The United States' Fiscal Cliff Has Made Great Progress In The Smooth Solution Of The Export Of The Textile Industry.

< p > with the smooth solution of the US < < a href= > http://sjfzxm.com/news/index_cj.as > > financial cliff > /a, the US dollar index has also been greatly boosted recently, and the non farm payroll data released by the US labor department in December were better than expected in January 4th, which has become a catalyst for the appreciation of the US dollar.

Although there was a rather pessimistic anticipation of the non farm payrolls, the relevant figures have brought a big surprise to the people. The US dollar index has been raised again.

Data show that since 2013, as of January 4th, the US dollar / yen 88.16 has risen 1.64%, and the US dollar / Euro 0.76 has risen by 0.9%; the US dollar / Sterling 0.62 has risen 1.08%.

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< p > according to the data released by the labor department in January 4th, the growth rate of non farm employment in the US after the 12 quarter rose slightly exceeded the market expectations, and the unemployment rate was higher than expected.

According to the data, the number of non farm payrolls increased by 155 thousand in the US after the 12 quarter rose, and the expected increase was 150 thousand. In November, the number of non farm payrolls increased to 161 thousand, the initial value increased by 146 thousand, in October it was revised to 137 thousand, and the initial value increased by 138 thousand.

Meanwhile, the unemployment rate in the United States in December was 7.8%, with an expected value of 7.7%, with a revised value of 7.8% and an initial value of 7.7%.

According to the sub item data, the employment of the manufacturing industry increased by 25 thousand in the US after the 12 quarter adjustment, which was expected to be unchanged. The former value was revised to increase by 5 thousand, and the initial value was reduced by 7 thousand.

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< p > analysts believe that the non-agricultural employment report released has the ability to expand or reverse the direction of the US dollar.

When the "fiscal cliff" has just been resolved, the US non farm payroll data released today are remarkable. The current non-farm employment has increased by 155 thousand people, up from 147 thousand in the previous month.

On the other hand, the ADP employment report is far stronger than expected (215 thousand new people and 140 thousand new people expected). It also confirms the inevitability of the non-agricultural employment report stronger than expected.

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< p > on the other hand, the recent 11-12 minutes of the December FOMC meeting of the Federal Reserve mentioned the possibility of stopping QE3 before the end of 2013, and also a certain support for the US dollar. The exchange rate of the US dollar and Japanese yen increased against most of the major international counterparties. The euro / dollar fell further, and the US dollar / yen rebounded again. Before the Japanese yen ended, some of the profits came to a close, which caused a certain pressure on the exchange rate. Commodity currencies also showed weakness. Although the Australian PMI was boosted by the Australian dollar, the loosening of the Fed's expectations loosened the Australian dollar, the NZD and the Canadian dollar.

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Under the background of the US dollar exchange rate or the turning point, the "a target=" _blank "href=" http://www.91se91.com/ "in the domestic stock market" textile "/a" a "target=" _blank "href=" P "," clothing "," light industry "," electronic equipment "and other export industries will gain significant profits, and will benefit from export and other sectors.

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< p > Guo Jin Securities believes that the export situation of textile < a href= "http://sjfzxm.com/news/index_c.asp" > garment industry < /a > 2013 will be slightly improved, that is, the slow recovery process of the US continues to slow down, and there will be little room for EU exports to continue to decline.

Changes in the export situation, coupled with the continued integration of industries, is expected to enhance the profitability of leading enterprises.

Judging from the trend of capacity pfer in the global textile industry, although the rise in labor costs has led to the outflow of low-end orders, China, as the most important manufacturing base of the global textile industry, still has competitive advantages. The biggest competitive advantage lies in the complete industry and the ability to fulfill the orders of foreign enterprises on time and quantity.

Many companies in the listed company focus on the main business and constantly upgrade their product grades, which is expected to achieve growth in the future.

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From the investment point of view, the bottom of the brand retail business has not yet arrived. The overseas demand of export manufacturing enterprises in 2013, especially the improvement of us demand, has been relatively optimistic. In addition, the capacity integration has begun to bear fruit. It is expected that the growth of manufacturing textile enterprises in 2013 will be possible.

We should pay attention to Weixing stock, Baron East, Huafu color spinning, Lu Tai A and possible chemical fiber price rebound.

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