The First "Floating Cloud" - The Biggest Increase In Textile Stocks In The First Quarter Of This Year Is A Strange Move.

Shanghai and Shenzhen two cities A shares have entered the first quarter of this year's closing quotation. What are the plates of Shanghai and Shenzhen two cities?

"The normal turn of events in the A share market is the common saying of" Feng Shui turning around ".

A textile and garment industry analyst told me, "however, the big shift of textile and apparel stocks ranking is somewhat strange. The performance of the loss share is strong in general, but in the first quarter of this year, the rebound market has such a good performance."

Textile and apparel first quarter "calm"

According to statistics provided by WIND information, from the end of January 4th this year to March 23rd, in all 23 sectors, the non-ferrous metal plate ranked first in terms of 24.02% of the total increase, household appliances ranked second in 16.89%, and light manufacturing industry ranked third, with an increase of 12.86%.

The leading position of non-ferrous metal plates has not been shaken. In the remaining 5 trading days, there is still a higher and higher chance of home appliances and light manufacturing.

The latter three were the information services, utility industries and pharmaceutical and biological industries, respectively, rising by 1.56%, 3.12% and 3.19% respectively.

In just 53 trading days, the non-ferrous metal plate is 22.46 percentage points higher than the information service sector.

From the top two blocks, we can see the role of national policy and industry policy.

In the industry sector, there are quite a few dramatic changes this year and last year.

This year's bottom of the information services sector, in last year's market performance is more resilient, with a 21.19 decline of sixth.

Last year, the top non-ferrous metal plate ranked second in last year's decline of 41.46%.

The Shanghai and Shenzhen two cities' market situation is so uncertain that this list can make readers see more.

The overall performance of the textile and garment sector is relatively stable.

The increase shows that last year, the sector fell 25.35%, ranking tenth in the list, up to 8.54% in the first quarter of this year (closing in March 23rd) and fifteenth in 23 industries.

From the volume of inspection, the first quarter of this year, the textile and garment sector pactions have not been effectively enlarged.

Last year, the total turnover of the total 75 billion 580 million shares, and the first quarter of this year, the total turnover of only 16 billion 111 million shares, accounting for 21.32% of the total turnover last year.

By comparison, we found that the proportion of pactions in the 23 industries ranked sixth in the bottom.

Textile and garment stocks have been remarkably calm in the plate rotation of "Fengshui".

From the point of view of the expansion of the primary market, the textile and garment sector is also very calm.

Among the 43 new A stocks listed, 11 industries were involved. Among them, only one of the companies in the textile and garment industry was listed on IPO, and raised 556 million yuan.

As of March 23rd, the total market value of the total value was 313 billion 53 million yuan, while the total market value at the end of last year was 289 billion 142 million yuan, an increase of only 8.27%.

Industry analysts said, "under the background of the global economic downturn, fund managers' enthusiasm for holding cyclical stocks has declined, and enthusiasm for textile and garment holdings such as defensive sectors, especially big consumption", is on the rise.

The short-term profit driven capital aims at the high rebound stocks outside the textile and clothing industry, causing the current situation of textile and garment plate "static and water stop".

However, when the economic situation is uncertain, and the domestic demand for slowdown is more worrying, it will highlight the relative value of the textile and garment sector.

3 losing stocks are charging ahead.

In the first quarter of this year's list of gains, the stock market has become a leader in the textile and garment sector.

Insiders believe that "this situation is mainly due to hot money speculation stocks, but in fact, there is no support for performance of the company, everything is floating clouds."

According to statistics provided by WIND information, from January 4th to March 23rd, Chinese clothing accounted for the top of the list of textile and apparel steadily, with a cumulative increase of 43.77%, or 5 percentage points higher than second.

Behind the surge in share prices, it is poor performance and a prohibitive high price earnings ratio.

The company intends to disclose its annual report in March 30th, but said in its January 19th performance disclosure notice that it expects net profit of 2 million 500 thousand to 3 million yuan in 2011, down 81% to 84% compared to the same period, and earnings per share of about 0.010 yuan ~0.012 yuan.

The current three quarter data show that the company's earnings per share -0.0500 yuan, net profit fell 91.20% compared to the same period, net assets yield -5.17%.

From the valuation point of view, as of March 23, 2012 closing, the stock's dynamic P / E is 222.03 times and the market rate is 9.09 times.

What are the feelings of Chinese apparel wearing the title of the champion?

