Textile And Garment Industry Leveraging "Internet +" Warmer Cross-Border Pformation Continues To Heat Up

With the opening of the A bull market, it has been in the "cold palace" for 4 years.

The plate deducts a wonderful play that keeps the clouds open and sees the moon.

According to wind statistics, the textile and garment sector has risen 175.68% since the beginning of this year, or nearly 4 times that of the same period.

40 stocks rose more than 100% in the plate, of which Jiangsu Sanyou shares rose nearly 6 times.

The other 8 stocks, such as 100 round pants industry, noble bird, and Rand, rose by more than 2 times.

However, as the share price continues to rise, the speculation on the top of the textile and garment sector is getting stronger.

Capital flows statistics show that yesterday, 3 billion 164 million yuan into the sector, but the outflow of funds has reached 3 billion 449 million, so who is the rise of the plate and how the investors should follow the market? The reporter will solve the mystery for you.

China's textile and garment industry has been in the cold winter since 2011 due to the oppression of many factors, such as the economic downturn in Europe and America, the tightening of domestic money and the worries behind the extensive expansion of the industry.

The textile and garment sector of the A share market also showed a downward trend.

By the end of 2013, the plate had dropped by 32.98%, and more than 60% stocks fell by more than 50%.

Later, Busen shares and Kai Reed were unbearable pressure to announce the spin off of clothing and textile businesses, turning into high-end eco agricultural enterprises and Internet lottery companies respectively.

Until the second half of 2014, benefiting from the policy of expanding domestic demand and upgrading the consumption structure of residents, the textile and garment industry basically recovered.

According to the statistics of the China National Business Information Center, the retail sales of clothing commodities of hundreds of major retail enterprises in the first quarter of 2015 increased by 3.9% compared with the same period last year, the growth rate was 4. percentage points higher than that of the same period last year, and the export trade volume was 59 billion 780 million US dollars, an increase of 2.8% over the same period last year.

On the company side, the 2014 annual report shows that the net profit of 42 textile and apparel listed companies in the two cities increased during the reporting period, with 11 of the companies increasing by more than 100% over the same period, while Jiangsu three friends were leading by 894.15%.

Entering the 2015, the performance of textile and garment companies continued to grow.

As of yesterday, 41 textile and apparel listed companies announced this year's notice, including 33 net profit prejokings, accounting for more than 80%, of which the net profit of 100 circles trousers industry increased 598% by the same period last year, and the increase of maindda and xunor was 153%, Thailand shares and Mei Sheng culture were 139% and 100% respectively.

Ping An Securities research reported that after several years of adjustment and reform, the turning point of textile and garment sector performance has emerged. It is estimated that the overall growth rate of the industry in 2015 is better than that in 2014, and the recovery order of the sub sector is home textiles casual footwear - men's wear - women's outdoors.

Textile and garment enterprises rely on the Internet to achieve "bend overtaking".

Since 2013, the Internet has begun to permeate our lives.

With the "Internet +" being written into the government work report, this wave has almost overturned traditional industries, and clothing and textiles have not been spared.

In order to cope with the challenges brought by the Internet, the major garment and textile enterprises began to pform and get good results.

As early as last July, the 100 round pants industry rebuked 1 billion huge sums of money to buy 100% of the global Tesco purchase and entered the electricity supplier field. Under the strategy of creating the clothing stereoscopic retail ring strategy, the 100 round pants industry's income in the first quarter of this year was 576 million, an increase of 586.26% compared with the same period last year, of which 85% of the clothing revenue came from the global easy purchase.

In order to embody the company's business march into the Internet + field, the hundred circle trousers industry announced in May that it would rename the "cross border treasure", and the "bump bump" that will soon rename the shares of Duolun seems to have the same effect.

In April 25th,

Dress became Korea

ISE's second largest shareholder, Internet gene has been further upgraded.

In fact, the two major brands of Semir clothing have already been sold online through the three party platforms such as Tmall, Jingdong and vip.com, and sales have doubled every year.

It is understood that the company's revenue in 2014 was 8 billion 147 million, an increase of 11.7% over the same period, of which electricity supplier sales exceeded 1 billion.

A shares the only silk industry listed company Jiaxin silk also said that it invested 200 million to provide financing services for the upstream and downstream industries, forming a complete closed platform for trading platform covering B2B pactions, online finance, collaborative commerce and information portal.

