Textile And Garment Industry Data Report 2012 October

Current concerns

Industry data

50 major retail enterprises in October

Retail sales grew by 10.91% over the same period last year: statistics from the China National Business Information Center show that in October 2012, the retail sales of 50 major retail enterprises grew by 9.54%, an increase of 4.79 percentage points from last month. Compared with the same period last year, the growth rate of retail sales fell by 3.23 percentage points, the smallest decline in recent months.

In October, the growth rate has picked up. On the one hand, it is related to the low base in the same period last year. In addition, by the end of the year, the retail enterprises have increased the intensity of discount sales, and to a certain extent, have led to the growth of sales.

Among them, clothing retail sales grew by 10.91% over the same period last year, up 5.14 percentage points from last month. It is worth noting that in October, the retail sales volume increased rapidly, and the growth rate was 10.39%. This is the second high growth rate since this year. The difference between the growth rate of garment retail sales and the retail sales volume is only 0.52 percentage points, which shows that the clothing sales promotion and stock promotion efforts are quite large. The sales growth of gold and silver jewelry has picked up, and the retail sales volume has increased 6.12%, up 3.78 percentage points from the previous month.

Clothing for Enterprises above Designated Size in October

Cap and needle

Retail sales increased by 18.7% over the same period last year: according to the National Bureau of statistics, in October 2012, the total retail sales of consumer goods amounted to 18934 billion yuan, up 14.5% from nominal growth (13.5%) after deducting price factors.

Among them, the retail sales of consumer goods above the quota reached 902 billion 300 million yuan, an increase of 14.8%; in 1-10 months, the total retail sales of social consumer goods amounted to 168356 billion yuan, up 14.1% compared with nominal growth (11.8%) after deducting price factors.

From the point of view, the total retail sales of consumer goods increased by 1.34% in October.

The clothing items of the enterprises (units) above the above limit are viewed in detail.

In October, the total retail sales amounted to 90 billion 600 million yuan, an increase of 18.7% over the same period last year. The total retail sales in 1-10 months were 757 billion 300 million yuan, up 17.9% over the same period last year.

Clothing prices rose 2.7% over the same period in October: according to the National Bureau of statistics, the national consumer price level rose by 1.7% over the same period in October 2012.

Among them, clothing prices rose 2.7% over the same period, clothing prices rose 3%, footwear prices rose 1.7%.

In October, the national consumer price level decreased by 0.1%.

Among them, clothing prices rose 0.9%, clothing prices rose 1%, footwear prices rose 0.6%.

In October, the export volume of textile and clothing increased by 15.8% over the same period last year: the statistics of the General Administration of Customs showed that the export volume of textiles and clothing increased by 8% and 20.5% respectively in 2012 and October. The export volume of textiles and clothing decreased by 5.77% and 11.35% compared with the same month, while the export volume of clothing and textiles increased 2.6% and 1% respectively from 1 to October.

Prosperity survey

Keqiao textile boom index continued to increase by 0.14 points: 20121112 the price index closed at 105.65 points, up 0.14 points compared with the previous period; compared with 106.76 at the beginning of the year, it fell 1.11 points.

This period is shown in Category 1: except

The price index of excipients dropped by 0.27 points, and the price index of raw materials, grey fabrics, clothing fabrics and home textiles increased by 0.01, 0.53, 0.13 and 0.1 respectively.

Shengze silk prosperity index continued to rise 0.05 points: 20121104, the price index closed at 102.19 points, a slight increase of 0.05 points compared with the previous period, and 0.88 points higher than the 101.31 price at the beginning of the year.

Raw material price

The price of cotton rose inside and outside: 20121109 the price index of China Cotton 328 was reported at 18754 yuan / ton, the weekly average price was 18741 yuan / ton, slightly higher than the average price of 18712.2 yuan / ton the previous week; the CootlookA index was 79.4 cents / pound, and the weekly average price was 80.05 cents / pound, which was 1.23% percent lower than the previous week's average price 81.05 cents / pound.

The price of chemical fiber continued to decline: last week, except for the price of polyester filament DTY and acrylic staple, the price of viscose staple fiber increased by 100 yuan / ton a week ago. The price of polyester filament FDY, polyester filament POY, polyester staple fiber, viscose filament yarn, conventional filament spinning, filament grade gloss and filament grade semi gloss continued to show a different degree of callback. The callback range was between 25 yuan and 200 yuan / ton, of which the price of conventional filament spinning and viscose filament yarn decreased by 200, 200 yuan / ton respectively.

Market performance

Back to the trend of adjustment: last week, the Zhou Shou index of textile and clothing index (SW) rose to -4.11% at 1452.52.

In the same period, the Shanghai and Shenzhen 300 index rose by -2.85% per week, and Shanghai A index rose by -2.27% per week.

The whole home textile home plate callback: last week, the textile manufacturing index (SW) and the clothing home textile index (SW) weekly decline were -2.63% and -5.43% respectively.

From the perspective of the subdivision plates, the apparel home textile market has fallen across the board. The weekly rise and fall of men's wear, women's wear, casual wear, shoes and hats and home textile plates (the weighted average of market capitalization) are -5.35%, -8.45%, 6.23%, 6.21% and 5.21% respectively, reflecting the market's difficulties in inventory digestion, declining orders and terminal consumption prospects.

The performance of textile stocks is very strong: from the perspective of individual stock performance, (1) textile manufacturing, 10 stocks have recorded positive returns, and ST stocks are generally on the rise. The shares of Huasheng have risen continuously, and their performance has dropped sharply and weakened the enthusiasm of funds to catch up; ST Maya's largest shareholder, blue tripod group, wants to take 2 billion of the increase and continue to stop trading for two days. In the forefront of the decline, Thailand shares are expected to decline for the whole year, with a weekly decline of 10.27%.

(2) clothing home textiles category, no stock recorded positive earnings last week, with smaller shares of Meyer and Busen shares. The decline of the two stocks was 0.54% and 1.59% respectively, while Jiangsu three friends, news birds and search sites ranked the top three, with a decrease of more than 10%.

Valuation level

The valuation level dropped significantly: as of November 9, 2012, the SW (TTM) was 17.6 times the total value of textiles and clothing (TTM), including 20.3 times of textile production and 16.5 times of apparel home textiles. The valuation level dropped significantly compared with the previous week, but compared with the historical level (the mean value is 27.3 times, 30.7 times, the median value is 23.8 times, 29.8 times), the current valuation is still relatively low.

The valuation premium rate again narrowed: as of November 9, 2012, the textile and apparel (SW) sector valuation premium rate of 53.04%, textile production sub plate premium rate of 76.87%, clothing

Sub plate premium rate of 43.65%, narrowed compared with the previous week.