Stock Market Dynamics In Textile And Garment Industry

This week's Shanghai Composite Index, Shenzhen's index, Shanghai and Shenzhen 300 They rose by 0.68%, -0.54%, 0.17% respectively. Textile and garment sector The increase was 0.50%, the textile rose 0.30%, and the clothing increased by 0.73%.

We suggest that we gradually start to brand apparel. The overall brand investment time is gradually approaching, leading to the gradual decline of the main factors of the decline in the year after year. At present, the valuation of some brands in the 11 years and 25 times will have a margin of safety for the future growth rate of at least 30% or more. As the order data meet expectations and a quarter of the brand performance exceeds expectations, the overall brand performance growth certainty has gradually increased, and the market is worried that the increase in performance caused by the increase in costs is expected to be gradually eliminated. Brand clothing listed companies recommended Hinur (002485), seven wolves (002029), good news birds (002154), American Apparel (002269) home textile enterprises recommend Luo Lai home textiles (002293) and fuanna (002327). Later risk will come mainly from the impact of the general price increase this year on the future sales volume of the brand.

　 Industry news developments:

(1) the market of textile raw materials in the first quarter was "uneasy".

(2) first quarter data of textile and apparel;

(3) the combined cost has risen sharply, and the clothing price has risen by 30% this summer.

(4) Quanzhou shoe enterprises have made initial achievements in opening up Taiwan market.

　　 Dynamics of listed companies:

(1) seven wolves: published annual report (2) Huafang textile (600273): brewing major asset reorganization matters;

(3) Xinmin Technology (002127): strong growth in the first quarter;

(4) Hinur: first quarter performance notice;

(5) Semir clothing (002563) announces a quarterly report.

(6) Jia Linjie (002486): publish a quarterly report.

　 Industry data summary:

Raw materials: grade 328 cotton spot: 29311 yuan / ton (-0.95%); American cotton Cotlook A:221.35 cents / pound (-5.57%); viscose staple fiber: 24000 yuan / ton (-4.00%); polyester staple fiber: 13850 yuan / ton (0%).

In the first quarter, gross domestic product (GDP) grew by 9.7% over the same period, rising by 2.1%. In March, CPI rose 5.4%, a 32 month high, and PPI rose 7.3% compared to the same period. In the first quarter, CPI increased 5% compared to the same period last year, and PPI increased 7.1% compared with the same period last year. The inflation situation is still grim.

In the first quarter, the total retail sales of textile and clothing social consumer goods increased by 16.3%. The total retail sales of clothing, shoes and hats and needle textiles in Enterprises above designated size were 201 billion 400 million yuan, up 22.3% from the same period last year. In March, the total sales of clothing, shoes and hats and needles and textiles in Enterprises above designated size were 54 billion 600 million yuan, up 21.9% over the same period last year.