Textile And Clothing And Luxury Goods Market For A Week

Here world

Xiaobian of the network introduces the weekly report of textiles, clothing and luxury goods: the poor cotton price inside and outside the country and the difficulty in selling cotton to farmers make the policy of cotton direct subsidy bad.

Market Review

Last week, the textile and garment industry rose 6.39 percentage points, the Shanghai and Shenzhen 300 index rose 5.97 percentage points during the same period, and the textile and garment sector won 0.42 percentage points.

Data tracking

Macro data: the official purchasing managers index (PMI) in August 2014 was 51.10%, down 0.60 percentage points over the same period last year.

Price index: the price index of the domestic textile domestic market in September is 93.89, rising by 0.05 compared with last week, 05; the textile price index of Keqiao was 104.39 in September 1st, 0.17 lower than last week; the Shengze silk price index was 101.35 in August 17th, 0.04 higher than last week; the Haining leather price index was 115.37 in August 29th, 9.18 more than last week; the price index for women's wear was 136.14 in May 5th, 0.13 higher in April than in last week.

As of September 7th, domestic 328 spot spot reported 16936 yuan / ton, 0.30% lower than last week's ring ratio, COTLOOKA index 74.45 cents / pound, 1.13% lower than last week's ring ratio.

Main news & bulletin summary

1) 2015, spring and summer

The amount increased by 11%, 2) LVMH and Herm e s Hermes on the equity dispute and Herm s share price plummeted 7%, 3) Pathfinder 39 million of the most beautiful layout outdoor travel integrated services, 4) Busen shares: Announcement on controlling shareholder's share lifting pledge, 5) Pathfinder: about the announcement of subscribe to Beijing travel knowledge Co., Ltd., new subscribe to subscribe to capital from China, 6: Mei Xinda: 2014 half year equity allocation announcement, 7) seven wolves: Announcement on the establishment of a share holding company for foreign investment, 8).

Industry perspective

We are optimistic about the overall quality of textiles and clothing.

The poor cotton prices both inside and outside and the farmers' sale of cotton made it difficult to make direct subsidy policy for cotton in 2014.

The demand is not strong, the competition is aggravated, and the industry pformation has made the enterprises with earlier pformation and meticulous management less affected by the environment and industry, looking for undervalued and 2014 performance determined stocks and expanding industrial stocks in the future. The government has promoted the pformation and upgrading of the printing and dyeing enterprises through the forced mechanism, which will enhance the level of productivity in the industry, and gradually enhance the level of centralization and pay attention to the leading enterprises that are well protected by environmental protection.

Win more market share); pay attention to Semir clothing, Luo Lai home textiles, Hua Si shares, Lu Tai A.