Beat Shanghai Index! Textile And Clothing Sector Rose 18.99% In The First Half Of The Year

Since the beginning of this year, the textile and garment sector has performed well, with the overall share price rising by 18.99%, far surpassing the Shanghai Composite Index (down 1.36% in total in the year), ranking first in the growth list of Shenyi industry. Among them, Jinhong group's share price rise ranked first in the same industry, reaching 316.15%; After that, Bank of China cashmere rose 179.25%, golden hair Rabbi rose 171.77%, Meibang clothing stock increased 169.03%, global stock price of * ST increased 133.98%, Longzi stock price increased 115.27%, and * ST lashia stock price increased 113.01%, all of which achieved the share price doubling within the year.

In addition, the share prices of Yingfeng, Zhejiang nature, taipingniao, Nikko, and biyinlefen all increased by more than 50% during the year. Among them, Yingfeng stock price increased by 70.59%, Zhejiang natural stock price increased by 67.42%, taipingniao stock price increased by 67.35%, daily broadcast fashion stock price increased by 64.61%, baoxiniao stock price increased by 56.81% and biyinlefen stock price increased by 50.25%.

"Since the beginning of this year, the textile and clothing sector has come out of a round of big rebound, mainly due to two aspects: on the one hand, the domestic epidemic situation is better than that of foreign countries, resulting in a lot of foreign orders returning to China; On the other hand, under the impetus of Xinjiang cotton incident, the domestic clothing brand has been accelerated. China is not only the largest textile and clothing producer but also the largest consumer country. However, most of the international brands are in Europe and the United States. The main reason is that we can't keep up with the marketing and management. However, the era of we media has overturned the traditional marketing model and given us the opportunity for the rapid rise of domestic garment and textile enterprises. " Liu Youhua, director of private placement network research, said.

In the view of major securities companies, the recent release of the "fourteenth five year plan" development outline for the textile and garment industry is a great benefit, making it have a certain growth. Societe Generale Securities believes that with the development trend of digitalization and full chain informatization of textile and garment industry chain, enterprises will better connect all links of the supply chain and realize inventory management and accurate marketing. At the same time, under the guidance of intelligent manufacturing, brand clothing enterprises ushered in the growth of domestic brands in the second half of this year, and textile manufacturing will also usher in a period of capacity saturation due to the influence of Indonesia's order transfer, and the optimistic plate will usher in structural growth in the second half of this year.

Liu Youhua also said, "the 14th five year plan for the development of the textile industry points out the direction for the intelligent development of the textile industry and lays a foundation for the high-quality development of the textile industry. In the future, with the advancement of the intelligent development process of the industry, it will help to improve the production efficiency of the textile industry, reduce the production loss and labor costs, so as to realize the improvement of the overall performance of the textile and clothing industry

In fact, since this year, funds have also begun to part of the textile and clothing stock layout. Statistics show that, since this year, a total of 17 textile and clothing stocks showed a net inflow trend, attracting a total of 3.928 billion yuan. Jujie microfiber and Xinhe shares were the most sought after shares in the year, reaching 768 million yuan and 175 million yuan respectively. During the period of the two stocks, such as true love Meijia and Huasheng Technology, they were all scrambled by large single funds of more than 100 million yuan.

Wang Xuan, chairman of Chengen capital, said, "Guochao has promoted the word-of-mouth positioning of several domestic brands in the minds of consumers. In the recent "618" e-commerce promotion activities, the growth of local sports brands is very bright, and it is also an important catalyst for the recent plate rise. We have long been optimistic about the leading enterprises of sportswear in the textile and garment industry. In addition to the leading enterprises, we can also pay attention to the high-quality textile and garment enterprises with lower second-line valuation. "