Expert Analysis: Key Points Of Textile And Garment Industry Investment This Week

China's stock market has undergone severe shocks worldwide.

With the ups and downs, for two consecutive days, the Shanghai and Shenzhen stock markets have fallen sharply, indicating that investors' mentality is still very unstable. In order to promote the healthy development of the capital market, including the stock market, the state has promulgated a series of policies and measures, and the stock market has a good foundation and conditions.

Experts analyze the main points this week from the following points:

Industry data for one week:

Textile last week

(Shen Wan) the index rose by 10.04%, while the Shanghai Composite Index rose 2.87%, and Shanghai and Shenzhen 300 rose 0.60%.

Lukang science and technology rose the highest in the plate, 61.07%; Jiaxin silk rose the lowest, -8.98%.

Industry highlights:

1, according to the latest statistics of the General Administration of customs, in June 2015, China imported 193 thousand and 500 tons of cotton yarn, an increase of 37.75% over the same period last year, 30 thousand and 500 tons of exported cotton yarn, a decrease of 15.11% over the same period last year, and net imports of 163 thousand and 100 tons, up 55.88% over the same period last year.

A research report by 2 and the EU internal market Coordination Bureau shows that clothing, shoes and shoes sold by the European fashion industry,

The number of imitation goods accounted for 9.7%, which made the fashion industry lose 26 billion 300 million euros a year.

3 and China business industry research institute show that in June 2015, China's total clothing output reached 271 thousand and 500, an increase of 0.21% over the same period last year. In 2015 1-6, China's total clothing output reached 1 million 419 thousand and 800, representing an increase of 1.36% compared with the same period last year.

Main announcement:

1, YOUNGOR: a wholly owned subsidiary of the company, Xin Ma international and CITIC shares signed the subscription agreement, investing HK $11986091100, and subscribed 859218000 shares of CITIC shares at HK $13.95 / share price.

It aims to promote the sharing of strategic resources and business opportunities at home and abroad, thereby promoting strategic pformation of the company.

2, Hongda high tech: the company intends to raise 302 million yuan to raise 33.3333% of the Hongda investment company held by Hongda holding group and 149662160.89 yuan to Hongda investment company owned by Hongda holding group.

After the completion of the paction, the company will indirectly hold 3.90% of the guarantee.

3, Xinlong Holdings: the company signed a cooperation framework agreement with Cai Cai Da securities, and the two sides jointly plan the health care pension industry acquisition fund.

The scale is tentatively fixed at no more than 2 billion yuan, which is designed according to the mother child fund structure and takes the industry acquisition fund as the parent fund.

4, wig Na: the company intends to purchase the shares of Yunnan brocade shares with its own funds, with a total price of 135 million yuan.

This paction helps the company to achieve multi brand strategy, further optimize its business structure, and bring new profit growth points for the company.

5, cross border: the company, the security mutual acquisition fund and the Yi Chi Yun merchants and their existing shareholders jointly signed the "capital increase and share expansion agreement". The company decided to invest in easy to cloud business through the way of capital increase. The total amount of investment is RMB 26 million 100 thousand yuan. After the investment is completed, the company will have a 20.0769% stake in Yi Yun Yun.

Industry perspective:

This week, the industry rose 10%, showing a more brilliant Lukang Technology (the movie "journey to the west" return of the sage and the box office double harvest, A shares only related subject Lukang science and technology continuous 5 days limit), Phoenix Bamboo Textile (actual controller holdings, strong willingness to pform), Huasi shares (signed micro sale and micro-blog strategic cooperation, resumed after continuous trading).

In the short term, the market is unlikely to have a high inflation rate, and it needs to pay attention to risks in the early days.

The future is still optimistic about the leading industry and pformation and upgrading opportunities.

Personal point of view, for reference only, warm reminder: the stock market is risky, so we need to be cautious in entering the market.