Weekly Data Tracking Report Of Textile And Clothing

A brief review of Louis Vuitton brand Several representative cases in the history of development, we have summed up Louis Weedon's basic steps in dealing with brand imitation and brand Betrayal: developing new products (product styles, patterns and insurance locks) - Product Registration - Analysis of the company's balance sheet - the conclusion that the patented product is the core competitiveness of the Louis Weedon brand - the product catalog. Grassroots data: We studied the overall market share of the top ten brands of clothing in major retail enterprises in May 2012. Among them, the market concentration of men's shirts, jeans, trousers, down garments and leather clothing is at a relatively low level; the dominant brands of women's underwear are concentrated, while the top three Manifen, Ann Li Fang and AI share 26.96% of the market share, which is 1.22 percentage points higher than that of last month.

Weekly data tracking: no production data were released last week. Retail sales data: in 2012 1-6, the number of retail sales of 100 major large-scale retail enterprises increased by 11.02% over the same period last year, down 15.9 percentage points from the same period last year. However, from the monthly growth rate, the retail market in China in the two quarter showed a slow recovery trend. In the first half of the year, the sales volume of clothing increased by only 9.82%, compared with 21.81% in the same period last year, but it was obviously narrowed compared with 1-2 this year, and it has obviously rebounded in the two quarter. It is worth noting that the total volume of clothing retail sales increased by only 0.99% in 1-6 months, which means that the price increase was the first half of the year. Sale The main driving factors behind the growth. In terms of raw material prices, last week, the average price of the 328 grade cotton spot, the American cotton spot (standard level), the domestic viscose staple fiber and the domestic polyester staple fiber were 18484.75 yuan / ton, 68.95 cents / pound, 14800 yuan / ton, 10067.50 yuan / ton respectively, rising 0.13%, 1.52%, 0.34% and 1.85% respectively.

Last week, the news was worth noting: the sales volume of the same store in the second quarter increased by 5% in the 31st quarter, and the release date of the 2013 spring and summer stock was delayed. Jialin Jie plans to invest 4 billion to build the production and R & D base of the top grade fabric and clothing; Luo Lai home textile launched its own investment platform last week (July 16th -7 20), the market continued to decline, and the overall performance of the textile and garment sector was stronger than that of the big market, with a slight decrease of 0.2%, of which textile fell 0.32% and clothing fell 0.11%. Judging from the performance of stocks, last week, the leading companies in the sector were: opening industrial, Huafang textile, leading shares, Shanghai Sanmao and Shenda shares, or 53%, 34.97%, 20.93%, 15.61% and 10.06% respectively; and Meng Jie shares fell 7.89% last week, at the end of the plate.

We are optimistic about the trend of long-term consumption upgrading and the era of brand consumption, and maintain the industry's overweight rating. But in the short term, the recovery of terminal consumption and exports is uncertain. It is judged that the valuation switch Market in the second half of this year will be delayed and highly limited. Recommend the men's clothing company, the seven wolves, the nine herd kings, the good news birds, and the rapid expansion of the company. Home textile industry is due to the middle term of home textile Declining performance It shows that home textiles are still in the adjustment stage in the short term, and it will take some time to recover.