Fourth Quarter Institutions A Shares Enthusiasm Recession Only Three Textile And Garment Stocks Favored.

China's securities market entered the December with amazing changes. The market suddenly retaliated in from December 4th to 10th and rose by 6.33% in just 5 days. During the same period, the textile and garment sector was revitalized and its total rose by 9.78% over the same period of P.

What changes will be made in the stock market in the last 10 Yu Tian years of 2012?

The fund, < a href= "http://www.91se91.com/news/list.aspx ClassID=101112107105" > Social Security Fund < /a >, insurance funds, QFII and brokerages, and other five institutions, also drove into the market in December, and there is a great flavor of the end of the year market going to the end.

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< p > < strong > December, the organization was afraid of cold "multi dress" < /strong > < /p >.

< p > according to the latest statistics of WIND information, in from December 4th to 10th, 109 of the 110 textile and apparel stocks that could be compared rose, and 65 of the main funds were inflow.

Obviously, with the advent of the winter, institutional funds are also afraid of cold, and began to "dress more". Textile stocks continued to increase, and 11 stocks increased by more than 10 million yuan.

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< p > in specific terms, China Textile shares are the most valued stocks of the main body. In the 5 days, the stock rose by 7.09%, and it received a net purchase of 49 million 854 thousand and 300 yuan from institutional capital, and the inflow rate was 9.68%. YOUNGOR, Fujian Nanfang, Yu Fu shares and black peony followed closely, and the institutional net purchase amount exceeded 20 million yuan.

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< p > from the inflow rate of money, S's spinning machine is the fastest buying agency a href= "http://www.91se91.com/news/list.aspx ClassID=101112107107" > textile and apparel stocks < /a >, 5 days net buying 4 million 592 thousand and 700 yuan, the amount of inflow rate is as high as 27.15%; in addition, Chinese clothing, YOUNGOR, EFU shares, seven wolves, black peony and other 5 textile and apparel stocks, 5 days of inflow rate of more than 10%.

On the contrary, Meyer, Jingwei Textile machinery, Huafang textile, Halliday, and news birds and other stocks have sold more than 10 million yuan in their net sales. Among them, the total gains of Halliday and wedding bird rose to 17.49% and 15.26% respectively.

The rise in share prices is strongly contrasted with the withdrawal of institutions.

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(P) larger stocks sold by institutions or higher or larger ones, mainly because stocks sold by institutions under current market are apt to cause stock prices to drop sharply, while on the other hand, the rising stock institutions are willing to pocket for security.

The net buying of more stocks by the institution has a good resilience, and the year-end market will continue to be available.

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< p > < strong > the true intention of the inquiry agency is /strong /strong > < /p >.

< p > if the time of 5 days is too short to indicate the attitude of the institution, then the time since the four quarter is enough to observe the real intention of the agency's stay.

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Since P October, the Shanghai Composite Index has fallen by 0.55%, and the textile and garment sector has fallen by 7.60%, which is in sharp contrast to the strong rise of the sector in December.

The author noted that over the past two months, the company has sold more and less textile and clothing products, and sold a total of 1 billion 934 million yuan as a whole. The average institutional chips of each listed company have been reduced by about 17000000 yuan.

In a miserable green market, 16 listed companies have been raised by the market, especially the 5 stocks of Fujian Nanfang, Huafang, black peony, EFU and Kim Feida, and the institutional chips have increased by more than ten million yuan.

The reason why it can be favored by institutions in the two tier market is related to its stability and its potential growth.

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< p > < strong > > a href= "http://www.91se91.com/news/list.aspx? ClassID=101112107108" > Fujian Nanfang < /a >: the reorganized scandal leads to the cattle scattered stationed < /strong > /p >

Since P > October, institutional capital has bought a total of 1 billion 93 million 780 thousand and 500 yuan, ranking first in the textile and garment sector.

During the period, the volume of buying and selling was 1 billion 434 million yuan and 464 million yuan respectively, and the inflow rate was 15.54%.

However, in more than two months, the stock price rose by 4.90%, although it rose against the market, but it rose less than the average level of the whole sector.

This kind of bland, slow cow pace, how much the agencies are a little guilty.

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< p > I noticed that the reason why the cattle powder was stationed came from a reorganized scandal in September.

