Review Of Plate Market Of Textile And Garment Industry

　 Main news & bulletin summary

1) the concept of "fast fashion" in Quanzhou children's clothing, 2) the market demand for home furnishing clothes increased by 30% annually, 3) the Financial Times: China may sell cotton reserves to cotton prices plummeting, 4) zipper enterprises transformation and upgrading into new ways, 5) Clothes & Accessories The announcement industry view on the lifting of pledge of shares held by controlling shareholders is a neutral and optimistic attitude towards our textile and apparel industry. As the three quarter results did not show an overall improvement in the industry, the valuation of the sector that was driven by the concept of electricity supplier was restored or ended. The industry investment opportunities will return to the stocks with relatively reasonable valuation. Focus: Pathfinder (clothing industry maintains rapid growth, construction of outdoor platform enterprises), warth shares (fur supply is in short supply, raw materials price rises are obvious, raw material trading market outside the company's main business market contributes to the company's short-term performance), and the stock market (large market for women's clothing, high and medium high-end women's clothing, the company's marketing reform effectiveness is continuously released, income growth is fast), Luo Lai home textile and fuanna.

Market Review

Last week, Spin clothing Industry sector fell 0.9 percentage points, the Shanghai and Shenzhen 300 index fell 3.23 percentage points during the same period, and the textile and garment sector won 2.32 percentage points.

Data tracking

Macro data: CPI rose 0.1% in October, up 3.2% compared to the same period last year, and clothing CPI increased by 2.4% compared with the same period last year, of which clothing prices rose 2.5%. shoes Class prices rose by 2%. PPI was flat, down 1.5% compared to the same period last year. Among them, the clothing category PPI rose 1.2% over the same period, the growth rate dropped 0.35 percentage points year-on-year, up 0.17 percentage points.

Price index: the domestic price index of Keqiao's textile industry in November 8th was 93.82, up 0.24 percentage points from the previous period; the textile price index of Keqiao was 106.05 in November 4th, up 0.02 percentage points from the previous period; the Shengze silk price index was 102.18 in November 3rd, 0.04 percentage points lower than that in the previous period; and Leatherwear The price index in November 7th was 113.74, down 0.27 percentage points from the previous period. The price index for women's clothing was 124.84 in November 4th, up 1.68 percentage points from last week.

As of November 8th, domestic 328 spot spot reported 19691 yuan / ton, up 42 yuan per ton compared with last week, and the COTLOOKA index was 85.05 cents / pound, up 0.18% from last week.