China Garment Industry Prosperity Index: Brand Men'S Good Prospects

Specifically, in terms of external demand, according to customs statistics, from 2011 to June, the total export volume of textiles and clothing reached US $111 billion 700 million, an increase of 25.7% over the same period last year, and the growth rate dropped 0.9 percentage points from 1 to May. 1.

Among them, the export of textiles was US $45 billion 900 million, an increase of 28.8% over the same period last year. The growth rate dropped by 2.7 percentage points from 1 to May. The export of garments and accessories reached US $65 billion 800 million, an increase of 23.7% over the same period last year, and the growth rate increased by 0.5 percentage points from 1 to May.

Cotton prices are still an important factor in textile export enterprises.

As of July 15, 2011, cotton prices have fallen below the 22000 yuan mark per ton, which has put pressure on textile SMEs. However, leading enterprises are expected to gain more advantages and industry concentration will further improve.

Textile leading enterprises are expected to become "flower of the desert" again in this shuffle and remain stubborn vitality.

In terms of domestic demand, from 1 to June 2011, the retail sales of textile garments above the limit amounted to 372 billion 700 million yuan, an increase of 23.92% over the same period last year, and the growth rate increased by 0.44 percentage points from 1 to May.

Among them, the single month recovery in June was more obvious, in June, the growth rate was 24.7% in June, and the growth rate rebounded by 2.7 percentage points over May.

In May, clothing sales in some parts of the country showed signs of slowing down due to real price and weather.

But in June, the stores resumed their discount.

Looking forward to the second half of the year, we will continue to play a good role in men's wear industry.

In the middle and late period of high inflation, we are still optimistic about the men's clothing industry with strong price increase and stable customers.

Under this year's pressure of inflation, men's clothing industry has increased the gross margin by raising prices, making net profit growth faster than income growth.

As China Daily reported since July, the men's clothing listed companies have also made frequent announcements of performance correction and pre announcement: the 2011 median profit growth rate of the seven wolves has been revised from 15% to 30% to 35% to 45%, and the profit of the nine herdwang middle newspapers is expected to grow by 42%.

In addition, in a quarterly report, it is reported that the newspaper bird is expected to increase its profit by 50% to 70%.

The men's clothing industry listed companies generally reported better results, which also confirmed our first quarter release on "inflation in the latter half of the year, optimistic about the ability to raise the price of men's clothing industry" point of view.

The men's clothing industry will usher in the peak season in the second half of the year, and the interim valuation standard will gradually shift to 2012. The overall valuation level is expected to have a 20% improvement level by the end of the year.

From the autumn and winter ordering situation, the men's clothing listed companies will grow well in autumn and winter.

Apart from consolidating the advantages of collectivization, leading brands will also focus on market segmentation, and the business men's wear series will rapidly increase against the current consumer preferences.

Therefore, as a whole, we will continue to watch the future market space of medium and high-end men's clothing, especially the high-end business men's clothing, which has strong price increase, high unit price and low price sensitivity to customers.