In 1-2 Months, The Sales Volume Of 100 Clothing Decreased By 1.3% Compared With The Same Period Last Year.

This week the Shanghai Composite Index, Shenzhen stock index and Shanghai and Shenzhen 300 fell 2.20%, 1.06% and 1.95%, respectively. < p > < /p >
< p > > a href= "http://www.91se91.com/news/index_c.asp" > textile and apparel > /a > plate rose 0.91%, of which the textile and clothing plates fell 2.14% and 0.20% respectively. < /p >
< p > stocks, the trend of differentiation of state owned stocks, Shenda shares after the announcement of a larger decline, leading shares are still rising trend; Semir costumes, Fujian Nanfang, Mei Sheng culture, respectively, due to the beautiful annual report, reorganization theme and get through the animation industry chain + Disney concept of strong trend. < /p >
< p > China National Commercial Information Center data show that in 2014 1-2, the number of retail sales of major retail enterprises increased by 1.5% over the same period last year. The growth rate was 5.3 points lower than that of the same period last year. The growth rate of gold and silver jewelry, household appliances, Cereals, oils and foodstuffs, cosmetics and daily necessities were -0.8%, -1.7%, 1%, 2.6% and 1.6% respectively, of which the retail sales volume dropped by 1.3% compared with the same period last year, the growth rate was 6.3 points lower than that of the same period last year, and it showed a year-on-year decrease since October. < /p >
< p > > recent a href= "http://www.91se91.com/news/index_c.asp" > men's clothing > /a > enterprises and leisure enterprises are holding for 14 years autumn winter or autumn "a href=" http://www.91se91.com/news/index_c.asp "> order" /a "," Lai "regression is growing (LILANZ and L2 growth in median digits and slack) makes the market have a certain expectation of the resumption of the order of the men's clothing company, but we judge that the decline and adjustment of lilun is earlier than that of the men's wear company, and the 1-2 month end data shows that the signs of recovery are not obvious, so we will remain cautious about the men's clothing autumn and winter orders. We estimate that (1) the main brand of camndi road will grow by 15% in the autumn and winter and 14 in the league. (2) the order of nine Mu Wang will be straight in the autumn and winter; (3) the MC in the United States will grow by 100%+, and the MC children's wear will increase by 90%. < /p >
< p > near future, we suggest that we should pay attention to: (1) US state clothing: the largest shareholder reduction, the O2O experience store has been completed, the O2O experience store has achieved initial success, the 14 year report has improved, and the current 14 years' report has been improved. (2) the Pathfinder: the executive stock option incentive has little effect on the expiration of the reduction, the company extends from outdoor products to domestic services, the market value imaginations are larger, and the market value is larger than the current 14 years. In the medium term, we suggest that Semir clothing and Barbara children's wear business exceed the expected growth rate (30% growth, extension 26%), and the group will vigorously build a dream town in the town of P, covering many sectors of the children's industry, including animation, early education, entertainment and product sales, and at present 14 times PE19 times. < /p >
< p > < strong > news of industry companies: < /strong > < /p >
1) Nike (NKE.N) third quarter net profit increased by 3% for 7 consecutive quarters, exceeding expectations; (2) more than Marks&Spencer Martha's department store has become the most profitable clothing retailer in Britain; (3) the Jinjiang enterprises are ready to list in Taiwan; (4) the depreciation of RMB has been favorable; the export enterprises, clothing, leather shoes and other industries have increased profits 1%-2%; (5) the sports apparel brand has reported a net profit drop of 70% last year; (6) shares of Tai ya: the transfer of shares by the shareholders of the company, the change of the actual controller; (7) the American state dress: the completion of the controlling shareholder's reduction plan; (Semir) Costumes: the growth of net profit in the year of profit; (Wei): Weixing shares: the net profit growth in the year of the year. < p > < /p >
< p > < strong > industry data collection: < /strong > < /p >
< p > 328 cotton spot 19422 yuan / ton (-0.12%); American cotton CotlookA 97.35 cents / pound (-0.46%); viscose staple fiber 11700 yuan / ton (-2.09%); polyester staple fiber 8706 yuan / ton (-1.69%); long staple cotton 34100 yuan / ton (-0.44%); inside and outside cotton price difference 3064 yuan / ton (-2.01%). < /p >