Optimistic About The Leading Stocks Of Textile And Clothing Industry

Yesterday was the first trading day after the national day and the first trading day in the fourth quarter of this year. market Still entangled, but the transaction continues, stocks are mixed. Embodied in the plate, the textile and garment industry is favored by the organization.

According to the analysis of the industry, orders for textile enterprises in the textile and garment industry will be more than half of the annual performance, and the order of Quanzhou textile and clothing quality brand enterprises will grow by more than 20%, which is recommended by many organizations.

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"Seven wolves listed institutions recommend textile and garment industry to the first stock." Mr. Lin, a securities analyst at Tian An Road in the city, said that in the fourth quarter of this year, the research and development of securities companies were optimistic about the textile and garment industry. Quanzhou's industrial level has been speeded up. The textile and garment industry is one of the three industrial clusters with an annual output value of over 100 billion yuan, and the listed companies are also sought after by the institutions.

A securities company's research report analysis, entered the fourth quarter, for textile manufacturing stocks investment strategy, "should choose the scope of the stock in the fine molecular industry leader." Research reports believe that Cottonseed The gross profit margin of leading companies in the three quarter will be a low point. "The four quarter is expected to pick up again, and it can intervene at the same time."

Securities company's research report said that the steady growth of brand clothing stocks is expected to enjoy the valuation premium, "the fourth quarter can firmly hold high quality brand apparel stocks, brand clothing sub industry fundamental worry free, adjustment is the opportunity to buy." In addition to the seven wolves, this year's list of nine herd Kings is also on the list. In addition, research report suggested that the future transformation direction of buttons, zippers and other supporting enterprises will be one-stop integrated service providers.

Orders increase by 20% next year.

"The main reason for the textile and garment industry's popularity is the good expectations for next year's performance." Huang Xinfu, a large investor in a securities business department in downtown, introduced from Quanzhou textile and garment enterprises this year next year. Order-placing meeting Look, "future performance can be expected."

Reporters learned that 361 degrees had announced that the spring / summer order meeting was held in 2012, and the total amount of orders increased by 23% annually. Among them, the number of clothing and footwear products increased by 9% and 10% respectively, and the average selling price of clothing and shoes increased by 12% and 14% respectively. XTEP also said that in July, the first quarter order meeting of the company held in 2012, the order amount increased by 21%, while the average selling price of footwear and clothing products increased by 8% to 10%, reflecting that the company's growth momentum is still abundant. Investors can pay more attention.

　　 Risk still keeps a close watch on the market.

"The recent market remains weak and sustained shocks." A securities analyst cautioned that the current systemic adjustment of the market provides investors with opportunities to step in. The person said that since the third quarter of this year, textile and garment industry price factors still exist, autumn winter clothing profit margins and price increases than spring summer clothing, therefore, the industry is expected to grow in the second half of the year is expected to maintain a good momentum in the first half. {page_break}

The price increase factor in 2012 is weaker than that in 2011, especially in casual wear and home textile industry. At the same time, the cost of raw materials and the price rigidity of brand clothing will enhance the gross margin level of the industry in 2012, so the profit growth rate should be higher than that of sales revenue. The time window from the end of 2011 to the annual report will be the best opportunity for the performance of the textile and garment industry.

However, the person reminded that there are still uncertainties in the later stage, such as the debt crisis in Europe and America, the export rebate rate policy, the increase in channel costs, the lower order of the meeting, the downvaluation of the market valuation and the lifting of the ban risk. Therefore, it is advisable to "keep an eye on the market and follow the trend."