Weekly Market Review And Textile And Clothing Concerns

Weekly market review and views

Last week, the Shanghai Composite Index, Shenzhen stock index and Shanghai and Shenzhen 300 fell 2.09%, down 3.11% and fell 2.64%. The textile and garment sector rose 4.34%, of which the textile sector rose 3.34% and the clothing sector rose 5.25%. In terms of stocks, SKYWORTH figures, Hundred round trousers industry And Lun Sha shares are among the top gainers; opening industries, Jiaxin silk, and wedding birds are among the top.

In March 8th, the General Administration of Customs announced that in February, the total value of China's imports and exports was 1 trillion and 700 billion yuan, an increase of 11.3%. Among them, exports amounted to 1 trillion and 40 billion yuan, an increase of 48.9%, imports of 666 billion 100 million yuan, a decrease of 20.1%, trade surplus of 370 billion 500 million yuan, and a deficit of 137 billion 300 million yuan in the same period last year. In the first 2 months of 2015, the total value of China's imports and exports was 3 trillion and 790 billion yuan, down 2% from the same period last year. Among them, exports were 2 trillion and 260 billion yuan, an increase of 15.3%; imports of 1 trillion and 530 billion yuan, a decrease of 19.9%; trade surplus of 737 billion 400 million yuan, 11.6 times the increase. In the first 2 months, clothing exports were 178 billion 200 million yuan, an increase of 17.9%; textiles 110 billion 900 million yuan, an increase of 23.1%; footwear 63 billion 10 million yuan, an increase of 17%; industry data summary.

328 grade cotton spot 13478 yuan / ton (0.22%); American cotton CotlookA 69.85 cents / pound (-2.31%); viscose staple fiber 11370 yuan / ton (0.18%); polyester staple fiber 7432 yuan / ton (1.90%); long staple cotton 27400 yuan / ton (0.37%); inside and outside cotton price difference -71 yuan / ton (-65.02%).

News dynamics of industry companies

Giordano's net profit dropped by 38% in 2014. Adidas In the 2014 fiscal year, sales in Greater China increased by 10%; foreign department stores went to China for 38 years; Reebok PUMP transformation returned.

Lu Tai Zi Lu Tai (Hongkong) intends to invest in the construction of "Lu Tai (Vietnam) Co., Ltd." in Vietnam to invest in the construction of 60 thousand spindles spinning and an annual output of 30 million Beige weaving fabric production line, with a total investment of 150 million dollars. The annual income of Hai LAN home has increased by 72.56% over the same period, and net profit has increased by 75.83% compared with the same period. The 885 million shares of the restricted shares in March 13th have been listed and circulated; the draft of 100% round pants industry's equity incentive bill will not be less than 86.63% CAGR in the next three years; the initial application of YOUNGOR's joint-stock company's startups will be abolished, and the YOUNGOR health industry fund will be invested by 1 billion yuan; the annual income of Wordsworth will be increased by 30.56% over the same period last year, and the net profit will be increased by 12.57% over the same period.

The two sessions in 2015 will be held in March 3rd and will end in March 15th.

proposal Attention to the two sessions Related topics: (1) reform of state-owned enterprises: the two sessions decided to promote relevant reform measures, including promoting reform in a classified way, speeding up pilot projects of state-owned capital investment companies and operating companies, reforming state-owned enterprises' mixed ownership system, speeding up the structural reform of electric power, oil and gas, reforming and improving the incentive and restraint mechanism of business operators, preventing the loss of state assets, and effectively improving the operational efficiency of state-owned enterprises. Textile and garment sector related targets include: Shenda shares, leading shares, and China group; (2) one area along the way: combine the "one belt and one road" construction with regional development and opening up, promote the coordinated development of Beijing, Tianjin and Hebei, promote the construction of the Yangtze River Economic Belt, and guide the industry to shift from east to west. We should strengthen the construction of key development zones in the central and western regions. Textile and clothing related targets include: Changshan shares, Tianshan textile, Lu Tai A, Huafu color spinning. (3) Internet consumption and other consumer themes: accelerate the growth of consumption growth points, including pension, household health, consumption, information consumption, tourism and leisure consumption, green consumption, education, culture and sports consumption, O2O consumption and so on. In particular, the development of pension, health consumption, sports consumption, tourism and leisure, O2O is huge. The related items of textile and clothing include: sports consumption (noble birds, Xun Xing shares, Pathfinder); O2O (American bond clothing, Luo Lai home textiles, Pathfinder); tourism and leisure consumption (Pathfinder); pension home consumption (Jiangsu broad-minded); educational stylistic consumption (Jiaxin silk, Xun Xing shares).