Textile Clothing And Daily Chemical Industry Weekly

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Xiaobian of the network to introduce the textile and clothing and daily chemical industry weekly: goccia wizard attacks, concerned about the wearable development of Pathfinder.

Last week (September 15th ~9 19), Shanghai Composite Index fell 0.11%, Shenzhen composite index fell 1.22%.

The textile and garment sector rose by 0.96%, of which the textile sub sector rose by 1.17%, and the clothing sub sector rose by 0.63%.

The top three stocks in the daily market of the spinning and weaving daily products are the American top clothing, the card slave Road, the Luo Lai home textile (7.40%, 6.62%, 6.30%); the latter three are the creation of Dayang, the search for the special, the king of Qingdao (-7.50%, -5.52%, -4.24%).

Industry information

In June 1.8, the retail sales of 100 major retail enterprises increased by 3.3% over the same period last year; the implementation plan of the 2. cotton target price reform pilot was officially announced; 3., the development and Reform Commission held the cotton import quota policy meeting; the first half net profit of 4.Prada2014 dropped by 21% in the first half; 5. Hangzhou department store will launch "3D fitting"; the 6.H&M three quarter sales jumped 21%, and the number of global stores reached 3341; 7., the luxury shoe brand JimmyChooIPO plan was fully disclosed.

This week's point of view

In August, the number of retail sales of 100 major large-scale retail enterprises increased by 3.3% compared to the same period, and the ratio increased by 5.4 percentage points, the highest since this year.

Clothing grew by 8.6% over the same period last year, 3.9 percentage points higher than the same period last year, a 5.8 percentage point increase over the past year, a record high in the past year, a marked recovery trend, and a 3.9% decline in retail sales.

At present, the overall retail environment is still under pressure, and relatively low growth will continue. In this context, we can see that the polarization of the garment industry is intensifying. The centralization of the mass sector and the trend of differentiation in the middle and high-end fields are becoming more and more obvious. We continue to recommend the beneficiary concentration to enhance the Semir clothing and Hai Lan home.

Last week

Officially released the only optical pmission intelligent sports companion "goccia Wizard", and is scheduled to sell at the national offline store and Tmall flagship store in eleven, and the price is expected to be 899 yuan.

"Goccia Wizard" is a smart wearable device jointly launched by the company and the G-wearabes Laboratory of the United States. It has the functions of motion monitoring, sleep monitoring and analysis, location, sharing and social interaction. Its biggest highlight is to replace the Bluetooth mode to complete data synchronization with optical pmission, and also has portability and fashion.

We believe that the launch of the "goccia Wizard" is based on the user's real needs, and seeks to expand the space through differential innovation advantages, which is an important symbol of the company's formal entry into the wearable field.

The outdoor market has the potential of natural wearable application. With the promotion of the company's wearable strategy and the introduction of more innovative products, the future application of online green platform and big data technology is expected to provide more possibilities for the company's outdoor service platform strategy, and will fully play the role of the wearable device's traffic entry.

Regarding the company's wearable strategy, we can refer to our in-depth report on "wearable development thinking in the context of big data from the perspective of GoPro".

This year, we have been focusing on the "four big diamond" portfolios which are basically good for us. We have continued to recommend Semir clothing, Pathfinder, Fiyta and fuanna. Since July, we have increased the recommended highland and the improved Hai Lan home and Haining leather city.

At the same time, under the background of adjustment of industry mode, industry opportunities lie in pformation. In addition to the Qingdao Golden King that we have recommended this year, pformation and upgrading focus on "seven kinds of weapons" stock portfolios: Mei Xinda, bar Jie, Xun Xing shares, Huafang shares,

And leading shares.