June 8 to 9, 2010, we held the 2010 mid term strategy report at Mitte Hotel, Beijing.
As a guest media, the financial website will take part in the whole process of the live broadcast of the strategy. At the meeting, Anxin securities released the investment strategy report of the textile and garment industry in the middle of 2010.
The report said that in the mid 2010,
Textile and garment industry
The main idea is to adhere to the strategic view of 2010. It is believed that the export of textile and garment industry and domestic sales are in a recovery channel. It is estimated that the growth rate of China's textile and garment exports will be around 10%-15% in 2010, and the steady recovery of domestic market will make the performance of listed companies begin to improve.
At present, the valuation of the textile and garment sector has already reflected the expectation of the market for export and domestic retail recovery. The focus of investment in the second half of this year will return to the fast-growing domestic brand retail industry.
Watch wigs fashion, outdoor products and
Home textile industry
We systematically reviewed the development of various sub sectors of textile and apparel industry in terms of industry growth rate, competition level and industry concentration degree. We believe that the three sub industries of wigs fashion, outdoor products and home textiles are in a naive and rapid development period. The industry's growth rate is over 20%. The industry development is greater than competition. Brand enterprises will enjoy the rapid growth of the industry through rapid extension.
Maintain the industry's "synchronous big -A" investment rating: at present, the valuation of the textile and garment sector reflects the market's expectations for export and domestic retail recovery. In the second half of this year, the appreciation of the renminbi and the rising cost of raw materials and labor will challenge the profitability of the industry, and bear the pressure on valuation, and maintain the industry's "synchronous big city -A" investment rating.
On the choice of investment target, the operation quality of brand retail listed companies is investigated.
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