There Are Traces Of Textile And Garment Sector.

According to statistics, in the 77 listed companies of the textile and garment sector, 72 companies listed the names of the top ten largest shareholders in circulation, 11 of the social security funds were heavily held, and 40 of the funds were heavily held, while the insurance funds and brokerages were heavily held in 10, while QFII was also registered in 2.

Funds, social security funds, insurance funds,

As the main force of market influence, the five major institutions, such as brokerages, have attracted much attention.

In the first quarter of this year, there was a slight decline in the enthusiasm for A shares, and textile and apparel stocks were no exception. However, the appearance of the 3 "meat and potatoes" in the industry reflected that the recent "group buying" activities in the industry had a regular pattern, which made the relevant listed companies follow suit and strive to put these long term funds under their own command.

Textiles and clothing regained institutional love

According to Wind information statistics, the market value of heavy positions held by institutions at the end of the first quarter of 2011 was 1 trillion and 780 billion yuan, and at the end of the three quarter of 2011, the value was 1 trillion and 460 billion yuan, while the value at the end of 2012 was 1 trillion and 450 billion yuan.

From this, we can find that the positions of heavy warehouse stocks haven't changed much.

However, the structure and preferences of institutional heavy positions are very different.

In the textile and garment industry, major institutions have focused on key textile and garment companies, becoming a bright spot in the capital market, with a shareholding ratio of more than 50% as many as 19.

According to statistics, as at the end of the first quarter, the social security fund held a total of 122 million 937 thousand and 200 shares of the textile and apparel listed companies in the first quarter, accounting for 37.49% of the share capital of the tradable shares, while in the fourth quarter of last year, the total social security fund held 133 million 17 thousand and 300 shares, accounting for 41.72% of the total share capital of the circulating stocks.

In other words, the main body's enthusiasm for textile and clothing has also declined.

According to statistics from various agencies, by the end of the first quarter, there were 304 stocks held by the social security fund, 1535 of which were heavily held, and 536 of which were heavily held by insurance funds, 130 of which were heavily held by QFII, while 299 were heavily held by brokerages.

Among the 77 listed companies in the textile and garment sector, there were 72 company names in the top ten major shareholders of circulation, 11 of which were heavily held in the social security fund, 40 of them were heavily held, and 10 were insurance funds and brokerages, and QFII was also registered on 2 textile and apparel listed companies.

Five institutional profit level queuing

By observing the performance of the five main institutions, we found that the stock selection was the most successful in the first quarter, and the overall yield was 6.48%. The fund's heavily loaded stocks were no exception. Since April, the stock market has increased by an average of 5.45%, which has outperformed the 4.88% yield of the market, while the social security funds, insurance funds and QFII are not ideal, and the average increase of the heavily loaded stocks is 4.71%, 4.31% and 4.37% respectively.

The social security fund, known as the national team, has attracted the attention of the market for its frequent escapes and successful searches.

Huafu color spinning is the most valued stock of the social security fund, holding 16 million shares, and its share of circulating capital stock is as high as 6.84%.

Jiangsu's broad-minded, Jia Linjie, Pathfinder, and nine Mu Wang followed closely. The shareholding amounts to 5 million 850 thousand shares, 5 million 300 thousand and 100 shares, 5 million 35 thousand and 100 shares and 3 million 600 thousand shares respectively, and the shareholding proportion is 5.18%, 3.93%, 4.33% and 3% respectively.

It is worth noting that the social security fund holds 5 listed companies, which has increased by an average of 8.13% since April, far outperforming the 4.88% increase in the same period, while the remaining 6 heavily loaded stocks rose by an average of nearly 1.85%.

It seems that the social security fund has also seen the "quilt cover" when the 11 heavily loaded stocks increased by an average of 4.71% since April, which is slightly lower than the same market yield.

Despite the decline in the share value of the public fund shares in A shares in recent years, its impact on the market is weakening, but the fund is still the most influential institutional investor in the market.

Therefore, every move has attracted much attention from the market.

Wind information data showed that at the end of the first quarter, the fund held 40 heavily textile and apparel stocks.

The three stocks of Jihua Group, Jixin bird and seven wolves are the most valued by the fund. Their holdings are 139 million 762 thousand and 100 shares, 79 million 235 thousand and 400 shares and 58 million 134 thousand and 500 shares respectively. Unfortunately, three stocks have gone up 3.50%, 0.32% and 2.57% respectively since April, and all of them have lost the market.

