Three Industries Such As Textiles And Clothing Have Become The Pioneers Of Stock Market Rebound.

Clothing three cumulative increase of 3.9%

In the 3 day of the Shanghai Composite Index's rebound process, the textile and garment sector has become the largest rebound industry in the industry. It is the vanguard of this rebound.

According to statistics from research center and flush [17.91 0.06%]iFinD, the textile and garment sector has increased 3.92% over the past 3 days, and the total net inflow of 3 yuan is 12 million 610 thousand and 800 yuan.

At present, the dynamic price to earnings ratio (TTM) of the plate is 21.92 times.

Statistics show that nearly 3 days in the textile and garment sector stocks rose more than 10% of the total 11.

Among them, the top 3 stocks were Huafang textile [6.60 10%] for 3 consecutive trading days, with a cumulative increase of 33.3%, a total net inflow of 3 million 475 thousand and 800 yuan on the 3 th day, and an opening of industrial [12.73 10.03%] for a continuous 3 day trading, with a cumulative increase of 26.45%, and a total net inflow of 11 million 59 thousand yuan on 3 days. Jiaxin silk [7.04 -1.12%] continued to gain a daily limit, with a cumulative increase of 26.45% and a total net inflow of yuan in the aggregate days.

It is reported that in 2011, in the context of the general increase in brand clothing, the volume of retail sales of the major retail enterprises in the country increased by only 4.36%, and the growth rate dropped by 5.84 percentage points compared with 2010. From the first 4 months of 2012, the sales of clothing decreased by 0.51%, indicating that the affordability of consumers is decreasing.

At present, the growth rate of domestic sales has steadily declined. Consumer confidence is still declining in the total retail sales of social consumer goods. In the first half of this year, the price factor increased by 11.2% in real terms.

Analysts believe that the current moderate growth is on the basis of the modest callback, which is related to the withdrawal of consumption stimulus policies and the early release of holiday factors.

Shanghai Securities believes that the steady growth of textile and apparel industry is still men's wear, women's wear plate, and the serious decline is mainly concentrated in the textile manufacturing field.

The influence of brand and channel is obvious in the overall industry downturn.

At present, the survival pressure of textile enterprises is gradually increasing, and the overseas market will not improve significantly in the short term. The price difference of cotton will also weaken the competitiveness of domestic enterprises. The performance of cotton spinning listed companies will be generally lower than that of last year. However, the weak market demand will also help to eliminate a number of underdeveloped enterprises and enable enterprises to accelerate technological innovation. The securities of the state securities believe that the leading companies in the industry will fall in value and give due attention, such as Lu Tai A[7.10 -0.42%].

Light manufacturing three cumulative increase of 3.81%

The Shanghai Composite Index has rebounded for three consecutive days.

Since the Shanghai composite index rebounded, light manufacturing has increased by 3.81%. It has become the second largest industry in the [2.22 0.91%] tier one industry. Three days, the total net gross profit of the company reached 12 million 610 thousand and 800 yuan. At present, the overall dynamic TTM is 36.22 times.

According to the research center and the flush iFinD statistics, in the 84 light manufacturing industry stocks, three trading days rose 71 stocks, accounting for 85% of the total, or more than 10% of the total stocks were 6, respectively, Zhejiang Zhongcheng [18.60 5.62%], Li Peng shares [16.57 -3.66%], HALS [14.38 -2.11%], Shengda forestry [3.75 -2.09%], Jie Lung Industrial [7.96 9.94%] and Xinhai shares [12.49 -3.18%], respectively, 22.21%, 18.13%, 17.61%, 17.61%, 17.61% and 18.13%.

In addition, there were 43 stocks of total net inflow on three days, accounting for 52% of the total.

Among them, there are 10 net capital inflows of more than 10 million yuan, namely, Shengda forestry (79 million 153 thousand and 900 yuan), Castle Peak paper [3.31 0% (23 million 890 thousand yuan), ST Jinye [13.67 -1.23%] (21 million 487 thousand and 100 yuan), Shan Ying paper -1.61% [1.83 (17 million 18 thousand and 800 yuan), Jin Jia shares [9.88 -0.10%] (13 million 990 thousand and 300 yuan), Fujian Nanjin [4.25 -0.70% (13 million 552 thousand and 500 yuan), *ST crown Fuk 0% 0% (11 million 517 thousand and 600 yuan), Yongxin stock share 11 million 517 thousand and 600 (Yuan Yuan), Rebecca] (yuan yuan) and East Jin Yu Wei (yuan yuan).

