Retail Sales Of Textile And Apparel Terminals Are Increasing

Less interference factors and promotion in August

Retail sales of such terminals are growing faster.

In August, the trend of clothing meso and micro data was consistent. Among them, the retail sales of apparel retail businesses increased by 16.7% over the same period last year, up 5.2 percentage points from the previous month (retail sales grew 5%, up 2.5 percentage points from the previous month); however, the trend of the meso and micro level data of jewellery was inconsistent, reflecting that the retail sales data of small and medium-sized cities or small and medium-sized shopping malls were better than those of key shopping malls.

Exports rebounded slightly, but

Exports of goods are still poor; since August, the price of precious metals, major textile raw materials and textiles has continued to rise.

China Merchants Securities [10.11 4.98% shares bar Research Report] believes that the two men's clothing companies next spring and summer orders will be slightly lower than expected impact, the industry has recently extended the trend of adjustment.

The industry lacks catalyst in the near future, and the market is expected to digest the slowdown in orders next year.

However, there has been more adjustment in the recent industry valuation. After a reasonable digestion of the growth rate next year, we can select stocks that are expected to get some revenue by the end of the year.

Short term relative emphasis recommendation

, [35.31 1.20% shares, research report, card slave, Pathfinder [17.16 4.95% shares bar Research Report, in addition, old Fengxiang [22.62 4.29% shares bar Research Report] recently accompanied by gold price trend can be phased choice, AOKANG's recent sales data is still good, this year valuation cost-effective is more appropriate.

The order will be reasonable after digestion.