The Collective "Electric Shock" Concept Stock In The Clothing Industry Is Bullish

This Monday, clothing The industry group "got an electric shock", and the concept stock soared into the sky, entering the United States, an organic grafting of O2O online shopping platform and offline scene experience Clothes & Accessories The stock market rose rapidly, with seven wolves, Youngor and other stocks rising sharply. In fact, according to the latest third quarter report of listed companies, although the performance of the clothing industry in the first three quarters was somewhat differentiated, the company's shares were significantly increased in the third quarter by fund companies, including Jiumuwang, Pathfinder, etc.

According to the latest third quarter report of listed companies, the clothing industry was significantly increased by funds in the third quarter.

The third quarter report released by Jiumuwang yesterday showed that although the performance of the first three quarters of this year fell slightly by 9.62% year on year, the company was very popular with funds in the third quarter. At the end of the second quarter, there were three mutual funds holding 7.7 million shares among the top ten outstanding shareholders, accounting for 6.18%. By the end of the third quarter, a total of five public funds appeared on the list of tradable shares, including a special account product of Chang'an Fund, which held 17.3163 million shares in total, accounting for 13.92% of the tradable shares. The fund increased its position significantly. Among them, Harvest Robust, Great Wall Anxin and Shen Wanlingxin New Power all increased their positions to varying degrees at the end of the second quarter, holding 7.6309 million shares, 2.1632 million shares and 1.7998 million shares respectively, ranking the first, fifth and ninth largest circulating shareholders, while Bosera Strategy, Guangfa's industry-leading products and Chang'an Fund's special account products were all new circulating shareholders in the third quarter. The 109 and 418 portfolios of the social security fund still stick to the position of circulating shareholders.

Similarly, the net profit of the first three quarters of Septwolves, which announced its performance report on the same day, also slightly decreased by 7% year on year, but was also increased by the fund. Everbright Prudential Quantitative Core increased its position by 14.3 million shares to 19.5363 million shares in the third quarter, accounting for 2.59% of the outstanding shares, making it the third largest outstanding shareholder. Haifutong Selection, Zhonghai Energy Strategy and Great Wall Anxin Return are all new in the third quarter. The four funds hold 37.03 million shares in total, with 4.91% of the outstanding shares, which is higher than the fund shareholders among the top ten outstanding shareholders at the end of the second quarter. The social security fund portfolio of 502, 109 and 111 also appeared in the list of circulating shareholders.

The previous report released by Pathfinder also showed that the company was heavily overweight by funds in the third quarter. At the end of the second quarter, a total of four of its top ten outstanding shareholders held 19.52% of the outstanding shares in total, while at the end of the third quarter, six funds held 25.36% of the outstanding shares in total, of which Teda Manulife Efficiency preferred to hold 2008000 shares of outstanding shares, accounting for 8.88%. In the first three quarters of this year, Toread's net profit increased by more than 70%.

In contrast, Red Bean and Jialinjie did not attract funds, while the list of top ten circulating shareholders of Meibang Clothing, whose performance in the first three quarters dropped by nearly 50%, showed that the fund had slightly reduced its position. Although the performance of clothing enterprises has been differentiated, compared with the second quarter, the fund position increase has increased significantly. Since the third quarter, the clothing sub sector belonging to the manufacturing industry has increased by 40%, and the shares of Toread, Seven Wolves and Nine Muwang have increased by 81%, 41% and 25% respectively.