The Clothing Sector Is Expected To Become A Potential Stock Market.

Yesterday, the A share market has been stabilized in the concussion, and the stock market has gradually become more active.

Yesterday's Dayang creation [12.42 10.01% shares bar Research Report] the trading limit strengthened the market's anticipation of the rise of the clothing sector.

So, does the clothing plate have investment value?

Clothing shares, like food and beverage shares, have broad industrial growth space and a typical trend of consumption upgrading.

In recent years, the domestic economy has maintained rapid development, and the per capita disposable income of urban residents has been increasing. From 2001 to 2009, the per capita disposable income of urban households increased from 6859.6 yuan to 17175 yuan, with an average annual compound growth rate of about 12.2%.

In the next few years, the domestic economy is expected to maintain sustained and rapid development, and the per capita disposable income of urban households will continue to grow.

The change.

The two information can support the above views. First, the high-end brands are outstanding.

According to the Euromonitor Research Report, the number of middle class in 2008 has reached about 85 million 500 thousand people, mainly distributed in economically developed areas such as Beijing, Shanghai, Guangzhou and Shenzhen. The number of middle class in the two or three tier cities is also growing rapidly. It is expected to increase to 104 million people in 2011 and a compound annual growth rate of about 7%. There is broad room for development of the high-end clothing market related to the consumption power of the middle class. Influenced by this influence, the brand clothing enterprises such as the [40.47 -1.05% share Research Institute of cnndi Road, [37.77 1.64% shares of Langer group and so on, have become a new darling of the securities market.

Two is the new consumer hot spot is also rapidly emerging, not only refers to high-end luxury brands, but also includes the rise of leisure and outdoor sports clothing industry.

The former is mainly based on

[23.00 0.09% shares bar Research Report], the latter is mainly represented by the [16.90 1.75% shares research newspaper, which means that the clothing industry has entered a colorful development cycle, thus guiding the new direction of investment for the A share market investors.

Because of this, the author is inclined to think that the middle and short term clothing plates do have the possibility of being active.

On the one hand, China has just entered the brand society, and its brand loyalty is relatively high.

On the other hand, it is because of the current situation.

The quality of the high-end brands is indeed competitive, and the quality of some high-end brands has already been competitive with the international brands.

At present, the future growth trend of clothing listed companies with the advantage of brand clothing has the possibility of increasing speed.

The current valuation is also cheaper, and has the ability to attract the attention of new funds. For example, the dynamic P / E of card road is less than 35 times, and the dynamic price earnings ratio of the group is less than 30 times.

While the dynamic P / E ratio of [13.95 -2.38% shares of research group is less than 30 times, based on the 2013 performance forecast, its future dynamic P / E data is lower.

Such information means that the clothing sector is expected to become another gold mine after the food and beverage sector, whether from the perspective of growth or from the point of view of valuation data.