Four Main Lines To Track The "Lifting Machine" Of The Textile Sector

Affected by the textile industry " The 13th Five-year "Planning work has been completed and is about to be announced. As of yesterday's close, clothing Home textiles Good performance of the sector rose by 1.37%, and nearly 90% stocks rose.

According to the plan, the specific target is that during the "13th Five-Year" period, the industrial added value of textile enterprises above designated size increased by an average annual growth rate of 6.5%, and the average profit margin was higher than that at the end of 12th Five-Year. In 2020, the main business income of Enterprises above designated size increased by an average of 6.1% annually, and the consumption of industrial fiber textiles increased by an average of 8.4% per year. Textile and garment exports account for the most stable market share in the world.

From the point of view of performance, Wind data show that 53 of the 83 enterprises in the textile industry grew year on year. Lau Sha shares, Jiangsu sunshine, Gaosheng holdings, xunxing shares, cross border, Jen Sheng group, Shenda group, Hong Kong shares, and Mei Xinda 9 companies grew by 100% over the same period.

In terms of specific investment opportunities, Orient Securities analysts suggest that the future industry investment opportunities will be mainly considered from four aspects: first, the leading industry with relatively clear and undervalued performance growth; the two is the company based on the platform of industrial interconnection, and the three is the social networking business and the net red economy; and the four is category, customer group and industrial extension.

Changjiang Securities analyst said that from the following four main lines of concern: first, the key sub industry. The two is supply chain integration. There are different degrees of pain in every aspect of textile and garment industry. Enterprises with supply chain integration expectations deserve attention. The three is leading enterprises. The four is the transformation of a clear enterprise, brand clothing enterprises differentiation is obvious, competitive advantage is not obvious enterprises use their advantages and new industry grafting, to open up new market space, clear transformation and ready enterprise attention.