In 2012, The Home Textile Sector Will Still Have A High Yield Of &Nbsp, And The Status Of Public Lovers Is Hard To Shake.
The stock price catalyst mainly comes from the following three aspects: 1,
industry
Boom will continue to improve - China held in Shanghai in August of this year.
International home textiles
The exhibition is the most important year in terms of scale, exhibitors and spectators.
In the next 3-5 years, the home textile industry will still maintain more than 20% growth.
2, industry barriers are high, and the competitive advantage of the first tier enterprises continues to expand. Currently, the listed home textile enterprises can make full use of capital platform to get the first mover advantage.
When foreign textile enterprises enter the Chinese market, because of the channel development, brand awareness and other reasons, they generally seek agency sales of domestic textile enterprises. Therefore, the pressure on domestic enterprises to compete directly with foreign brands is much smaller.
3, the performance of home textile enterprises is encouraging and the gold content is high. The core performance of home textile enterprises is growing rapidly and continuously. Compared with other sub sectors of the spinning and weaving industry, the extension space of the home textile industry is still broad, and the increase and increase in the endogenous growth can be maintained, while the inventory pressure is the smallest.
The three carriages of investment promotion and group buying will continue to promote high sales growth in home textile enterprises.
The investment in the industry increased, and the three major home textiles benefited more from channels, brands and capital.
The characteristics of the home textile industry show that sales promotion is the best way to increase the sales volume of single stores. Since three home textile enterprises currently have the best talent team and product structure in the industry, the effect of next year's price increase has been somewhat weakened, but the promotion of single store growth through promotion has not yet affected the brand image.
Group buying is another important growth point for future sales of home textile enterprises.
The competitiveness of the three home textile enterprises is more competitive.
Its core strengths are its multi brand, channel development, rapid response capability, its management, product differentiation, development potential, and its dream team, brand structure and product category.
The competitiveness of the three home textile enterprises is even more competitive. What is more critical is whether enterprises can continuously strengthen their core strengths, break through the deficiencies, and strive to enhance risk awareness.
investment strategy
Maintain the "highly recommended" rating of the home textile sector, downgrade the apparel industry to "overweight", and maintain the "neutral" rating of the textile industry.
As for the choice of investment target, we still think that the importance of investment plate is greater than that of individual stocks, and the amount of purchase is more important than valuation.
Risk warning
There are problems in the internal management of enterprises, the lagging effect of real estate regulation, and the risk of terminal inventory digestion.
- Related reading
Foreign Trade Predicament Shows The Danger Of Overcapacity? &Nbsp; -- Spinning And Weaving Industry, Life And Death Speed, Rush To Find A Way To Upgrade.
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