The Size Of Clothing Online Shopping Market Reached 145 Billion 500 Million In 2011.

Market Review

This week, the Shanghai Composite Index closed down at 2404.74 points, down 1.42% while Shenzhen stock index closed at 10279.3 points, down 0.53%, and Shanghai and Shenzhen 300 closed at 2623.52 points, down 1.53%.

Plate performance is better than the market, this week rose 0.34%, intra plate differentiation, including textile manufacturing sector fell 1.59%, clothing home textile plate rose 1.99%.

Industry dynamic scanning

(1) China

The first spot electronic trading market is on the line in Wuxi; (2) the RMB will carry out a two-way fluctuation; (3) in 2012, China's export growth will drop to about 10%; (4) the cotton price trend or pressure is coming to a close at the end of the purchase and storage plan; (5) the price cuts swept the Korean clothing market; (6) in 2011, the scale of China's apparel online shopping market reached 145 billion 500 million.

Company News Click

(1) China: 2011 annual business income increased by 31.9%, net profit increased by 48.8%; (2) 31d: 2011 annual turnover increased by 14.8%; (3) Xinye Textile: 2011 net profit increased 13.79%; (4) Shandong willing to pass the review of high-tech enterprises; (5) Pathfinder: to invest in the establishment of a "harbor company" to create a new brand of e-commerce ACANU; (5) cashmere industry: the first quarter net profit is expected to grow by 193%-246% over the same period last year.

Investment perspective

Textile manufacturing sub industry: textile manufacturing sub industry boom is still in the downward range, the external market demand is still relatively low, the textile sector early growth is larger, the recent attention to callback risk, it is recommended to actively focus on R & D, technology and equipment has the advantage of the global yarn dyed leader Lu Tai A.

Clothing home textile sub industry: from last week's market performance, the market investment preference has obviously shifted to defensive assets. We are optimistic about the comparative advantages of the brand.

Home textile enterprises.

In terms of allocation of stocks, it is recommended to pay close attention to the investment opportunities of Pathfinder, Langer, fuanna and growth firms. The March order meeting data will become a catalyst for stock prices in the near future.