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Textile And Clothing: Purchase And Storage Has Started &Nbsp; Cotton Prices Are Rebounding.

2011/9/14 16:37:00 38

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Purchase And Storage Start Up Cotton Price Rebound

Textile sub sectors: the uncertainty of the peripheral economy has led to the large number of textile major export oriented enterprises.

adjustment

The textile industry boom is in line with our expectations, but the market is too pessimistic.

The purchase and storage of cotton started in September 8th, despite the fact that the new cotton has not yet been listed on a large scale.

store up

Terms are not conducive to the current period.

delivery

But we think that the bottom of cotton price has already been formed, and the future stabilization is a big probability event.

Continue to look at the Lok Tat A, which is benefited from the global pfer of color and fabric and the effect of import substitution.

Clothing sub industry: the recent order meeting has good data, and the revenue growth of 12 years is more definite. It will continue to watch the brand clothing sub industry with no worries and definite performance growth.

The valuation switch can weaken the market's concern about the high valuation of brand clothing companies, and pay attention to the seven wolves, the good news birds, the nine herdmen, the home textiles, the Pathfinder, and the pformation of Dayang creation.

Stock prices showed a drop of 1.21% in the Shanghai Composite Index this week and 1.65 percentage points in the textile and apparel sector, with 4.06% and 1.75% decline in textile and clothing sub sectors respectively.

The loss index of the plate is mainly caused by the decline of 4.06% of the textile sub sectors. The high PE clothing companies with good basic performance are still good, which is in line with our weekly weekly "good data for ordering products and no worries for the basic brand clothing".

Our focus on home textiles, Pathfinder and other companies led a positive return.

Huafu color spinning, Dayang creation, Rebecca, Rutai A and other higher proportion of the company's share price has been sharply adjusted, showing the market's concerns about the peripheral economy.

The price of raw materials has been launched since September 8th (8 tons, 9 days, 24 thousand and 300 tons), but there was no deal.

At present, the new cotton has not yet been listed in large quantities, and the minimum delivery volume stipulated in the delivery rules is higher (the number of outturn in the mainland and Xinjiang is 90 tons, 200 tons), and the storage time is shorter (10 days).

Domestic storage and purchase has started and cotton producing countries in Pakistan have suffered floods (425 thousand tons of cotton being destroyed), which will support the sluggish cotton prices. This week, the cotton price index of 328 rose by 1.33%, and the main cotton price of zhengmian increased by 1205 at 1.29%.

Risk warning cotton price

Skyrocketing

The mood of downstream wait-and-see increases, and the degree of price rise inhibits demand.

Exceeding expectations

。