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In May, The Retail Sales Of Clothing Increased Slightly, But The Trend Of Price Rise And Decrease Was Obvious.
< p > industry performance review. This week the Shanghai Composite Index, Shenzhen Composite Index and Shanghai and Shenzhen 300 rose by 2.01%, 2.29% and 1.94% respectively. < a target= "_blank" href= "http://www.91se91.com/" > textile > /a > < a target= "_blank" href= "http://www.91se91.com/" > clothing < < > > 1.26%, of which textile manufacturing increased by 1.3%, and the brand is less than 1.25%. The top five companies were Meng Jie home textiles, Huafang textile and Jin Feida, and the top five companies were deep textile A, Xinlong holding and phoenix bamboo textile. < /p >
< p > industry view this week. In May, the growth of sales volume of 50 clubs and 100 clothing stores all rebounded, but the trend of price rise and volume reduction was obvious. Sales growth rebounded still on the basis of price change. We believe that in 2014, the textile and garment sector is still digesting the negative impact of the economic downturn. There is little probability of obvious recovery in the second half of the year, and the fundamentals remain at the bottom of the shock. However, the downside risk of terminal consumption is reduced, and the industry's "synchronous big city -A" rating is maintained. On the choice of stocks, < a target= "_blank" href= "http://www.91se91.com/" > brand clothing < /a > plate suggests combining basic and thematic hotspots, following the principle of picking up stocks from bottom to top, recommends the spanformation of enterprise mode and the healthier sub industry leading industry in the sub industry: Pathfinder (with Internet platform thinking), Semir dress (comprehensive layout of children's clothing industry), Luo Lai home textile (channel inventory clearance end) and fuanna (to build multi brand and large home "little IKEA" mode, and order data will be better). The textile manufacturing sector recommended that Lu Tai A, a modest recovery in overseas markets and a decrease in raw material prices will help the leading enterprises to pick up their exports and stabilize gross margins. < /p >
< p > announcement of important industry companies. A share listed companies: the Pathfinder (the announcement of adjusting the number of exercise rights and the exercise price of the equity incentive plan, the announcement of amending the scope of operation of the articles of association); Lu Tai A (the company's announcement of the repurchase of restricted stock, resulting in the reduction of capital); the Bank of China's cashmere industry (announcement of the resumption of corporate stock); and the announcement of YOUNGOR (part of the equity interest in the sale of UnionPay Business Co., Ltd.). Overseas listed companies: BELLE (first quarter a target= "_blank" href= "http://www.91se91.com/" > shoes < /a) sales decreased by 1.8%, H&M (two quarter sales exceeded expected growth of 19.6%), Inditex (first quarter strong sales growth 11%), L Occitane (annual net profit fell 27.2%). < /p >
< p > important data in the industry. In May, the total retail sales of social consumer goods increased by 12.5%, of which clothing grew by 11.7%. In May, the retail sales of 50 major major retail enterprises increased by 5.2% over the same period last year, up 2.2 percentage points from the same period last year. In May, the number of retail sales of major retail enterprises in the whole country increased by 5.4% over the same period last year, and the growth rate rebounded significantly from the previous month. < /p >
< p > raw material data: Cotton: 328 spot spot weekly average price 17377 yuan / ton (-0.07%); CotlookA:90.45 cents / pound (+0.33%); chemical fiber: viscose staple fiber 12040 yuan / ton (+0.08%), viscose filament 34750 yuan / ton (+0%), spandex 40D48800 yuan / ton (+0%), spandex 20D60000 yuan / ton (+0%), polyester DTY11250 yuan / ton (+2.27%), yuan yuan / ton. < /p >
< p > risk hint: 1) terminal retail continues to slow down, corporate Q2 profit is not as good as expected; 2) business spanformation progress is lower than expected. < /p >
< p > industry view this week. In May, the growth of sales volume of 50 clubs and 100 clothing stores all rebounded, but the trend of price rise and volume reduction was obvious. Sales growth rebounded still on the basis of price change. We believe that in 2014, the textile and garment sector is still digesting the negative impact of the economic downturn. There is little probability of obvious recovery in the second half of the year, and the fundamentals remain at the bottom of the shock. However, the downside risk of terminal consumption is reduced, and the industry's "synchronous big city -A" rating is maintained. On the choice of stocks, < a target= "_blank" href= "http://www.91se91.com/" > brand clothing < /a > plate suggests combining basic and thematic hotspots, following the principle of picking up stocks from bottom to top, recommends the spanformation of enterprise mode and the healthier sub industry leading industry in the sub industry: Pathfinder (with Internet platform thinking), Semir dress (comprehensive layout of children's clothing industry), Luo Lai home textile (channel inventory clearance end) and fuanna (to build multi brand and large home "little IKEA" mode, and order data will be better). The textile manufacturing sector recommended that Lu Tai A, a modest recovery in overseas markets and a decrease in raw material prices will help the leading enterprises to pick up their exports and stabilize gross margins. < /p >
< p > announcement of important industry companies. A share listed companies: the Pathfinder (the announcement of adjusting the number of exercise rights and the exercise price of the equity incentive plan, the announcement of amending the scope of operation of the articles of association); Lu Tai A (the company's announcement of the repurchase of restricted stock, resulting in the reduction of capital); the Bank of China's cashmere industry (announcement of the resumption of corporate stock); and the announcement of YOUNGOR (part of the equity interest in the sale of UnionPay Business Co., Ltd.). Overseas listed companies: BELLE (first quarter a target= "_blank" href= "http://www.91se91.com/" > shoes < /a) sales decreased by 1.8%, H&M (two quarter sales exceeded expected growth of 19.6%), Inditex (first quarter strong sales growth 11%), L Occitane (annual net profit fell 27.2%). < /p >
< p > important data in the industry. In May, the total retail sales of social consumer goods increased by 12.5%, of which clothing grew by 11.7%. In May, the retail sales of 50 major major retail enterprises increased by 5.2% over the same period last year, up 2.2 percentage points from the same period last year. In May, the number of retail sales of major retail enterprises in the whole country increased by 5.4% over the same period last year, and the growth rate rebounded significantly from the previous month. < /p >
< p > raw material data: Cotton: 328 spot spot weekly average price 17377 yuan / ton (-0.07%); CotlookA:90.45 cents / pound (+0.33%); chemical fiber: viscose staple fiber 12040 yuan / ton (+0.08%), viscose filament 34750 yuan / ton (+0%), spandex 40D48800 yuan / ton (+0%), spandex 20D60000 yuan / ton (+0%), polyester DTY11250 yuan / ton (+2.27%), yuan yuan / ton. < /p >
< p > risk hint: 1) terminal retail continues to slow down, corporate Q2 profit is not as good as expected; 2) business spanformation progress is lower than expected. < /p >
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