Textile And Garment Industry: 2310 Reports, Li Xin'S Most Frequent &Nbsp; Lin Hai Misreading Potential

The industry cycle is scheduled to arrive.

In March 2011, the brand clothing companies launched 2011 autumn and winter ordering sessions.

Faced with the growth rate of 30% orders, Li Xin, an analyst of CITIC textile and garment industry, was quite surprised.

This growth rate exceeded the 2011 spring and summer and the order growth rate in 2010, exceeding the market expectations.

"Quarterly results will be speeded up in the two or three quarter.

If inflation pressures ease, industry

Li Xin's first two orders and quarterly reports are expected to become reality and third step inflation.

In 2011, CPI surged and reached a high level of 6.5 in July. CPI has been running at a high level of over 6 in the whole three quarter and eased slightly at the end of the year.

High inflation directly led to a decline in consumer confidence, and clothing consumption was greatly affected.

So in the first half of the year, especially after the first quarter of the rise, the second half of the year, the garment and textile industry has been on the decline.

In 2011, the clothing and textile industry dropped from 3250.63 to 2377.53 points, down 736.13 points, or 22.75%, and lost 1.05 percentage points in the whole year.

Diligent Li Xin, optimistic Lin Hai

Li Xin was the most industrious analyst in the textile and garment industry in 2011. He published 211 research reports, and the number of research and research reports ranked first in the industry.

Li Xin's 211 research reports cover 23 textile and garment industry listed companies. Among them, 15 companies, such as Saturday, newspaper bird, Mei Bang dress, YOUNGOR and so on, have released 11 research reports, and more research and reporting companies also have Huafu color spinning and Semir clothing.

In 2011, 99 analysts were published in the textile and garment industry, and 2310 research reports were published in the industry.

In addition to Li Xin, more than 100 research reports were released, and Wang Liping, an analyst of Shenyin and Wanguo, released 192 copies, Li Jie 177, Shi Hongmei 153, Wang Wei 147, Qu Zhihang 128, Lei Yu 110.

In terms of quantity, the above 7 analysts have more advantages, but not in terms of quality.

The data of China analysts' laboratories in financial weekly show that the rate of miscarriage of justice by district airlines and Lei Yu is relatively low, and the research reports deviating more than 20% are only 24 and 16.

The industry has a total deviation of more than 20% of the research report, a total of 699, the industry average deviation rate of 30.26%.

The number of research reports deviating from the rating or target price exceeds 20%. The top three of Li Xin, Shi Hongmei and Li Jie Ju were 73, 70 and 55 respectively, and the miscarriage rate of Shi Hongmei was 49.71%.

GF Securities analyst Lin Hai 2011 for textile

In the total list of 1293 analysts in the financial weekly, Lin Hai ranked 1214th.

It is worth noting that 35 of the 39 research reports released by Lin Hai are too optimistic about the rating or target price.

In September 23, 2011, Lin Hai released a research report entitled "investment strategy for the four quarter of the textile and garment industry in the 22 quarter of 2011." the Research Report on the fundamental aspects of brand clothing is free from worry and adjustment is the opportunity to buy. It continues to hint at opportunities in the industry's downlink. It gives a target price of 22 yuan and a "buy" rating for Dayang's creation. At the end of 2011, the creation of Da Yang was only 9.67 yuan / share, and the deviation was 87.11%.

45 listed companies, fuanna are the hottest.

According to China analyst lab data from financial weekly, 2310 textile and garment industry research reports covering 45 listed companies in 2011.

Among them, analysts were most concerned about fuanna, and 177 research papers were released for their release.

A total of 42 analysts were concerned about fuanna, of which Hongshi, Hongkong and Shanghai, Wang Liping and Everbright

In addition, there are more than 100 hot companies that have received more attention from analysts, including 150 research reports, seven wolf wolves, 149 research reports, 138 pieces of research and reporting, and 132 birds of welcome home textiles, and 121 research reports on special and Pathfinder.