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Textile Sector In July, "The Market Is Going Against The Wind".

2011/8/3 14:59:00 49

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Textile Sector Is Rising Against The Market Textile And Clothing.

Data show that in the 75 textile and apparel stocks that can be traded, there are 64 stocks that realize daily volume in July, accounting for 85.33%. In July, 47 of the shares rose in the market, accounting for 62.67%.

In addition to 47 stocks rising against the market, there were 1 stocks on the same side, while 6 stocks still lost the market despite falling.

On this basis, a total of 54 textile and apparel companies that won the market in July accounted for 72%.

After the bottom of the market rebounded in late June, the July market ended in a 2.18% month decline, which means that the stock market has repeatedly been quoted as saying "five (month) poor six (month)" and seven months.

However, in the first half of the year, the textile and clothing index rose against the market. In July, Heng Qiang, another strong man, rose 3.42% against the market.

Zhejiang, such as Fu run, San Mao Pai Shen, Jin Ying shares, Huafu color spinning, Tai Ya shares and so on, will be attacked by 5 strong players. The average daily turnover is doubled, and the monthly increase is more than 25%.

The concept of consumption has been paid by more than 70% textile stocks.

Under the impetus of policy easing expectations, the A share in July started a good trend in late June and continued to rebound; but with June

Inflation data

In the two quarter, the good domestic economic data dispelled the market's worries about the hard landing of China's economy, but also showed that there was still room for monetary policy to continue tightening in the future.

In the end, investors' expectation of "seven turn ups" failed to take place on schedule, but after a brief stop on 2825 points, the Shanghai Composite Index fell back to 2700.

The obvious structural features again showed that the small cap stocks, which had been criticized by the market because of high valuation, once again became the darling of the market after a short valuation of "squeezing bubbles". Unfortunately, the weighted blue chips with a significant undervalued advantage were once again forgotten by the market.

The author noted that under the background of high inflation level and frequent overseas debt crisis, investors are more interested in large consumer varieties with better defensive nature, and the textile and garment sector is a typical representative.

Data show that the consumer confidence index has rebounded to 108.1 in June, the highest point since this year.

In the first half of the year, domestic textile and clothing consumption demand showed a steady and relatively fast growth trend, and the growth rate was basically unchanged from last year.

Reflected in the stock market, poor performance in the first half of the big consumer industry has a momentum of coming back.

Cai Hui statistics show that the textile and garment sector rose in July, with a cumulative turnover of 108 billion 600 million yuan and an increase of 49.18% in the month.

The total market value of the plate increased from 392 billion 844 million yuan at the end of June to 412 billion 184 million yuan at the end of July, and the total market value increased by 19 billion 340 million yuan, an increase of 4.92%, ranking fourth in the Shen Yi class industry. The weighted average share price of the circulating capital increased from 9.47 yuan at the end of June to 9.76 yuan at the end of June, and the share price moved upward to 3%.

According to the latest statistics, in the 75 textile and apparel stocks that can be traded, the daily average in July is

Deal

There were 64 stocks that accounted for the volume of volume, accounting for 85.33%; in July, 47 of the stock prices rose against the market, accounting for 62.67%; and 42 of the stocks that could both rise and fall, accounting for 56%.

In addition to the 47 stocks rising against the market, there were 1 stocks on the same side, while 6 stocks still lost the market despite falling.

On this basis, a total of 54 textile and apparel companies that won the market in July accounted for 72%.

"Because of the strong performance of the brand clothing, the company accounted for 80% of the pre performance increase, which provided a good target for the plate turn to market value.

"A textile industry analyst in Beijing believes that because of the high inflation level, some varieties with anti inflation ability are more popular among investors in August, and the textile and garment sector will still be strong in August.

Shanghai Shenyin Wanguo Securities Research Institute Co., Ltd. securities analyst Wang Liping and Dai Hui Hui disclosed in the July 28th research report that the second half of the peak season of consumption + valuation switching + performance may exceed expectations, and the valuation standard will gradually shift to 2012 after the release of the interim report. It is estimated that the 20%~30% valuation will be improved by the end of the year.

"Story telling" each has a set of 5 tough athletes monthly increase of more than 25%.

In July, there were 5 "black horses" coming out of the textile and garment sector.

volume

Doubling, and monthly increase of more than 25%, constituted the first tier of the textile and garment sector's strong attack.

The 5 black horses have excellent performance, good growth and strong storytelling.

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Zhejiang:

In July, it rose by 31.46%, becoming the strongest textile share in July, while the stock fell 1.34% in the first half of the year, showing a typical "dark horse" feature. The cumulative turnover rate was 191.45%, and the trading volume was very active; the average daily turnover of 12 million 824 thousand and 700 shares in July was 361.02% higher than that of June 2 million 781 thousand and 800 shares.

In July of this year, Zhejiang Zhuji Huifeng investment company had 81% state-owned shares of the 528 million 520 thousand yuan pferee rich run holding group, and the group holding 36 million 70 thousand shares of the company, accounting for 25.64% of the total share capital of the company. After the pfer, Huifeng investment became the actual controller of the company.

Zhao Linzhong, chairman of the company, said that the pfer of shares was caused by the management of major shareholders, which led to management buyout. The management did not have a direct intention, and the reform of Fu ran was the last of Zhuji's state-owned enterprises.

