Clothing Brand Consumption Brings Valuation Upwards

Textile in the past two months

Industry pformation is going on, and growth is more long-term.

Taking into account the government's determination to expand domestic demand and promote consumption, the weaker comparative advantage of domestic labor prices, and the uncertain economic climate abroad, we can predict that the pformation trend of textile and clothing export oriented mode to domestic demand will continue.

In the long run of economic growth and revenue growth, the market demand potential of China's brand clothing market will gradually be released.

domestic

Cotton prices continue to callback to ease short-term

Optimistic about clothing brand consumption.

The experience of upvaluation has proved that branding has been proved to be a "moat" for the consumption of food, drink and food.

We judge that the "moat" property of garment industry brand is also forming, so the overall valuation change of the garment industry will also copy the upward trajectory of beverage tourism and food and beverage.

In terms of investment, we are optimistic that enterprises can effectively pass on the cost to consumers through superior brand and terminal management capabilities and maintain high profitability.

Specifically, it includes: first, the company with the first choice of growth and good fundamentals; at the same time, it has the advantage of valuation, recommends the U. S. state clothing and search for special; two, it recommends enterprises with growth certainty but not obvious valuation advantages.

The growth of such enterprises has continuity, is a long-term quality of the allocation of varieties, short-term valuation level is not a factor of concern, recommended Luo Lai home textiles, fuanna, Meng Jie home textiles, Pathfinder, Jialin Jie.

Three, we should pay attention to the company that has no worries at all and has the advantage of valuation in the short term.