Textile And Garment Industry: The Size Of Clothing Online Shopping Market In 2011 145 Billion 500 Million

Weekly market review

This week the market turbulence descended, the Shanghai Composite Index [2347.18 -0.15%] closed at 2404.74 points, fell 1.42%, the Shenzhen composite index closed at 10279.3 points, fell 0.53%, Shanghai and Shenzhen 300 closed at 2623.52 points, fell 1.53%.

Textile and garment sector performance is better than the market, this week rose 0.34%, the plate internal differentiation, textile manufacturing sector fell 1.59%, clothing home textile plate rose 1.99%.

Industry dynamic scanning

(1) the first spot electronic trading market in China's textile industry is on the line in Wuxi; (2) the RMB will carry out a two-way fluctuation; (3) in 2012, the growth rate of China's exports will drop to 10% or so; (4) the cotton price trend or pressure will come to a close at the end of the purchase and storage plan; (5) the price cuts swept the Korean clothing market; (6) the 2011 Chinese clothing [8.01 -3.14% share research report] the scale of the online shopping market is 145 billion 500 million.

Company News Click

(1) the annual operating income of China's [8.26 2.10%]:2011 increased by 31.9%, and net profit increased by 48.8%; (2) 31d: the annual turnover increased by 14.8% in 2011; (3) Xinye textile [3.94 -1.25% shares increased by 13.79% in the year of]:2011, and 4 in Shandong; [10.43, -0.76% shares, Research Report]; through high-tech enterprises reexamination; (5) Pathfinder [20.81 -2.07% shares research report]: it is proposed to invest in the establishment of a "harbour company" to create a new brand of e-commerce ACANU; (5) the cashmere industry [8.85 [8.85 stock bar Research Report: the first quarter net profit growth is expected to grow in the first quarter of this year.

Investment perspective

Textile manufacturing sub industry: textile manufacturing sub industry boom is still in the downward range, the external market demand is still relatively low, the textile sector early growth is larger, the recent attention to callback risk, it is recommended to actively focus on R & D, technology and equipment has the advantage of the global yarn dyed fabric leader Lu Tai A[8.70 0.23% shares bar Research Report.

Clothing home textile sub industry: from last week's market performance, the market investment preference has turned to defensive assets obviously. We are optimistic about the competitive brand clothing home textile enterprises with more performance growth.

In terms of the allocation of stocks, it is recommended to pay close attention to the investment opportunities of the high growth firms, such as Pathfinder, [36.61, 1.69% shares, research report, fuanna [44.94 -2.28% share research report, and search for [34.28 -1.83% shares, etc., and the March order meeting data will become the catalyst for the recent share price.