Textile And Clothing, Such As The Four Plates To Meet The Rising Opportunity, Opportunities Can Not Be Missed.

Although the RMB price rebounded against the US dollar yesterday, it rose 141 basis points to 6.5552 on the previous day, but the expectation of RMB depreciation is still there.

RMB

It will bring positive benefits to industries with higher export earnings, such as textiles, clothing, steel and automobiles.

In the above-mentioned export oriented enterprises, textile and garment enterprises undoubtedly occupy a large proportion.

For many textile and garment enterprises that are devoured by foreign exchange links, the depreciation of the renminbi will be one of the most direct means to stimulate their growth.

In fact, with the recent devaluation of the RMB, the export of textile and garment industry has been improved. According to the General Administration of customs data, in April 2016, China's textile and clothing exports were 20 billion 859 million US dollars, up 4.95% over the same period last year, and the growth rate was 23.78%.

April continued the growth trend in March.

In the textile and garment industry, Rebecca and Dang Yang are the top companies with relatively high overseas income, both of which account for about 80% of overseas business.

For its post market performance can be actively concerned.

Iron and steel plate, GF Securities, said that the steel export earnings accounted for a higher proportion of the company's profits, the top ten listed steel companies were: Baosteel, TISCO stainless steel, Benxi Iron and steel plate, Anshan Iron and Steel Group, Hualing steel, Wuhan Iron and Steel Group, Masteel group, Baotou steel group, Xinsteel group, River Steel shares, export earnings accounted for the top ranked listed steel enterprises: Yangzi Xincai, ERON shares, Jiu Li te material, Changbao shares, Benxi steel plate, FA Sheng, Ding Tai new material, Zhongyuan special steel, Daye special steel and so on.

From the perspective of individual stocks, according to incomplete statistics from reporters, the overseas business income of lancen shares, giant star technology, Xinwei group, Yue Ling share, Zhejiang Yongqiang, Boteng stock, Shenzhen Science and technology, LAN fan medical care and Xinbao shares accounted for about 90%.

In terms of market performance, the central bank has strong trading limit yesterday, and the performance is the most prominent. For the stock, Everbright Securities said that the company's performance was growing steadily, and the auxiliary driving scarcity targets, the company aimed at new energy sources.

The strategic pformation is expected to be clear in the direction of high-end equipment manufacturing and automotive aftermarket.

In addition to the market recognized

The shipping industry is also indirectly benefiting from the industries such as iron and steel, automobiles and so on. The depreciation of the RMB or the stimulation of the export of domestic textile industry will bring certain benefits to container shipping, and even stimulate the demand for raw materials, thus driving the demand for dry bulk shipping market to pick up.

Related stocks include CSCL, long voyage Phoenix, China Ocean, Ningbo shipping and so on.

For the automotive industry, Everbright Securities said that the depreciation of the renminbi has a greater impact on the overall automobile business, but there are differences.

Imported cars are affected by the devaluation of the renminbi, and the selling price is relatively higher, which has an adverse effect on the sales of imported automobiles.

For the domestic vehicle enterprises, due to the lower proportion of overseas sales than the whole, only about 3% in 2014, the devaluation of the RMB has little impact on the domestic vehicle enterprises.

Relatively speaking, auto parts export oriented enterprises have a greater impact. Overseas earnings of auto parts listed companies account for about 16% in 2014, which will directly benefit from the exchange earnings brought about by the depreciation of the RMB. The main components of the spare parts sector are relatively high overseas business income, and the fundamentals and better growth companies include LONCIN general, Wanfeng, and Zhongyuan internal distribution.