It Is Still Early For Garment Enterprises To Hit Bottom And Rebound.

< p > according to the latest data released by the National Bureau of statistics, the total retail sales of consumer goods increased by 1.47% in November 2012.

Among them, < a href= "http://www.91se91.com/" target= "_blank" > clothing < /a > < a href= "http://www.91se91.com/" target= "_blank" > shoes > hat > needle > needle > "101 billion 100 million", retail sales volume increased by 20.6%, which is the first increase over 20% in the year.

The most important selling season of the year is approaching with the three holidays of new year's day and new year's day.

After experiencing severe winter in the first three months, retail sales of hundreds of large retail enterprises began to rebound in November.

< a href= "http://www.91se91.com/news/index_c.asp > > garment enterprises < /a > senior analysts believe that the main reason for growth is the low base in the same period, the promotion at the end of the year, and the initial results of cleaning up inventory by garment enterprises.

But whether this means sales rebound is still to be seen.

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< p > < strong > retail sales growth rate exceeded 20% in November, < /strong > /p >

< p > "10-11 months, stimulated by cold air in the north, especially since the beginning of winter this year, the temperature has obviously decreased, which has promoted sales, and the sales of winter clothing have improved."

China Merchants Securities (600999, stock bar) (market share bar trading point) analyst Wang Wei revealed that the two quarter retail sales volume of 002612 (stock market) stock market (stock market bar) was 130 million yuan and 150 million yuan respectively (only direct stores, no tax deduction, tax deduction).

Pathfinder (market share trading point) as at the end of November, in addition to Xinjiang's regional growth of more than 30%, other terminal retail sales grew by 58% over the same period last year, compared with the 36.7% growth rate in October, and the growth rate was higher than that in other regions. In some regions, the retail sales in Shandong and Qingdao increased by 80%.

It is reported that as of the end of November, the sale of the Pathfinder in autumn and winter was 36%, compared with 26% in the same period last year.

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< p > seven wolves have achieved a certain recovery in terminal retail business in November. The growth of Direct stores has increased by more than 20%, and the same store has increased by more than 10%.

Nine Mu Wang (601566, stock bar) (market share bar trading point), good news bird (market share bar trading point) also showed the same trend in November, the month straight sales achieved 20% and 25% growth respectively.

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< p > high inventory of Semir < a href= "http://www.91se91.com/" target= "_blank" > dress < /a > (002563, stock bar), from the company's wholesale distribution caliber caliber, income in November and last year were at the same level.

In the past November, the company estimated that the total retail revenue in 2012 would increase by about 10%, but the final profit would depend on the settlement in the four quarter.

From the 2013 spring and summer orders will be feedback, Semir and Barra two brand order amount is basically the same as last year.

Last year, the company's inventory cycle will continue for some time. It is estimated that the stock return will continue to the normal level until the first quarter or the two quarter of next year.

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< p > however, compared with domestic brands, most overseas brands failed to perform well in November, and the year-on-year growth rate of revenue generally slowed down.

While UNIQLO and Lim ited grew by 14% and 5% respectively, better than expected, G ap11 grew by only 3% in the same month, less than 3.9% of analysts surveyed by Thomson Reuters.

The H &M revenue rose to 5% year-on-year at the end of November, up 2% from the previous quarter.

Meanwhile, sales increased by 7% in the same month in November, but sales in the same store decreased by 1%.

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< p > < strong > the cost pressure has not been reduced < /strong > /p >

< p > according to the data, in November, the retail sales of all kinds of clothing of 100 major large retail enterprises increased by 9.2% over the same period last year, up 6.8% from the previous month.

Among them, women's wear and children's wear achieve two digit growth rate over the same period last year.

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< p > "November is only a small warmer. Behind this situation, there are many factors to decide."

Dou Huaishan, a senior retailer, said that the first year of the year is approaching, and there will be a big release of consumption expectations for next year's two sessions.

Secondly, new year's day and Spring Festival are approaching.

But Dou Huai Shan believes that this does not mean that the clothing industry is beginning to pick up.

"This growth momentum is mainly due to the economic downturn. The fourth quarter of last year and the low sales base in October this year resulted in a significant increase."

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< p > reporter learned that, in November, the a href= "http://www.91se91.com/news/index_s.asp" > cotton price < /a > continued to increase by 0.6%, while the price of outer cotton continued downward 1.3%, and the difference between the inside and outside cotton prices was widened.

At the same time, the price of fine wool continued to rise by 4.5%, while the price of viscose and polyester fibers decreased, but the prices of cotton yarns and grey fabrics continued to rise slightly with cotton prices.

Cost pressures continue.

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