Textile And Apparel Companies Favored Railway Infrastructure

　　 Last week The Hang Seng Index has experienced a narrow shock after the previous adjustment, but the market turnover has been restored, turnover has steadily increased, and the weekend has broken through the 70 billion yuan mark. According to the statistics released by the HKEx, the number of equity changes disclosed in the last ten trading days has increased from 85 to 942.

According to the data released, consumer sectors, railway stocks and Chinese banking stocks are all the targets of recent large holdings. It is worth mentioning that life life once again invested more than HK $20 million 780 thousand to increase its holdings of China coal energy (4.60, -0.05, -1.08%) (1898), holding more than 1 billion 274 million shares after its holdings, with a shareholding ratio of 31.04%, ranking the largest shareholder.

Although the Hang Seng index is still in the process of adjustment, the recent good news continues to ferment. Although the sharp decline in European and American markets has affected the height of the Hang Seng Index to a certain extent, the opening of Shanghai and Hong Kong has been on the offensive. Last Friday, 89 brokerages have obtained the qualification of Shanghai and Hong Kong through business, and have made comprehensive preparations. The opening of Shanghai and Hong Kong will surely increase the turnover of the Shanghai and Hong Kong markets, or will trigger a new round of rising prices.

from mechanism The target of the sale is that the fourth quarter is the peak season for textile and clothing consumption. The four quarter retail sales growth is expected to grow rapidly, and the textile and garment stocks of the consumer sector are favored by the agencies. According to the data of HKEx, La Natsu Bell (6116), a clothing company that has just landed in the Hong Kong stock market in October 9th, has won a number of agencies to raise funds. CICC invested more than HK $80 million 280 thousand in the 9 day to increase La Natsu Bell's 5 million 780 thousand H-share holdings, holding over 24 million 20 thousand shares and holding 11.54% of its holdings. On the same day, Zheng Yutong, chairman of Hongkong new world (9.43, -0.07, -0.74%) group and Chow Tai Fook [micro-blog] group, also invested more than 154 million HK dollars in holding more than 11 million 80 thousand shares of La Natsu Bell H-shares, holding a 5.33% shareholding ratio. The founder of the STI financial group of the Dong reached 154 million on the eve of the 9 day, which cost more than 19 million 920 thousand yuan, and the latest shareholding was more than 19 million 920 thousand.

In recent years, some agencies are also seeking to accelerate railway investment. The industry pointed out that with the approaching of the end of the year, railway investment will continue to enlarge, and high-speed transport corridors will be constructed between Beijing and Russia. The market predicts that the new batch of high-speed rail projects and the pace of "going global" will continue to accelerate, and the high-speed rail industry chain will benefit greatly. Data show that BlackRock (Inc.) increased 1 million 487 thousand shares of China Railway Construction (5.35, -0.05, -0.93%) (1186) H shares in October 13th, making the total number of shares held by more than 187 million shares, and 9.02% of its shareholding ratio. A little earlier, Templeton Investment Counsel (LLC) increased more than 2 million 508 thousand shares of China Southern car (5.62, -0.06, -1.06%) (1766) H shares in October 10th, holding more than 121 million shares, and the shareholding ratio increased to 6.02%.

　　 in addition Chinese banks have gained some favor recently because of their stable performance and low valuation. Data show that in October 7th, Temasek Holdings (Private) Limited increased its holdings of 34 million 568 thousand industrial and commercial banks (3.51, -0.01, -0.28%) (1398) H shares in October 7th for more than HK $170 million, holding more than 7 billion 812 million shares and holding 9% shares. Meanwhile, another Bank of China Merchants Bank (3698) also received a substantial increase in its shareholder Song Qingling foundation.