Textile And Garment Industry Sector Performance Review Last Week

< p > > the world's < a target= "_blank" href= "http://www.91se91.com/" > clothing < /a > a target= "_blank" href= "_blank". < /p >
< p > < strong > 1, maintaining the industry's prudent recommendation. < /strong > < /p >.
< p > China business network announced that in May, the retail sales of the 50 key large retail enterprises increased by only 1.7% over the same period last year, of which the clothing industry increased by 5.2% year-on-year, although the data slightly improved, but the industry fundamentals remained flat. < /p >
< p > from export data, the export of textile garments increased by 8.70% in May, and increased by 5.07% in 1-5 months, and the export situation improved. But the market is less concerned about the whole piece of clothing. We still insist on the earlier < a target= "_blank" href= "http://www.91se91.com/" > dress < /a >. The idea of home textiles has hit bottom, but when to go up, the catalyst is not clear. Choose the company's standards and pay more attention to whether the fundamentals and trends are likely to be maintained or improved. < /p >
< p > investment targets mainly come from two types: 1, the end of inventory and the rebound of the target after adjustment, such as China's Li Lang (product price performance improvement, statement benign, order digit growth in autumn, high digit growth in winter), good news birds (13 years clean inventory, HAZZYS rapid development, 14 year performance elasticity). 2, subdivision industry growth relatively good target, as well as the new model target, such as flying Yada (independent brand pulling steady growth of performance), Semir clothing (optimistic about children's clothing development, clothing growth stocks), Pathfinder (current price premium elimination, long-term view of industry integration and development, and "outdoor travel integrated service platform" construction), Hai Lan's home (expansion of channel expansion, buyout mode increase, change proportions, 16 years later, new growth drivers need to be observed). < /p >
< p > in addition, to maintain the cautious recommendation rating of Roley's home textiles, there is a catalyst for short-term stock price rise (the main brand will go to inventory for 13 years, the chairman will increase its holdings, and the order data will increase). In the cotton spinning industry, we recommend Lu Tai A. < /p >
< p > although the price of domestic long staple cotton has dropped rapidly, the terminal price of the company has been maintained at the previous level, which mainly depends on the price of overseas long staple cotton and the relatively high level of cotton prices. At the same time, the domestic long staple cotton is now in line with the foreign base. The exchange rate is stable at the current level, and the EPS1.2 problem of the company is not large or even overruled. The company's current stock price corresponds to PE7 times, maintaining the recommended rating of the company. < /p >
< p > < strong > 2, plate last week performance review. < /strong > < /p >.
Last week, the Shanghai Composite Index rose by 2.01%, while the spinning and weaving sector increased by 1.26%, of which textile production rose 1.08% and apparel home textile rose 1.45%. P As for stocks, the top three companies were Meng Jie home textiles, Huafang textile (Tesla concept strength) and Jin Feida, and the top three companies were deep textile A, Xinlong holdings and phoenix bamboo textile. Hong Kong stocks, led by Lining, Yuyuan group and 31st degree; led the first three companies to Wei Qiao textile (profit early-warning, profits in the first half of 14 years or a significant decline over the same period), XinDa group and Changxin international. < /p >
< p > < strong > 3, important announcement and dynamic tracking of the company. < /strong > < /p >.
< p > dynamic tracking - Langer stock: this year the shop is relatively cautious; Fiyta: private brand is in the golden period of development. Important announcement: Tianhong Textile: profit is expected to decline significantly in the first half of the year; L'OCCITANE: Q1 sales increased by 1.1%, operating profit decreased by 16%; RT A: limited stock incentive plan third phase unlocked; fuanna: the first time the restricted shares were awarded; BELLE International: footwear and store reduced by 1.8%, sports and clothing increased 15.3%; Wei Qiao shares: profits in the first half of 14 year or significant decline; I.T:13 turnover increased slightly; YOUNGOR: part of the equity interest in the sale of UnionPay business limited. < /p >
< p > < strong > 4, < a href= > http://www.91se91.com/news/index_c.asp > Industry > /a > important data. < /strong > < /p >.
< p > raw materials: (1) the average price of the 328 spot spot is 17381 yuan / ton (-0.05%); CotlookA:90.15 cents / pound (-1.02%); the difference between inside and outside cotton price is 1768 yuan / ton (+2.27%); long staple cotton (137 level):30500 yuan / ton (-0.81%). Imported long staple cotton (US PIMA2 class):31773.4 yuan / ton (-0.77%). US dollar to RMB exchange rate: 6.2107 (-0.63%). (2) chemical fiber: polyester short: 9375 yuan / ton (+3.07%); spandex 40D:48800 yuan / ton (+0%). Cotton yarn: 32 pure cotton combed yarn: 24582 yuan / ton (-0.19%). (3) gold: upper gold Au100g252.93 yuan /g (0.46%), London spot $1257.65 / ounce (0.86%). Industry: (1) in May, China's textile and clothing exports increased by 8.70%; in 1-5, the export of textile products increased by 5.07%; (2) 50 retail sales increased by 1.7% in May, 5.2% in clothing, 9% in cosmetics, and 17.1% in gold and silver. < /p >