Industrial Integration And Sino Foreign Cooperation Are The Long-Term Development Trend Of The Textile And Garment Industry.

The total retail sales of consumer goods amounted to 2 trillion and 750 billion yuan, up 10.6% from the nominal growth rate.

Among them, the retail volume of consumer goods above the quota was 1 trillion and 230 billion yuan, up by 8.5%.

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The retail sales of needle textiles reached 100 billion 200 million yuan, an increase of 6.2% over the same period last year.

Cosmetics retail sales totaled 17 billion yuan, an increase of 5.8% over the same period last year.

Industry and company tracking: 1. Korean fashion industry: Korean high-quality clothing / cosmetics / medical beauty / anime / artistes and other content all want to open up the Chinese market, Saad event is expected to be phased, and China's residents' consumption upgrading has been fully verified in overseas duty-free shops.

2, Antarctic electricity supplier: 1) will continue to promote channels / tools / category / content end layout, GMV is expected to maintain rapid growth.

2) improve the four major matrix layout, and the capacity of traffic operation and supply chain service is expected to be continuously replicated. It is promising to expand in net red economy and content marketing, with a target price of 15 yuan.

3) the shareholders of the company lifted the pledge of 40 million shares (2.6% of the total share capital) and accumulated 69 million shares (representing 4.49% of the total share capital).

4) shareholders of the company pledge 30 million shares (2% of the total share capital), accumulatively pledged 110 million shares (7% of the total share capital).

3.

1) to create a high fashion ecosystem satisfying the middle class consumption and improve the layout of multi brands and Internet, there is still extension expectation, and the target price is 37 yuan.

2) 4 million 240 thousand restricted shares of equity incentive were lifted in September 27th.

3) the SFC agreed that the company should suspend the application for fixed increase.

4, cross border: the company corrected the 15 annual report and the 16 year semi annual report. In 15, the related pactions were changed to 10 million 622 thousand and 700, and the related pactions increased to 24 million 903 thousand and 800 in the 16 and half year.

5, Maison culture: 23 million of the controlling shareholders are pledged to pledge (5% of the total share capital), 13 million 500 thousand shares are pledged (3% of Zhan Zong's capital stock), and 115 million shares of the total Pledged Shares (25.7% of the total share capital).

6, search special: the company's application is approved by the SFC.

7, seven wolves: Zhou Yongwei, a member of the real Zhou family, was granted a 1.55% stake in the seven wolf group company and indirectly increased 4 million 20 thousand shares (0.53% of the total share capital).

8, Qingdao Jin Wang: the company intends to purchase 63% equity interest in Hangzhou, and strive to resume trading before October 21st.

9, Hui Jie shares: shareholders of the company pledge 6 million 500 thousand shares (3% of total capital stock), accumulative total of 40 million 200 thousand shares (Zhan Zong shares 18.6%).

10, blonde Rabbi: 1) the deputy general Sun Yu of the company has reduced 7200 shares by 31.43 yuan / share; 2) the company has purchased 10 million financial management.

2) the deputy chief of the company, Lin Jin Song, held 20000 shares and deputy general Sun Yu reduced 8000 shares; 11, Jiaxin silk: the controlling shareholder company Jin silkworm net completed the registration of industrial and commercial change.

12, Baron East: the company added $16 million 600 thousand to supplement its subsidiaries' liquidity.

13, Sanfo outdoor: the company plans to increase the number and continue to suspend business.

14, Lukang culture: shareholders pledge 8 million shares (accounted for 0.89% of the total share capital), the quality of the adjournment, the total pledged 40 million 800 thousand shares (4.6% of the total share capital).

15, Bo Bao Long: shareholders pledge company 9 million 200 thousand shares (4.4% of total capital stock), accumulative pledge 30 million shares (total capital stock 14.3%); 16, Phoenix Bamboo Textile: the company and Shi Wei Qi clothing contract of clothing raw material supply and marketing contracts exist in business disputes, involving goods 7 million 970 thousand yuan, the court has been rationale, has not yet heard.

18, wig Nash: during the increase plan, the controlling shareholders increased 616 thousand shares (0.4% of the total share capital). At present, the holdings plan has expired.

19, Feng Bamboo Textile: the company signed a supply and sale contract with Shi Wei Qi's clothing, there was a sale dispute, involving 7 million 970 thousand yuan, the court had accepted the court.

20, George White: shareholders of the company pledge 8 million 750 thousand shares (accounting for 2.5% of the total share capital), accumulatively pledged 43 million 680 thousand shares (12.3% of the total share capital).

21, Hong Kong Stock: the controlling shareholder of the company provides guarantee for the 860 million loan of the subsidiary company.

22, Mei Xinda: shareholders pledge 10 million 800 thousand shares (10% of total capital stock), accumulative total of 35 million 980 thousand shares (33.3% of total capital stock).

23, modern Avenue: 1) the controlling shareholder and the real controller respectively lifted 31 million 100 thousand shares, 1 million 600 thousand shares, Ruifeng shares pledged 32 million 510 thousand shares, accumulatively pledged 110 million shares (27.5% of the total share capital).

2) shareholders lifted 15 million 290 thousand shares of pledge (3.7% of total capital stock) and accumulated 97 million 370 thousand shares (representing 31% of total capital stock).

24, the Sha Sha share: the shareholder relieves the pledge 8 million 800 thousand shares (occupies the total stock capital 9%), accumulatively pledged 26 million 500 thousand shares (Zhan Zong capital stock 64%).

25, Shenda shares: the SFC agrees that the company will resume its application for review.

The plate is stronger than the market.

Textile and apparel index rose 1.65% last week, rising 0.32% relative to the Shen Wan A index.

Among them, the textile manufacturing index rose 0.88%, relative to Shen Wan A index fell 0.45%; clothing home textile index rose 2.16%, relative to Shen Wan A index rose 0.83%.

Our view: compared with the consumer market of China and South Korea, South Korea has developed economically, but the market capacity is limited and the fertility rate is decreasing, the market concentration and the level of profitability are not high. But China's market space is deep and the consumption power of the residents is selectively released. After the extensive development of the industry, there will be a shuffle. The market share will be concentrated on the high-quality leader, and industrial integration and Sino foreign cooperation will also be a trend.

Recommended targets: 1) high growth: cross border links, focusing on Antarctic electricity providers; 2) small market value: Luen Fat shares, Shandong Ruyi; 3) main business extension: Luo Lai life, Song Li Si; 4) pformation and fixed increase drive: win win global, was shares; 5) traditional white horse: Semir clothing, Hai Lan's home.