From the price earnings ratio of light industry, it is less than 20 times dynamic.

There are 13 stocks in (TTM), namely, Dongfeng [12.26 -0.24%], Purple River Enterprise [4.03 -0.49%], Jing Jia shares, sun paper [5.10 -1.16%], Binxing new material [11.26 -0.88%], Zhejiang Yongqiang [9.85 -0.91%], Donggang shares share], Kaine shares], "[4.03 shares", "Hengli Xing Xing 0.14%], Hengfeng Paper Industry], Lao Fengxiang 0.08%]," Ming jewelry jewelry "and Yihua timber industry]

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For the light industry manufacturing industry, CITIC Securities [12.80 -1.08%] expects that the export of light industry in the light industry manufacturing industry will revive in the second half of the year. Furniture's "short-term trade policy" stimulation and consumption upgrading will promote sustained and rapid growth of domestic furniture and toys; packaging demand will steadily increase and cost pressure will continue to slow down; therefore, the investment rating of packaging and entertainment industry will remain strong.

Transportation equipment increased three or 3.44%

Since the Shanghai composite index rebounded for three consecutive days, the delivery equipment has increased by 3.44%. It has become the third largest industry in the Shenyang world level industry, with a net income of 356 million 10 thousand and 600 yuan on three days. At present, the overall dynamic P / E ratio (TTM) of the industry is 11.79 times.

According to the research center and flush iFinD statistics, in the 125 stocks of the equipment industry, 117 stocks rose in three trading days, accounting for 94% of the total. The total number of shares increased by more than 10% was 3, namely Jin Gu shares [8.98 2.51%], photoelectric shares [18.15 6.08%] and Xi Yi shares [6.39 2.08%], or 12.31%, 12.05% and 12.05% respectively.

In addition, there were 66 stocks of total net inflow on three days, accounting for 53% of the total.

Among them, there are 14 net capital inflows of more than 10 million yuan, namely, SAIC Group [12.67 -1.17%] (137 million 826 thousand and 900 yuan), Changan automobile (42 million 593 thousand yuan), China heavy industry [4.80 1.27%] (42 million 51 thousand and 900 yuan), dawn shares [5.95 0.17%] (34 million 888 thousand yuan) and other stocks.

From the P / E ratio of delivery equipment, there are 48 stocks below 20 times dynamic price earnings ratio (TTM).

Among them, less than 10 times the dynamic price earnings ratio (TTM) shares are Yueda investment [8.43 -1.06%], SAIC Group, China Automotive [8.85 -1.01%], Futian Automobile [6.72 -1.03%], Jiangling Automobile [18.78 -1.05%], Weichai Power [26.20 -2.06%] and FAW Fuwei 0.90%].

Recently, the Ministry of finance, the NDRC and the Ministry of industry and Commerce jointly announced the "energy saving product promotion project" energy saving vehicle promotion directory (the eighth batch), a total of 27.

The 149 models were selected.

The central government will give consumers a subsidy of $3000 each to purchase the selected energy-saving vehicles, which will be paid to the consumers by the manufacturers.

Among them, the number of independent brands in the number of car enterprises and the number of vehicles accounted for a larger proportion, relatively few models of Japan and South Korea.

Jianghuai Automobile [4.91 -1.80%], BYD [16.95 -2.53%], the Great Wall automobile [15.78 0.32%], Changan automobile [5.28 0.38%], Dongfeng Automobile [3.05 -0.33%], Shanghai automobile, brilliance automobile, Geely, FAW Xiali, Chongqing Lifan and so on many kinds of vehicles are included in the catalogue.

In this regard, Shenyang Wanguo commentary, the scope of subsidies extended on schedule, benefiting enterprises in line with expectations.

Through analysis and comparison of potential entry catalogues, it is considered that the good news has not yet been completely released. The main line of policy is still concerned about Changan automobile, the Great Wall automobile and SAIC Group.