In July 21st, the company announced that in the first half of the year, the investment income of the company's foreign investment projects increased considerably compared with the same period last year. The net profit attributable to the parent company owners in 1-6 months increased by 80% over the same period last year.

In fact, the two class market as early as June 27th, the shareholders' meeting of the company passed through the company's management buyout bill, then jumped up, the 25 trading days rose 39.73%, and the biggest increase was 43.03%.

San Mao Pai Shen:

In July, a cumulative increase of 29.09%, the stock rose 5.21% in the first half of the year, with a strong and strong trend; the cumulative turnover rate of the interval was 106.52%, and the trading volume was very active; in July, the average daily turnover was 8 million 527 thousand and 700 shares, which was 233.35% higher than that of the 2 million 558 thousand and 200 shares in June.

The company also has storytelling. In July, the first market rumors were that the company was going to inject rare earth assets, and then announced the clarification, but the share price began to skyrocket. In July 13th, the company's operating income increased significantly over the same period last year, and the corresponding reduction was realized. In July 26th, the announcement made the company pay 6 million 219 thousand yuan in cash by telegraphic pfer, which paid off the company's confirmed creditor's rights, and the company recovered the losses caused by the lottery, and correspondingly increased the company's extra business income of 6 million 219 thousand yuan.

In July 28th, the stock price reached a record high of 15.15 yuan, a record high, and the highest increase in July reached 34.92%.

Golden Eagle shares:

Zhoushan's stock market has been promoted by hot money.

In July, a cumulative increase of 27.22%, which rose 11.91% in the first half of this year, has become the first textile Bull Stock since the beginning of this year. The cumulative turnover rate is 178.91% and the turnover is very active. The average daily turnover of 31 million 72 thousand and 500 shares in July is 513.69% higher than that of the 5 million 63 thousand and 200 shares in June.

Although the company has repeatedly clarified the establishment of the Zhoushan islands new area, it has no direct impact on the existing main business of the company, but the power of the hot money has been borrowed. From June 30th to July 14th, in a short 11 trading days, the share price of Jinying shares was pushed from 6.38 yuan to 9.89 yuan, or 55.02%.

July 12th announcement, the company's actual controller Dinghai Textile Machinery General Plant is currently brewing clear matters of property rights, property rights will be clear to the relevant natural persons; July 15th announcement, as the main business revenue growth, product profitability improved, the first half of 2011 is attributable to the owners of the company's net profit increased 297.52% to 328.57% over the same period.

Huafu color spinning:

In July 21st, the company will award 10 million stock options (the price of the exercise price is 27.77 yuan / share). The exercise condition is 2011~2013, and the net profit growth rate in 2010 is not less than 16.61%, 39.72%, 67.77%, respectively.

The company's strong confidence in performance has made the desert flower with brand + resource advantages finally blooming.

In July, a cumulative increase of 25.06%, while the first half of the stock market fell sharply by 17.28%, a reversal was achieved, the cumulative turnover rate was 95.03%, the turnover was more active, and the average daily turnover of 3 million 536 thousand and 200 shares in July was 210.44% higher than that of the 1 million 139 thousand and 100 shares in June.

In July 29th, the highest level was 31.50 yuan, a record high, and the biggest increase in July was 28.82%.

The semi annual report released in July 30th showed that in the first half of the year, the company realized total revenue of 2 billion 815 million yuan, an increase of 22.98% compared with the same period last year, and the net profit attributable to shareholders of listed companies was 241 million yuan, up 46.76% from the same period last year.

Thailand shares:

The cumulative increase in July was 25%, while the stock fell 28.95% in the first half of the year. The stock price finally reversed in July, and the cumulative turnover rate was 166.03% in the interval. The average daily turnover of 1 million 747 thousand and 300 shares in July was 243.35% higher than the 508 thousand and 900 shares in June.

The company announced in July 14th that it agreed to use 30 million yuan to invest in outdoor sports brand projects in Xiamen, Fujian province. After the implementation of the project, it is estimated that sales income will reach 269 million yuan in fifth years and net profit will be 32 million 670 thousand yuan.

On the same day, the company's stock price went up and went up for the next two days.

In July 28th, the company disclosed its performance bulletin. In mid 2011, earnings per share were 0.25 yuan, 6.59 yuan net assets per share, net assets yield 3.72%, operating income 190 million 509 thousand and 500 yuan, an increase of 9.67% over the same period last year, net profit 22 million 66 thousand and 900 yuan, an increase of 13.10% over the same period.

And said that with the completion of the two annual production of 20 million pairs of soles, the tight capacity situation will be effectively alleviated, and the main business revenue will achieve rapid growth.

Monthly total ranking

Textile and garment sector rose 10 in July

Securities code securities, for short, the cumulative decline in July (%), the cumulative turnover rate in July (%).

600070 Zhejiang 31.46 191.45

000779 San Mao Pai Shen 29.09 106.52

600232 Golden Eagle shares 27.22 178.91

002042 Hua Fu color spinning 25.06 95.03

002517 Thailand shares 25166.03

600483 Fujian Nanfang 21.77 104.01

002327 fuanna 18.27 41.92

002036 Yi Ke Technology 17.09 41.66

002029 seven wolves 15.9 6.88