Textile And Garment Industry Is Still Lacking Strong Driving Factors.

< p > < strong > Market Review: < /strong > < /p >

< p > performance is better than the market. The best wool textile is: last week, < a href= "http://www.91se91.com/" target= "_blank" > textile < /a > a href= "http://www.91se91.com/" target= "href=" > clothing > < index > (week) rose 0.61%, of which textile manufacturing index and clothing home textile index (week) rose by 1.05% and 0.23%; wool and textile, women's wear, casual wear and home textiles continued to rebound in the subdivision plate, among which wool textile Rose (total market value weighted average) 1.28%, while the accessories, silk and men's clothing that were the first to rebound were relatively weak, and the accessories were led to fall (the total market capitalization weighted average) 2.05%.

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< p > nearly 40% stocks rose and the trend of decline slowed down: last week, many stocks rose and gained better market performance through the speculation of subject matter. For example, although deep textile A had a huge deficit in the year of 2012, it rose to 16.95% due to the concept of OLED, and ST benefited from the strong rebound of the ST sector and the 12.56% rise of the week. Georges Bai, Jin Fei Da borrowed new shares and the concept of mining reached 19.44% and 13.71%.

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Less than P, the stocks that made a good profit in the early stage showed a callback, while the United States, Xinda and the 100 circle trousers industry fell by 7.55% and 7.42% respectively. The shares of Rand were also affected by the lower performance, and fell by 5.16%.

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< p > < strong > data tracking: < /strong > < /p >.

< p > < strong > raw material end: < /strong > /p >

< p > (1) cotton prices continued to rise slightly, 20130113 cotton 328 price index 19258 yuan / ton, higher than the end of December 57 yuan / ton; CootlookA index closed at 83.35 cents / pound, basically flat at the end of December.

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< p > (2) the price of viscose filament is dropping fiercely. The price of polyester chip and acrylic staple is flat before the week before. The price of viscose filament and ethylene glycol (MEG) has decreased by 200 and 1000 yuan / ton respectively. The prices of purified terephthalic acid (PTA), polyester filament, polyester staple fiber, viscose staple fiber and filament grade have risen by 70~550 yuan / ton in varying degrees.

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< p > consumption end: in December, the retail sales of 50 major large retail enterprises increased by 10.1%, and the growth rate slowed down 17.5% from last month's 17.5%. On the one hand, the base was higher than that of the same period last year. On the other hand, sales promotion in November led to the rapid growth of clothing sales in November, but also overdrew sales in December to a certain extent.

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< p > price: CPI clothing rose 1.9% in December, flat compared to the same month, rising 3.1% in 1-12 months; RPI apparel < a href= "http://www.91se91.com/" target= "_blank" > shoes < /a > hat increased 1.7%, the ring was flat, 1-12 months up 2.9%.

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< p > export end: in 2012, the total export volume of textiles and clothing increased by 2.84% over the same period last year, a sharp decrease of 17.20 percentage points over the same period last year.

From the data of ring to date, exports in December experienced a marked rebound after the two months' decline in October and November. In December, the export volume of textiles and clothing increased by 14.91%.

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< p > < strong > this week's viewpoint: < /strong > < /p >

< p > textile manufacturing: in 2012, China's textile and clothing exports increased by 2.84% over the same period last year, a sharp drop of 17.20 percentage points compared to the same period last year. In December, textile and clothing exports rebounded significantly under the low base number, a significant increase of 14.91% over the month.

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< p > but in the short term, there is still a lack of strong driving factors in the industry's recovery.

Although the trend of the plate has been strong since December, all the fierce stocks are involved in different concepts and are separated from their basic faces.

It is expected that the market will return to the trend of adjustment with the performance of the annual report.

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< p > clothing > a href= "http://www.91se91.com/news/index_c.asp" > Home Textiles < /a >: in December 2012, the retail sales of 50 major large-scale retail enterprises increased by 10% compared to the same period last year, up 11.4 percentage points from 21.4% in the same period last year.

In the short term, there is still a lack of hot spots in the industry. Large scale, large and large sales promotion is not a long-term solution. The terminal data is still worried. But the performance of the group is expected to be lower than expected, reflecting the downward pressure on profit forecast and weakening the valuation recovery.

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< p > combination this week: Pathfinder, wedding bird, and Luo Lai home textiles.

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< p > risk warning: risk of continuous consumption, poor inventory improvement and rising operating costs.

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