In September 18th, a website posted a rumor that Fujian SASAC would inject assets into Fujian Nanfang.

The author also noted that in October 15th, the Nanping municipal government website announced that it would integrate the state-run assets of Nanping at the same level and form four state-owned group companies.

Fujian Nanfang announced in November 8th that the two shareholders of the company were renamed as "Nanping Industrial Group Co., Ltd.".

Obviously, the rumor of restructuring is not groundless.

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< p > three quarterly bulletin shows that in the three quarterly report of 2012, 5 natural persons such as Shi Juying, Wang Wei and Jiang Lian soldiers appeared on the ten largest circulation shareholders list of the company, holding more than 22 million shares, accounting for 8% of the total share capital of the company.

The presence of small businesses is complementary to the continued growth of institutions since the fourth quarter.

From the Fujian provincial SASAC capital injection rumors, until now the Nanping SASAC will integrate the state-owned assets at the level, the rumor of Fujian NanFang's restructuring has not yet dispersed. Is the mysterious capital flowing behind it in the first step or will be in the mire of restructuring?

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< p > < strong > Hua textile shares: after the reorganization, it shows the extraordinary charm < /strong > /p >

Since P > October, institutional capital has bought a total of 66 million 373 thousand and 900 yuan, ranking second in the textile and garment sector.

During the period, the volume of buying and selling was 85 million 988 thousand and 800 yuan and 50 million 110 thousand yuan respectively, and the inflow rate was 5.97%.

In more than two months, the stock price rose 19.06%, far outperforming the average level of the whole sector.

This surge of fast bull pace makes the agencies feel gratified.

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< p > the rise of Huafang shares and the rapid entry of the organization show the extraordinary charm of the company after its reorganization.

At the end of last year, with the bankruptcy of Huacheng Cci Capital Ltd, the major shareholder, the binyin group was put on the position of major shareholder of Huafang stock.

Binyin group said that China Textile shares will adhere to the main business of bigger and stronger, and create a leading industry.

In October 13, 2012, the company sold 3 million yuan to sell its own subsidiary, Hua Hua Yin Hua (99.32%). As of September 30, 2012, unaudited net assets amounted to 37 million 370 thousand yuan, and realized a profit of 150 thousand yuan.

The purpose of share pfer is to adjust the industrial layout.

In December 1st, the shareholders' meeting agreed that the company would absorb and merge the whole company's Tianhong thermoelectric company, which would help the company centralization of production resources and optimize the internal management structure and reduce the management cost.

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< p > < strong > > a href= "http://www.91se91.com/" > Black Peony < /a >: "selling land to seek glory" is also honorable < /strong > /p >

Since P > October, institutional capital has bought a total of 47 million 594 thousand and 400 yuan, ranking third in the textile and garment sector.

During the period, the volume of buying and selling was 244 million 902 thousand and 100 yuan and 168 million 844 thousand and 400 yuan respectively, and the inflow rate was 5.60%.

In more than two months, the stock price rose sharply by 26.77%, and won the champion of the sector. It was trading on December 10th and 11.

Similarly, this surge has encouraged the institutions and made the institutions profitable.

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< p > the shares are different from Fujian Nanfang and Huafang shares. The steady growth of their performance is not from restructuring, but from disposal of real estate.

Three quarterly reports revealed that net profit for 1~9 months in 2012 increased considerably compared with the same period in 2011, mainly due to the increase in land acquisition and storage income gained by the company during the current period.

Other receivables amounted to 494 million yuan, an increase of 1333.72% over the beginning of the year. The main land acquisition and storage of the parent company's parks and subsidiaries were not yet recovered. The two payments are expected to be recovered by the end of the year.

Operating income increased by 141 million yuan, up by 111.76% over the same period last year, mainly due to the increase in the land acquisition and storage income of the parent company's industrial park.

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< p > investors say that black peony is not thinking about finding new profit growth points, and has disposed of fixed assets frequently in the past three years, which does not reverse the decline of its profits.

The increase in inventories and receivables has increased the uncertainty of product sales, and the ability to continue to earn profits in the future is worrying.

But the author believes that selling land for glory is also an honor, at least can be recognized by the agency, and can be recognized by the market.

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