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Textile And Garment Industry: Dawn Of Export

2012/3/8 9:46:00 9

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[textile and clothing industry research report]

Since March, we have launched the "

Guotai Junan

Textile clothing "brand positioning" tracking weekly.

The brand clothing industry is colorful and the research angle needs to be introduced. This week's newspaper has three characteristics:

(1) "brand positioning theme": we put forward the brand clothing research framework of "male and female difference, yin and Yang" in our strategy report of 2012. In order to continue and deepen the viewpoint in the strategy report, we launched the brand positioning tracking weekly. This is the first report on brand positioning research in the market. In every weekly report, we will discuss the case of how to successfully locate the brand in the consumer's mind, and track the latest information on the positioning of domestic brand clothing companies.

(2) "hot topics": through a small topic, we will conduct a more in-depth analysis of major events in a week.

(3) "grassroots data collection": in view of industry research needs, in addition to the research of listed companies, we will strive to collect some relevant terminal actual data, and try to more accurately grasp the real situation of the market.

In addition, weekly market reviews, industry weekly data, industry news and company news are still our focus. We will still communicate with you the latest views on the industry at the first time.

This weekly report "

brand positioning

"Tracking topics", we choose the success of TOD 'S.

Studying how it became a luxury brand with history and inheritance as a brand with only thirty years of history, the inspiration for A share listed companies is that there is a way to upgrade the brand rapidly. As long as we can segment the market, intensive cultivation, clear positioning, and exclusive image in the minds of consumers, we can become the final winner.

"Hot topics focus" we discussed the latest performance bulletin and the state's announcement of the impact of temporary purchase and storage of cotton prices.

From the current performance bulletin, textile manufacturing has seen a sharp decline in operating income and net profit year-on-year growth compared with 2010 in the past year, but the decline is less than that in 2008, while the operating income of garment textile industry has declined slightly over the same period in 2010, but the net profit growth has increased. The reason is that the cost rate of the price increases after the increase in the price of raw materials and the decrease in the price of the brand.

"Grassroots data collection", we visited through shopping malls to understand that this year's high-end men's wear is indeed generally a price increase, and quite a few brands of autumn and winter clothing is still on sale. In addition, from December 2011 shopping malls data showed that men's casual wear increased the largest range, but also partly affected sales.

Industry perspective:

Spin

Cotton temporary purchase and storage price has been released ahead of schedule, and short-term incentives have been fulfilled. The latest PMI data show that export orders rebounded significantly. We believe that the market of textile plates is still sustainable.

The clothing industry is still waiting for investment opportunities in the whole industry. It is recommended that we continue to pay attention to the advantages of valuation, and in the fast growing period, we can search for special, Pathfinder and Luo Lai home textiles.