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Securities Companies Optimistic About Textile And Garment Industry

2012/3/30 9:29:00 44

Recently, orders for textile and garment industry will be held one after another, and the order amount of many listed companies will increase.

Brokerage said that the two quarter retail terminal growth will be better than the first quarter, the textile and garment sector or usher in investment opportunities.

Sales will continue to grow.

Last week, the overall index of textile and clothing fell by 2.69%, of which 1.66% fell from the textile sector and 3.50% by the clothing sector.

In the near future, some men's clothing listed companies will be held in autumn and winter orders, and the order amount has increased.

Reported birds increased by 25%, card NDI Road (002656, stock bar) increased by 30%-40%, Hinur (002485, stock bar) increased by 20%, seven wolf is expected to increase 30%.

In March, the "home textile three heroes" carried out "big promotion" activities.

1-2, the furniture, building and decoration materials released by the National Bureau of statistics increased by more than 25% over the same period last year. Considering the construction period of 1 months or so, Everbright Securities (601788, stock bar) predicted that the effect of "big promotion" will exceed expectations in March, and the inventory level is expected to decrease, which is conducive to the growth of orders in 4-5 months.

In addition, this week is the last week of the state's policy of purchasing and storing up in 2011.

As of last Friday, the total amount of cotton storage and storage in the 11 cotton reserves reached 2 million 913 thousand tons, accounting for 44% of the total cotton output last year.

According to the latest prediction by the US Department of agriculture in March, China's cotton warehouse sales ratio rose to 46.13% again, still at a relatively high level in history.

With the end of the 11 year storage and the relatively low demand for the downstream market, cotton prices will soon be under pressure. But throughout the implementation of the 8 national cotton purchase and storage, the closing price of the cotton purchase has declined but not much, and the 12 year policy of storage and purchase has been announced (the object of 12 years of new cotton, the storage price 20400 yuan / ton, the storage time 11.9.1-12.3.31) will also play a supporting role in the whole year's cotton price.

Brand clothing or investment opportunities

A number of brokerages said that retail sales data in April were expected to be better than in the two quarter.

Shenyang Wanguo Securities expects that the growth rate of the two quarter of the textile and garment industry will be better than that of the first quarter.

February

retail

The growth rate has slowed down considerably. The Ministry of Commerce issued a report that consumption will become the first driving force in the economy in 2012, and the first consumption promotion month will be launched in April this year.

Under the double positive effects of policy stimulus and price drop, it is expected that the growth of garment retail terminal in the two quarter is expected to resume.

From the point of view of performance,

Men's wear

Certainty is stronger, orders will grow faster than expected, optimistic about the ability and power to release the performance of seven wolves, good news birds, as well as the growth of high-end women's wear leading shares (002612, stock bar).

Everbright Securities said that in the short term, with the impact of

Brand clothing

The negative factors of the industry (high price and seasonal upside down) are gradually disappearing. The retail sales data in April are expected to be better than the other. More aggressive investors can choose to enter in advance.

The future uncertain risk comes mainly from the economic downturn, and residents' consumption will continue to slump.

It is recommended to pay close attention to the change of men's wear terminal data and the "big promotion" sales situation of home textiles in March.

In the long run, the long-term investment value of brand clothing is obvious, benefiting from the upgrading of domestic consumption.

CICC said it would continue to look good at men's wear and outdoor.

Men's clothing market has a large scale and there is still room for channel sinking. The profit model is brand driven, and the target group is relatively insensitive to price changes, and the price gap between the international brand and the first tier brands is large.

The outdoor sports industry has a small base for rapid growth, and the development of consumption habits is the driving force for the current market growth. It is in line with the trend of consumption upgrading. Outdoor consumption begins to start beyond ordinary sporting goods. Nike and Adidas positioning sink to some high-end consumption space.

A shares are mainly pushed: seven wolves, YOUNGOR (600177, stock bar), nine Mu Wang (601566, stock bar), Pathfinder (300005, stock bar).

Companies such as search for 002503 and shares can also be concerned about the fact that the companies with better overall revenue growth due to rapid expansion.