Two Quarter Textile And Apparel Terminal Sales Or More Optimistic
In April 2nd, the first national consumer promotion month activity started, analysts believe that the favorable policy background or will stimulate the two quarter of textile and clothing consumption, terminal sales or more optimistic.
Textile performance is unsightly
Orient Securities analysts pointed out that export enterprises are affected by peripheral economic slump and raw material prices continue to slump, the first quarter revenue and earnings will decline significantly. Due to the difference in pricing power and buying and selling mode, the continuous downturn of raw material prices has different effects on raw material manufacturing and brand clothing enterprises. In the first quarter, brand clothing enterprises expect gross profit margin to maintain an upward trend compared with the same period, but the gross profit margin of manufacturing export enterprises will decrease significantly compared with the same period last year.
Gray cloth, cotton yarn and cotton seller Changshan shares (000158 shares, quotes, information, main trading) first quarter results notice that the company expects the first quarter attributable to shareholders of listed companies net profit loss of about 19 million 500 thousand yuan, a profit in the same period last year, basic earnings per share loss of about 0.027 yuan.
Weixing shares (002003 shares, market, information, main trading) 2012 first quarter performance loss is expected, after the fourth quarter of last year, the second consecutive quarter of negative growth year after year, the first quarterly loss. Analysts believe that the warm winter effect and the sharp rise in clothing prices led to the growth in the number of domestic garment retailers in the second half of last year, and the decline in downstream demand and the fierce competition in the industry affected the company's performance.
Last year, the company's gross profit declined and its cost increased, dragging down its performance. In 2011, the company's operating income increased by 5.71%, but its operating profit and net profit decreased by 21.18% and 23.39% respectively.
Data show that the zipper industry's leading enterprises Xun Xing shares (002098 shares, market, information, main trading) is expected in the first quarter net profit loss of about 3 million 800 thousand -200 million, net profit decreased two times compared to the same period.
Brand clothing rose steadily
Shenyin Wanguo research report points out that Men's wear Is still the most robust growth performance, home textiles need to wait for the industry turning point. In addition, external demand is still weak, and it is expected that the growth rate of export enterprises will still be difficult to improve in the short term.
In the first quarter of the year, men's clothing was on the market. Analysts expect that the growth rate of birds in the first quarter is over 25%, and the volume price is about half, which is better than the actual sales of the terminal. Gross profit has increased by more than 40% due to the continuous improvement of the increase in price and discount rate.
China and Thailand joint research report that the company's terminal in the first quarter was affected by factors such as Spring Festival, rain and spring, but the overall stability was relatively stable, and the company's shipment was ahead of schedule, so the quarterly performance maintained a high growth rate.
The good news bird (002154 shares, quotes, information, main trading) pointed out in the 2011 Annual report that the brand attached to the company is worth upgrading, the gross profit margin has been gradually raised, and the investment efficiency of the fund-raising has shown. With the integration and vigorous expansion of the company's marketing network, increasing the number of large stores and improving the performance of single stores has greatly improved the company's profitability. Sub products, the company's main source of income birds and trousers, gross profit margin increased by 6.27%, 6.37% respectively.
The Pathfinder (300005 shares, quotes, information, main trading) as the leader of the domestic outdoor products industry with high growth rate, the company's revenue was 750 million in 2011, and the terminal sales accounted for 18% of the domestic outdoor industry. The CIC securities research report predicts that the company's first quarter performance will maintain an increase of about 100% over the same period.
Analysts said that the "outdoor" trend prompted more ordinary consumer groups to buy powerful outdoor products, and outdoor industry store sales accounted for 63.3%, and the growth rate far exceeded that of stores. Brand awareness decided to empower shopping centers, and the concentration of dominant brands is expected to continue to improve.
The continuous cultivation of women's clothing brand (002612 shares, quotes, information, main trading) has announced a quarterly report. During the reporting period, the company achieved revenue of 316 million, an increase of 36.33% over the same period. The net profit attributable to shareholders of listed companies was 78 million 450 thousand, an increase of 92.36% over the previous year, 0.39 yuan per diluted share, and 42 million 610 thousand of the company's operating cash flow, an increase of 5.71% over the same period. The company expects to grow at 20%-50% in the first half of 2012.
Researchers believe that the company has now formed more mature. Brand operation framework And the design ability is outstanding, and the brand of the main brand has obvious advantages. In the future, it will rely on strong financial strength and brand foundation. And terminal sales are good, and expect to grow well throughout the year.
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