ST crown A: subsidiary companies do not cut funds enthusiasm

As a st stock, any valuable investment institution will avoid it. But the ST crown A is an eye opener. There are QFII funds among the top ten tradable shareholders.

Moreover, in the pursuit of profit driven capital, ST central A has risen 38.13% this year, and successfully won the runner up title of the same period.

The annual report, which shamed the company, is expected to be disclosed in April 26th.

From the performance forecast, the loss of real estate projects of Zhejiang Hualian Hangzhou Bay venture limited company calculated by the equity method, the net profit in 2011 is expected to be 15 million yuan ~1800 yuan, while in the first three quarters of last year, earnings per share -0.0700 yuan, net profit fell 292.43% compared to the same period last year, and net assets yield -9.31%.

It is reported that the company's printing and dyeing plant in Shenzhen has been shut down. The five subsidiary companies controlled by the company have also stopped printing and dyeing business because of the stop of printing and dyeing plants. Most of them rely on the rental of real estate to maintain their daily operation.

It is such a bad company that also gets the "hunting" of the QFII fund. Among the top ten tradable shareholders, 3 QFII funds occupy second, eighth and ninth positions respectively.

San Mao Pai Shen: the increase in losses is still a flash in the pan.

What is also puzzling is that among the top ten tradable shareholders of the company, 2 funds and 3 trust products altogether hold 17 million 960 thousand shares (up to 2 trusts and 1 funds altogether holding 12 million 720 thousand shares), of which the new Chinese bonus has 3 million 990 thousand shares.

The top 10 teams are defeated.

In the 73 constituent stocks of the textile and garment industry, the ranking rose sharply, especially in the top ten of last year, which was defeated in the first quarter of this year and replaced by new faces.

The author and dobby found that last year's champion, fuanna (increased by 21.41% last year), the first quarter of this year (as of March 23rd closing) fell 0.66% against the market, ranking the last fourteenth.

Changjiang Securities analyst Lei Yu and Yu Xuan analyzed that the high-end home textile industry is in the stage of bud to rapid development, and the market space is huge.

Fuanna is one of the leading enterprises in this industry, sharing the benefits brought by the rapid development of the industry, and the reasonable and effective layout of the company's production base is conducive to ensuring the stable and sustainable development of the company.

The author noted that the annual performance of the company also reflected the strength of the company's operation. In 2011, its operating income was 1 billion 453 million yuan, an increase of 36.18% over the same period last year, with net profit of 206 million yuan, an increase of 61.43% over the same period last year.

However, it is this company with bright prospects and good reputation that has been left behind in the two tier market.

According to the password data of the compass organization, this year, the main body headed by the fund bought a net share of 9 million 894 thousand and 700 yuan, the purchase amount and the selling amount were 445 million yuan and 435 million yuan respectively, while the private placement fund sold 14 million 737 thousand and 200 yuan in the same period, the purchase amount and the selling amount were 29 million 114 thousand and 100 yuan and 43 million 851 thousand and 300 yuan respectively.

Not only is the champion going to fall, but last year's runner up and second runner up were also very down.

Mei Xinda rose 12.83% last year, and nine Mu Wang increased 11.92% last year, winning the runner up and runner up Title respectively last year. Unfortunately, the two stocks rose 7.35% and 7.47% in the first quarter of this year respectively, ranking 1/3 after the first quarter increase.

Surprisingly similar to fuanna, the two listed companies have the same fundamentals.

The results show that the main business revenue increased steadily in 2011, and realized a net profit of 79 million 635 thousand and 100 yuan, an increase of 930.37% over the same period last year. Its performance is not expected to be achieved by all its peers. The king of nine herd has been strongly recommended by brokerages such as China Merchants Securities. They all believe that their overall development quality is relatively good, and the strategic position of brand building is enhanced, so that they can maintain steady and rapid development.

In addition, seven wolves, Pathfinder, Luo Lai home textiles, jinfeida, Huarun Jinhua, Vico essence, Kai Kai Industrial and other stocks were among the top ten last year, but the first quarter of this year's growth is at the bottom level.

In particular, the first quarter of this year (as of March 23rd closing) fell 22.69%, becoming the worst performing textile and apparel sector.

According to the password data of the compass organization, this year, the main body of the fund headed by the fund sold a net of 12 million 753 thousand and 600 yuan, the purchase amount and the selling amount were 373 million yuan and 386 million yuan respectively, while the private placement fund sold 3 million 432 thousand and 700 yuan in the same period, the purchase amount and the selling amount were 48 million 589 thousand yuan and 52 million 21 thousand and 700 yuan respectively.

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