Analysis Of The Development Trend Of Textile And Garment Industry

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

< p > last week, textile and apparel "a href=" http://www.91se91.com/news/index_c.asp "> industry plate < /a > increased by 0.28 percentage points. During the same period, the Shanghai and Shenzhen 300 index dropped 0.55 percentage points, and the textile and garment sector won 0.83 percentage points of the market.

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< p > < strong > data tracing < /strong > < /p >

< p > macro data: the data released by the National Bureau of statistics on 12 may show that PMI is 51%, 0.4 percentage points lower than last month, and 15 months above the critical point, indicating that the domestic economy will continue to maintain steady growth.

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< p > price index: the price index of domestic textile domestic market in January 3rd was 94.31, up 0.97 from last week; the Keqiao textile price index in December 30th was 105.74, down 0.15 percentage points from last week; the Shengze silk price index was 101.93 in December 29th, 0.3 percentage points higher than last week; the Haining leather price index was 116.09 in December 27th, 0.7 percentage points lower than last week; the price index for women's wear was 128.29 in December 30th, 0.1 percentage points higher than last week.

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< p > up to January 3rd, the domestic 328 spot spot reported 19534 yuan / ton, compared with last week, it dropped by 1 yuan per ton, and the COTLOOKA index was 89.10 cents / pound, up 0.96% over last week.

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< p > < strong > main news bulletin Abstract < /strong > < /p >

< p > 1) the secret of attracting the fast fashion brand in the shopping mall: the gathering effect; 2) the garment industry will bid farewell to the large order meeting; 3) cotton meal related: the direct subsidy policy considers the introduction of the meal category is less affected; 4) Jiangsu three friends: the announcement on the guarantee for the controlling subsidiary company, 5) Huamao shares: the announcement of the change of the name of the accounting firm engaged.

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< p > < strong > industry view < /strong > < /p >

< p > we hold a neutral optimistic attitude towards < a href= "http://www.91se91.com/news/index_c.asp" > textiles and garments > /a >.

The following are the key points: Luo Lai home textiles, Semir clothing (rapid development of children's clothing, achievement of mergers and acquisitions, performance determination), Pathfinder (fast growing clothing industry, construction of outdoor platform enterprises), Warren shares (fur supply in short supply, raw material price increase, contribution of raw material trading market outside company's main business to short-term performance of the company), Langer's share (women's clothing market space is large, middle and high end < a href= "http://www.91se91.com/news/index_c.asp" > women's wear > /a > benefit, company's marketing reform effect is continuously released, income grows fast), fuanna.

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< p > recent exchanges: 1. The exchange of investment in home textiles of Luo Lai: 2013, 2014 high-end, low-end sales have little influence, the influence of mid-range brands is larger, and the future store space is wide; 2, the exchange of birds and birds: in the second half of 2013, the company repurchases the dealer's stock, and will be put on the battle in 2014.

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< p > related links: < /p >

< p > first, the SFC is changing the concept of management, requiring listed companies to disclose information in real terms, and has no control over the ups and downs of individual sectors.

It is right for regulators to control the ups and downs. If regulators keep pressing the growth enterprise market, investors will not get a lesson.

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< p > Second, the growth enterprise market should reduce the standard as soon as possible and issue large quantities. There are millions of small and micro enterprises in China.

In addition, increasing supply can curb excessive speculation.

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< p > Third, rising stock market is the only way to enter a virtuous circle.

The stock market has fallen too much, which will have a negative impact on the public's mood and consumption psychology. Only property income has increased, so that ordinary people will be willing to spend.

Today, the size of a stock is more than 20 trillion, and the stock has risen by more than ten trillion. Therefore, the role of promoting investment and expanding domestic demand can not be underestimated.

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< p > Fourth, to guide the investment in blue chips, we should implement t+0, which can be first tested in the Shanghai Stock Exchange 50, so that the pactions of blue chips will become more active.

The four largest state-owned banks have a market value of four trillion, with four hundred million or five hundred million turnover per day, and the trading is stagnant. How can they increase? Only when the paction is active can we activate the blue chips.

To make good use of the situation, it is better to give policy to Huijin Company, rather, to change the rules. Now it is the t+1 bought by t+0 and the trading rules are not equal. An unequal trading rule is to encourage sales to discourage buying.

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