Structural Big Opportunities Wait For The Textile And Garment Industry To Seize.

Moderator Manulife: the disclosure date of the annual report is approaching this year. The performance of preview shares has begun to rehearse performance in the newspaper industry.

Of the two stocks that were trading on the market yesterday, 6 were the preferred shares in the China news report. Among them, there were 3 pre growth companies, and the performance of China Daily has become a new investment theme.

As of yesterday, 854 companies issued a notice in the newspaper, of which 495 were pre performance shares, accounting for nearly 60%.

But in the ups and downs of the market, and in finding uncertainty opportunities in uncertainty, this investment concept has been recognized by many investors.

Therefore, the interpretation of performance wave also emerges with the rebound of the market.

Miss Jane gave us an opportunity to analyze the performance of the newspaper.

Jane prize Ping: the performance of the China Daily increased mainly in three industries: first, food and beverage, such as liquor; second, agriculture, forestry, animal husbandry and fishery; third, textile and clothing, and the logic behind the three industries' significant increase has a common factor. You will find that these three industries are related to some industries that are densely populated by our people. Why do these industries increase? Because their ability to pfer inflation is still very strong.

Last year, prices are still rising. Although the market has dropped recently, the cost of these enterprises will be able to adjust their product prices. The market performance is good in the first quarter, especially in the food and beverage industry.

Now I would like to focus on home textiles and

Industry, home textile industry, after everyone bought a new house, the demand for home textiles is relatively strong.

Look at three key domestic companies, the first is Meng Jie home textiles, the stock price is still low, yesterday is the daily limit board; two is Roley home textiles, yesterday is the intraday consolidation breakthrough; three, fuanna is relatively strong in the three stocks, yesterday's share price has also brushed a record high.

What's the common logic behind these three home textile stocks? Last week, the central bank cut interest rates, and real estate also released a lot of data. The domestic real estate sales data such as the domestic insurance company, the real estate sales data, the real estate sales in May, if in May and April compared to the overall growth rate of the ring to 15% to 20% ratio, and last May than the 7%, 10% sales growth, with the central bank to cut interest rates, the country a lot of rigid demand is still willing to buy a house.

We also saw thousands of people queuing up to buy houses in Guangdong area yesterday, and real estate stocks in China also showed a strong trend.

That is to say, after the whole real estate industry has warmed up, it is expected that the home textile industry will show signs of warming.

At present, the overall performance of these home textile companies is still acceptable. The basic valuation is not very expensive. These three companies have some trading opportunities to capture, and there are some medium and long-term investment opportunities for some key companies.

Meng Jie home textile development last year is still more active, so we feel that its entire market share may increase with the real estate rebound, including sales increase, next look at a women's clothing company called.

Shares, this is a clothing company, I believe some female friends should know that it is done.

The company ranked the top ten in the country, with a sales of Marie n degree Mary. The valuation of the company is not very high, and the share price is also rising smoothly. The overall performance of the rankings shares in the clothing industry is still good.

Investors can do some digging.