• <abbr id="ck0wi"><source id="ck0wi"></source></abbr>
    <li id="ck0wi"></li>
  • <li id="ck0wi"><dl id="ck0wi"></dl></li><button id="ck0wi"><input id="ck0wi"></input></button>
  • <abbr id="ck0wi"></abbr>
  • <li id="ck0wi"><dl id="ck0wi"></dl></li>
  • Home >

    Holding The "Leading White Horse", The Textile And Clothing Industry Waits For The Recovery Of Prosperity

    2012/7/24 11:59:00 259

    Seven WolvesTextile And ClothingHome Textile Industry

    One week's main review: 1. Industry tracking: ① In June, the retail sales of 100 key retail enterprises increased by 15.8% year on year, the highest monthly growth rate since the beginning of the year. In the first half of the year, the retail sales of 100 key retail enterprises increased by 11.02% on a year-on-year basis, of which the retail sales of clothing products increased by 9.82% on a year-on-year basis, a sharp drop compared with the same period last year. However, from the perspective of monthly growth, the retail market in China showed a slow recovery trend in the second quarter. ② Last week, we released the Investment Strategy for the Textile and Garment Industry in the Second Half of 2012: It is expected that the operating conditions of textile manufacturing enterprises in the second half of 2012 are still not optimistic, and the recovery of retail terminal sales is expected to drive the improvement of clothing retail enterprises. In the context of the economic recovery, investors are advised to be alert to "investment traps", arrange "leading white horses", and pay attention to "flexible varieties". ③ Last week, we issued the report "The seventh series of in-depth research on online shopping: clothing e-commerce home textiles, shoes, children's clothing, outdoor articles", which combed the online shopping market of various sub industries and concluded that traditional offline enterprises have the first mover advantage in operating home textiles (high degree of standardization), outdoor products (strong functional requirements), shoes (focusing on brand awareness); The future development space of children's clothing is huge. At present, Taobao brand is more popular on the Internet.


    2. Company tracking: ① Seven Wolf Franchisee tracking: In the first half of the year, affected by weak consumption, terminal sales in Fujian Province declined to a certain extent year on year, with a decline of about 10%. The August 2013 Spring Summer Order Conference is about to be held, and it is expected that the company's guiding order volume will grow at 20%. ② Follow up by Baoxiniao franchisees: the terminal sales in Jiaxing in June were basically the same as last year, and the inventory was slightly accumulated but still benign. ③ Shinur Company tracked that more than 60 stores were newly added in the first half of the year, and the expense rate slightly increased during the period when there were many stores opened. It is expected that the growth rate of net profit in the mid report will be less than 10%, and the performance in the third quarter is expected to gradually improve.


    Last week, the trend of textile and clothing sector was stronger than the market. Textile last week clothing The index fell 0.20% and rose 1.76% relative to the Shenwan A index. Among them, the clothing and home textile index fell 0.11%, 1.86% higher than the Shenwan A index; The textile manufacturing index fell 0.33%, 1.64% higher than the Shenwan A index.


    Basic industry data: ① In June, the retail sales of 100 key retail enterprises increased by 15.8% year on year. From January to June, the retail sales of 100 enterprises increased by 11.02% year on year, including 15.81% in June, 21.91% in June, 17.72% in June, 13.56% in June, and 13.43% in June. ② From January to June, the retail sales of clothing products of 100 key enterprises increased by 9.82%. From January to June, the retail volume of clothing commodities increased by 0.99%, which was higher than that of the first quarter. ③ Last week, cotton and chemical fiber prices rose mainly: domestic 328 spot goods rose slightly by 0.2% last week and closed at 18262 yuan/ton, while Zheng Mian's main contract fell slightly to 19460 yuan/ton. Polyester staple fiber rose 2.3% to 10100 yuan/ton, viscose staple fiber rose 0.4% to 14800 yuan/ton, and nylon chip flat to 20400 yuan/ton.


    Our view: hold the "leading white horse", pay attention to "flexible varieties", and wait for the boom to pick up. Last week, we released the textile and clothing investment strategy for the second half of 2012. It is expected that the retail terminal will gradually recover in the second half of 2012. We are optimistic about the men's clothing white horse stocks with stable operations. It is expected that the leading enterprises will report rapid growth in the mid report, and the performance in the second half of 2012 will be strong. Judging from the recent market performance, the textile and clothing sector frequently reported "landmines". Last week, under the pessimistic sentiment that the growth rate of men's clothing orders would slow down, the "leading white horses" of men's clothing all experienced a certain degree of correction, providing investors with a better time window for bargain hunting.


    At the same time, the de stocking of the home textile industry is progressing smoothly, and it is expected to reach the bottom in the second half of the year. It is expected that the performance of the third quarter or annual report will be substantially improved. Continue to recommend the stable men's clothing leader Seven Wolves, Nine Muwang, and Baoxiniao; It is suggested to pay attention to the elastic variety Luolai Home Textile. At present, Luolai has a low valuation and a certain margin of safety; It can hold potential growth stocks with multi brand layout for a long time: Shanghai Jiahua and Landsee.

    • Related reading

    A Large Number Of Movable Fabrics For New Fabrics In Autumn And Winter In China Textile City

    Industry Overview
    |
    2012/7/24 11:44:00
    175

    Review The Splendid Course Of Chinese Clothing "Golden Ten Years"

    Industry Overview
    |
    2012/7/19 11:22:00
    217

    PTA Rebound Cycle Continues

    Industry Overview
    |
    2012/7/19 9:22:00
    175

    Integrated And Centralized Control Of Dyeing And Finishing Industry In Quanzhou, Fujian

    Industry Overview
    |
    2012/7/18 10:29:00
    402

    In The Second Quarter, The Market Of Industrial Textile Industry Was Shuffled, And The Enterprise Survived The Fittest

    Industry Overview
    |
    2012/7/18 10:13:00
    202
    Read the next article

    Analysis Of Renmian Yarn Market In Hebei, Shandong And Henan Provinces

    The cotton yarn market has been in turmoil. Let's take a look at the latest trend of the yarn market in Hebei, Shandong and Henan.

    主站蜘蛛池模板: 久久国产精品久久精| 国产熟睡乱子伦视频| 国产精品多人p群无码| 亚洲精品美女久久久久99| 久久精品一本到99热免费| 国产激情视频在线观看首页 | 国产乱子伦农村xxxx| 久久精品人人槡人妻人人玩AV | 无翼乌全彩无遮挡之老师| 国产精品自在线拍国产手青青机版 | 蜜桃久久久久久久久久久| 波多野结衣在线不卡| 在线观看免费亚洲| 吃奶摸下高潮60分钟免费视频| 中文日韩字幕一区在线观看| www一区二区| 最近2018免费中文字幕视频| 国产女人高潮抽搐喷水免费视频| 久久国产精品99精品国产| 试看91福利区体验区120秒 | 女人被男人躁到呻吟的| 国产SUV精品一区二区88L| 久操视频免费观看| 青青国产在线播放| 抽搐一进一出gif免费视频| 午夜剧场1000| 99热亚洲色精品国产88| 精品伊人久久久| 大陆老太交xxxxxhd在线| 八戒网站免费观看视频| 久9久9精品视频在线观看| 精品国产自在久久| 在线免费你懂的| 亚洲中文字幕久在线| **性色生活片久久毛片| 狠狠做深爱婷婷综合一区| 国产精品欧美亚洲韩国日本久久 | 欧美黑人XXXX高潮猛交| 天天做天天添天天谢| 免费人成视频在线观看网站| 中文天堂在线观看|