Weekly Review Of Textile And Garment Industry

< p > > the world's < a target= "_blank" href= "http://www.91se91.com/" > clothing < /a > a target= "_blank" href= "_blank" > shoes "< hat > net" to introduce the "Xiaobi", "Wei", "textile" and clothing industry: in April, the retail sales of 100 retail enterprises increased by 1.1%, and Vietnam incident affected the pfer of textile production capacity.

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< p > < strong > weekly market review and view < /strong > < /p >

Last week, Shanghai Composite Index, Shenzhen stock index and Shanghai and Shenzhen 300 rose 0.76%, 1.11% and 0.56% respectively. P

The textile and garment sector rose 0.27%, of which the textile and clothing sectors rose 0.29% and 0.25% respectively.

In terms of stocks, Huafang textile, industry and Pathfinder are at the top; blue Ting holdings and Maison culture are among the top gainers.

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< p > according to statistics of the information center of China's < a href= "http://www.91se91.com/news/index_c.asp" > commercial < /a >, in April, the sales volume of gold and silver jewellery dropped sharply, and the retail sales volume of 100 major large-scale retail enterprises decreased by 7.8% compared with the same period last year (-24.6 PCT).

Excluding gold and silver jewelry, 100 major retail enterprises increased by 2.6% over the same period last year (compared with -5.6 PCT last year).

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< p > April, the retail sales of 100 major major retail enterprises increased by 1.1% compared with the same period last year (-0.5 PCT), of which men's wear decreased by 1.4% compared with the same period last year, while women's wear and children's wear increased year by year.

Sales of all kinds of clothing continued to pick up year-on-year growth, and clothing retail sales grew by 4.4% over the same period last year (+8.4 PCT), which is better than the monthly growth level in the first quarter.

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< p > by Vietnam's protests and violence against Chinese people, a number of Hong Kong listed companies with factories in Vietnam temporarily suspend Vietnam's factory operations.

According to Hongkong media reports, there are more than 700 Hong Kong funded companies in Vietnam, many of which have been destroyed by rioters and suffered heavy losses.

A shares in Vietnam have production capacity for the Bailong East and Lukang science and technology, Huafu color spinning set up Vietnamese subsidiaries to expand capacity.

We analyze that if the Vietnamese incident continues, it will benefit the domestic textile manufacturing leading enterprises not yet set up factories in Vietnam. It is recommended to pay attention to Lu Tai A, which is expanding overseas in Kampuchea.

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< p > from the perspective of physical channels, after 2-3 years of inventory clearance, some of the subdivision industries are approaching the end of inventory. We believe that the first is fashion leisure, followed by home textiles, and terminal inventory will first come to a reasonable level.

It is recommended to pay attention to fashion and leisure in the United States and Semir, home textiles of Luo Lai and Fu Anna.

When the stock is healthy, the degree of recovery will depend on the degree of recovery of terminal demand.

In addition, we recommend paying attention to Pathfinder, Hai Lan's home and Lu Tai A.

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< p > < strong > news of industry companies < /strong > > /p >

In the first quarter, the income increased slightly, and the growth of RogerVivier slowed down. In April, Japan's same store sales increased by 3.7%, and its net sales increased by 9. The online sales of YISHION brand A21 were over 600 this year, Boston's 5 million annual salary of Daphne and Gao Dekang (micro-blog) were outgoing CEO; vip.com's first quarter net profit increased by 355%, and the acquisition of Yue Feng achieved initial results; Anta's first quarter sales and fourth quarter orders will achieve double growth; PEAK's net sales increased by 4 retail outlets in the first quarter, reaching 6016; the wholly owned subsidiary of card slave Road built a public platform; Lu Tai invested overseas in Lu Tai you and Shanghai Jahwa personnel changes. < p > Tods

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< p > < strong > industry data collection < /strong > < /p >

< p > 328 level < a href= "http://www.91se91.com/news/index_s.asp" > cotton < /a > spot 17427 yuan / ton (-0.26%); American cotton CotlookA92.55 cents / pound (-1.86%); viscose staple fiber 12030 yuan / ton (-0.99%); polyester staple fiber 8652 yuan / ton (-0.41%); long staple cotton 31450 yuan / ton (0.16%); inside and outside cotton price difference 1445 yuan / ton (9.97%).

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