Textile And Garment Sector In The Stock Market

Spin clothing In the weaker market, the industry highlights the defensive hedging value, and the overall performance is stronger than the general trend. Most of these companies have achieved relatively good returns this week. In particular, the companies that had fallen earlier in the year, with the announcement of the Chinese newspapers, met or slightly exceeded expectations, and the stock prices gradually stabilized. For example, Rebecca increased by nearly 6.44% in the past two weeks or 1.46%.

Recent industry information mainly includes: (1) RMB has entered the "6.3" era against the US dollar, and textile exports have been impacted; (2) the extension of colored yarn to woven fabrics; (3) the establishment of China filament weaving Association, filament yarn. industry There is a long way to go, and we need more speed. (4) in the first half of the year, the scale of overseas purchasing market has reached 20 billion 600 million; (5) there has been a blowout growth in China's children's wear industry.

The company's main developments are: (1) fuanna (002327) Zhong Bao: (2) on Saturday (002291): the performance of the central newspapers is still not satisfactory; (3) Luo Lai home textiles (002293): high growth expected in the newspaper; (4) Weixing share (002003): the sharp decline in the business of crystal drilling has affected the growth rate of the middle paper; (5) the Pathfinder (300005): the high growth rate of the report is in line with expectations; (6) Rebecca (gross): the gross profit margin has increased substantially, driving the rapid growth of profits.

Investment perspective: from the semi annual report published, the key points company There are slightly more than expected, and some slightly lower than expected, but most of them are basically the same as expected, and the profit has maintained a good growth momentum compared with the same period last year. We maintain a firm and optimistic investment outlook on brand clothing enterprises. In addition to the early recommendation of the key varieties (Luo Lai home textiles, fuanna, Meng Jie home textiles, Pathfinder, seven wolves, Semir clothing, etc.) still insist on holding, we can pay close attention to the relative underestimation of the Rebecca (increase Holdings), the good news birds (overweight) and Hinur and other rotating opportunities.