Wu Guoping: 3406, Short Term Is A Challenge.

Recently, our view is very clear: stock index is in the new wave of rising, and the angle of starting up will slow down. It will be possible to accelerate after the effective breakthrough of the post 3406. So the next is the opportunity of small and medium-sized stock market, with the theme of speculation as the main body, and then it may turn to the heavyweight later.

The weekend's interest rate cut was quite exciting for many investors, who thought that the heavyweight would be strong enough and the stock index would have another round of competition. However, today's stock market has disappointed some investors. Today, the heavyweight stocks have only risen slightly, and the stock index has only risen slightly. The small and medium board index and the gem index have once again taken a strong lead, especially the gem index has increased by 3.06%, which is close to 2000. This trend is consistent with the idea that we have been emphasizing with all of us: news can influence short-term trend, but it can not change. Stock market index The fundamental law of operation.

So next Small cap stocks It will still be active, but with the stock index approaching 3406 points, we should learn to gradually reduce the positions of small cap stocks. After all, the profit margin is relatively large, and there will be obvious turbulence near the stock index near 3406. Only through fierce turbulence can we get better after breaking through. From another angle, there will be significant events during the two sessions. policy Promulgated, the various agencies and hot money will be re strategic layout, there will be some turbulence.

In a word, before the stock index breaks through, small cap stocks will still be active, but we should be prepared for the turbulence near 3400.

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According to statistics released by the Brazil textile and Garment Industry Association (ABIT), the turnover of Brazil's industry in the year of (2014) was US $55 billion 400 million, a decrease of 4.81% compared with 2013, accounting for 5.7% of the manufacturing turnover of Brazil in 2014, with an investment of 1 billion 100 million US dollars, which is similar to that of 2013.

The number of Brazil textile related companies is about 33 thousand. The number of employees directly or indirectly employed by such companies is about 9 million 600 thousand, of which 75% of women are women. The number of employees in Brazil's manufacturing industry is only second of that of the food and beverage industry.

In 2014, the annual output of garments, sheets and towels in Brazil amounted to 6 billion.

In terms of foreign trade, the total imports of Brazil's textile and garment industry in 2014 amounted to $7 billion 80 million 90 thousand, up 4.79% from 2013, and the total export volume was $1 billion 176 million 760 thousand, which was 6.65% lower than that in 2013. The clothing industry in 2014 imported the highest amount of textile products in Brazil, amounting to US $2 billion 834 million 560 thousand, up 8.01% compared to 2013, and the fabric imports at 1 billion 676 million 210 thousand US dollars, the growth rate was 8.76% compared with that in 2013. The import value of textile fibers was US $291 million 920 thousand, which was 12.08% higher than that in 2013, while the yarn imports amount to US $918 million 90 thousand, up 7.68% over 2013. China is Brazil's largest textile supplier in 2014, with a total amount of $3 billion 812 million 150 thousand, 541 million 20 thousand dollars for India, third in Indonesia by 358 million 810 thousand, and fifth in Taiwan for $198 million 550 thousand.

To distinguish between 26 states and 1 special administrative regions in Brazil, St. Lena answers the highest amount of textile imports in Brazil, Santa Catarina, which reaches 2 billion 372 million 60 thousand dollars, and St Paul takes 2 billion 172 million 30 thousand dollars, and the Espirito Santos ranks third in 620 million 280 thousand dollars in Brazil.

On the export side, Argentina was the largest buyer of textiles in Brazil last year, amounting to 273 million 800 thousand US dollars. The United States took 136 million 420 thousand dollars, and Paraguay and Uruguay ranked third and four respectively for 103 million 820 thousand US dollars and 85 million 270 thousand dollars. St Paul was the highest state of textile export in Brazil last year, amounting to 379 million 920 thousand US dollars, and St. Dhaka answered Lena for 169 million 790 thousand dollars, and the Rio Grande do Sul state ranked third in 146 million 210 thousand dollars.

Last year, the amount of imported textile machinery in Brazil amounted to US $561 million 370 thousand, which was 17.7% lower than that in 2013. The import volume of sewing machine (H.S.Code 8452) was the highest, amounting to US $142 million 130 thousand, while washing machine (H.S.Code8450) imports amounted to US $62 million 520 thousand, up 13.02% from 2013.