However, the 40 fund's heavily loaded stocks have risen 5.45% on average since April, but they are running ahead of the market.

Insurance fund is an important force that has significantly increased market impact in recent years. At the end of the first quarter, it has 10 textile and apparel stocks.

YOUNGOR and BOC cashmere are two of their most valued stocks, holding 38 million 364 thousand and 200 shares and 10 million 256 thousand and 500 shares respectively. The two stocks have split since the two quarter, while the former has only risen 0.31%, while the latter has risen 14%.

The 10 stocks have risen by an average of 4.31% since April, and their yields are not only lower than the market, but also after the social security fund.

Among the 10 brokerages, Huamao shares and Huarun Jinhua focus on their holdings, holding 45 million 832 thousand and 700 shares and 13 million 335 thousand and 200 shares respectively, with a shareholding ratio of 4.86% and 10.28% respectively.

Two stocks rose 8.91% and 4.40% respectively since April.

The 10 brokerage heavyweights rose by an average of 6.48% over the same period, the most profitable one among the five main bodies.

Because the investment target of qualifying foreign institutional investor (QFII) is strictly limited, its deep participation in the A share market and the investment style are very attractive.

According to Wind information statistics, there are only 2 QFII textile and apparel stocks in a quarterly listed company, namely, Pathfinder and card slave Road, holding 11 million 760 thousand and 900 shares and 560 thousand and 800 shares respectively. Since April, they have increased 8.99% and -0.24% respectively, with an average increase of only 4.37%, which is equivalent to that of domestic insurance funds.

3 "meat and potatoes" baked

The total shareholding ratio of the five main bodies directly affects the company's share price, of which 3 stocks account for far more than 70% of institutional shareholdings.

The company disclosed a quarterly report in 2012. The top ten tradable shareholders were mainly institutional investors. Among them, the 107 new social insurance portfolios held 3 million 591 thousand and 800 shares. The 106 social insurance portfolios in the previous period held 4 million 16 thousand and 800 shares, and the current ten quit.

The fund holds 40 million 640 thousand and 800 shares and shares account for 4.04%.

The main body of the total shareholding of 862 million 808 thousand and 200 shares, accounting for 85.85% of the total share capital of circulation, the highest in the textile and garment industry.

The stock has fallen by 1.58% since April, and the average daily turnover has increased from 985 thousand and 700 shares in the first quarter to 1 million 239 thousand and 700 shares since April.

Due to the further improvement of product supply chain management capability and the further deepening of the fine management of stores, the overall revenue and profitability continued to grow steadily. The net profit in 2012 1~6 is expected to increase by 10% to 30% over the same period last year.

The company disclosed in a quarterly report in 2012 that the number of shareholders in the ten major tradable shareholders increased by about 22% compared with the previous period. The total number of new 1 funds and 1 trust products collectively held 884 thousand and 900 shares, with the total number of main bodies holding 149 million 248 thousand and 400 shares, accounting for 74.25% of the total shares (up 76.13%).

Among them, the fund holds 484 thousand and 900 shares, accounting for 0.24% of the total market share.

The company expects that the net profit attributable to shareholders of Listed Companies in 2012 1~6 will be increased by -20% to 30% over the same period last year.

Since April, the stock has increased by 11%, which has been significantly contrasted with its performance. The average daily turnover has decreased from 4 million 138 thousand and 500 shares in the first quarter to 3 million 627 thousand and 100 shares since April.

The company disclosed a quarterly report in 2012, the number of shareholders decreased slightly compared with the previous period, the chips were highly concentrated, and there were 8 funds among the ten major tradable shareholders.

The main body shares 204 million 18 thousand and 900 shares, accounting for 72.12% of the shares.

Among them, the fund holds 58 million 134 thousand and 500 shares, accounting for 20.55% of the total market share.

The stock has increased by 2.57% since April, and the average daily turnover has increased from 571 thousand and 800 shares in the first quarter to 947 thousand and 500 shares since April.

Due to the growth of company orders, the net profit of 1~6 months in 2012 is expected to increase by 30~50% over the same period last year.

CITIC Securities believes that the breakthrough of the 2012 black label products will become a bright spot. This trend has been clearly reflected in a quarterly report, making the performance growth trend in 2012 clear.