The market space is more than 70 billion yuan.

Jiaxin silk semi annual notice shows that the net profit of the company in the first 6 months is expected to reach 52 million 770 thousand yuan, a pre growth rate of 30%. As for the reasons for the increase in performance, the company said that the supply chain financing business is indispensable.

In addition, fur capital FAW shares invested 90 million of the purchase of 30% of the equity of the technology, announced to enter the 3 areas of electricity supplier.

In addition, in April 30th, Smith Barney went on the line with "fan" APP, and in the beginning of the year, he participated in the micro shop network, which showed the unremitting efforts made by textile and garment enterprises in building the Internet ecosystem.

The cross-border pformation of textile and garment enterprises continues to heat up.

In addition to the layout of "Internet +", textile and apparel listed companies are also actively promoting the strategy of capital merger and acquisition.

In the evening of April 16th, the Home Textile Leader Luo Lai home textiles announced that it was joining hands with Ho Tai to enter the field of sleep health monitoring and consultation, and big health.

In May 19th, the company said it would invest 200 million in the establishment of an industrial investment fund with Yuhua and Yuhua, to layout large home textiles and large household industrial chains.

2 days later, the company announced that it would invest $29 million in Madiga and open the way to capital operation of smart home enterprises.

In addition to setting up a O2O marketing platform to open up the main business of membership system, YOUNGOR, a leading man in YOUNGOR, has set its sights on the pension industry. At the same time, it invested 1 billion in the establishment of the health industry fund and accelerated the pace of entering the big health industry.

In addition, the company also said it would strive to build a financial holding platform to provide long-term stable returns for the company.

On this basis, it is estimated that the company's revenue will reach 1 billion 630 million in 2015, and the short-term target price will be 30.3 yuan, while yesterday's closing price of YOUNGOR will be 24.53 yuan, with a rise of more than 20%.

In addition, in July last year, Semir costumes bought Yu Han Shanghai and entered the children's education and training market in July last year. The multiplayer departments, such as the bird and bird University Student Sports Association, signed a joint venture to establish campus sports Internet platform company, event operation company and brokerage firm. The stock of Langer group increased by 1 billion 500 million yuan to build a "Pan fashion ecosystem". The Maison culture, which is engaged in the development and design of animation costumes, integrates many kinds of resources such as animation, games and performing arts, and the industrial chain ecological closed-loop is expected to be opened.

With the opening of Disney Park in Shanghai, the valuation of the company will further improve.

The fund is optimistic about the post market entry to raise the three main line layout.

Because of the frequent rebound in the fundamentals of the industry and the frequent pformation events, the fund entered the market in the first quarter, and increased the layout of textile and apparel stocks.

Hai Lan home quarterly report shows that the company has not only gained 6 new entries in the reporting period, but also the other 4 shareholders have increased their holdings, of which 108 of the social security 108 holdings have 13 million 990 thousand shares. Shen Wan Yuan believes that its future market value can reach 100 billion. In the first quarter, YOUNGOR has also been favored by three institutions, including 106 17 million 600 thousand of the social security fund 106.

For the post market of textile and garment sector, Everbright Securities believes that benefit from the pformation of events and endless investment in theme, the upward momentum is very full.

In addition, as the plate has experienced nearly 4 years of downturn, the current market value of stocks in the plate below 10 billion is larger. In the current bull market, the valuation is expected to be further repaired; Everbright Securities also said that in the background of the gradual recovery of the fundamentals of the industry, the industry pformation and industrial mode innovation will be more frequent in 2015, which is expected to lead the plate trend to continue to exceed the market.

In terms of specific investment strategy, Galaxy Securities suggests that we should focus on three main lines: first, a good quality company with the expectation and Prospect of pformation. These enterprises have relative advantages in terms of strategy, management, performance, capital and so on.

The main targets include nine shepherd kings, AOKANG international, seven wolves, Pathfinder,

Fu, Anna and so on; two are the small cap companies such as the group of shares, the shares of Hua se, the United States of America, the group of shares and the Hongda hi tech company.

Three is still in the valuation depression of the leading companies, the focus of attention to YOUNGOR, the home of the Hai Lan and AOKANG international, they yesterday after the dynamic price earnings ratio of 9.84 times, 21 times and 28.9 times.