With The Advent Of Cold Wave, Garment Industry Is Facing Opportunities.

In the near future, with the advent of the cold wave, the northern parts of the north have cooled, and the first snow in most parts of the north in the last weekend, or

Bring opportunities.

Judging from the fundamentals of the industry, the current downturn in the industry is affected by the macroeconomic downturn, and the sluggish downstream demand has not yet been effectively alleviated.

In the first three quarters of the year, the total retail sales of clothing retail sales of hundreds of major retail enterprises in the country totaled 11.2%, 0.54 percentage points lower than the cumulative growth rate in the first half of this year, 10.8 percentage points lower than the same period last year.

The year-on-year growth rate in September was the lowest year-on-year growth since March.

At present, the three quarterly reports of Listed Companies in the industry have been completely disclosed. In the three quarter, the performance of Listed Companies in the industry is generally lower than expected. The new fashion press conference in the two quarter of the year has become a popular index in Shenzhen, and many well-known companies.

And the top models in China regard this as the most important fashion event in Shenzhen.

Growth capacity and operational efficiency decrease.

Although the fundamentals of the industry have not yet been clear as a whole, in the short term, the cold wave is expected to bring certain opportunities for the garment industry: the weather will affect the sales of autumn and winter clothing this year to a certain extent, and will help to improve the order of autumn and winter orders in the first quarter of 2013.

The company's winter clothing exports are concentrated in Russia. Recently, the cold weather has appeared in the northeast of Russia. The white temperature has dropped to below more than 50 degrees Celsius. The cold wave has heated up the winter clothing export. The number of Russian customers has increased by three or four over the same period in the past year.

In addition, the new year's Spring Festival in 2013 continued to increase over last year. If the cold current continues, terminal sales will be further improved.

From the valuation level, the industry valuation level is currently low, close to the bottom of history (about 17 times), to maintain the industry's "synchronous big city" rating.

Customers usually place an order three to six months ahead of schedule, then take the ocean pportation, while the replenishment sheet has a shorter production cycle, usually 25 days.

Replenishment orders are carried by customers in their own pockets.

It is suggested that we should pay close attention to the investment opportunities of apparel brand clothing listed on the basis of strong anti cyclical ability, clear positioning of clothing brand and continuous improvement of supply chain management capability.