23 Performance Preview Clothing Home Textile Performance Improvement Momentum Is Obvious

With the earnings announcement from Wanlima announcements, 27 companies have already announced the announcement.

There are as many as 23 home textiles A share companies, and there is no shortage of Companies in this year's pre report increase over the same period last year or reversing the decline in last year's report.

Wanlima released the earnings report of Zhong Ying, which expects net profit of 11 million 193 thousand and 700 to 15 million 144 thousand and 500 yuan in the first half of the year, up -15.00% to 15% over the same period last year.

According to Wind statistics, as of now, 27 of the 54 A share companies in the shwan garment home textile industry have reported the results of the China Daily, and only 4 have continued to lose or slightly reduced, making a good proportion of over 85%.

In the 23 pre hi companies, Sanfo has the highest outdoor growth rate, with a net increase of 416%-466% in the first half of the year.

Many fond of, good news birds, American States

The lower limit of pre increase or loss margin is more than 100%.

The pre growth limit is higher than 10% on Saturday, biblin, Maison, Luo Lai life, di Su fashion, blonde rabbi (002762, stock bar) and Meng Jie shares 7 companies.

The revival of home textiles and the improvement of performance have become a common view of many professionals or organizations.

Guoxin Securities analyst Zeng Guang told reporters yesterday that the clothing home textile industry has been steadily recovering, and the industry has shown signs of recovery since 2017, and it has been accelerating in the first quarter of this year.

It can be seen that the retail sales of clothing, shoes, hats, knitwear, textiles and cosmetics increased by 9.1% and 14.80% respectively over the 1-5 months of this year, up 1.9 and 4.7 percentage points respectively over the same period last year.

CITIC's latest research report also pointed out that from the two tier industry, Q2 in 2018 compared to 2018 Q1, 2017 and 2017 Q3 all up to two industries, 8 of which include clothing home textiles.

Yu Jie Wen, a securities company in Shanghai, also believes that the domestic consumer market, which is dominated by domestic demand, is growing steadily, and the consumption is escalated. From the whole industry of garment home textiles, it shows a recovery trend, and both income and net profit have increased, and the net sales rate of industry sales is rising.

For example, the Sanfo newspaper, which has a big increase in the China Daily's report, said that in the first half of 2018, the online and offline sales efforts were intensified. The revenue of stores, big customers and online sales was expected to increase over the same period last year, resulting in a year-on-year increase in net profit attributable to shareholders of listed companies.

The reporter also noted that, as a corroboration of the performance improvement, the apparel home textile company, which had announced the results of the newspaper, was better than the same period last year or even reversed the decline last year.

Sanfo outdoor is a typical change in last year's performance decline. This year's report increased by more than 4 times, and last year's performance fell 93.08%.

More than 2 times the number of Chinese newspapers was popular, and last year's China Daily fell 30.72%.

The increase of the lower limit this year is higher than that of the same period last year.

, the long life, the Saturday, the Luo Lai life, the golden hair rabbi.

Among them, the wedding bird and the United States have realized a substantial loss of clothing, and the stock of 90%-120% has been further increased by 41.35% on the basis of an increase of last year's median report.

In addition, Busen shares, Hinur and Jia Linjie still have a big deficit reduction despite the fact that the newspaper is still losing money.

For example, he pointed out that the company's strategic upgrading and business pformation had achieved initial results. The clothing business sector focused on the sales link, adjusted the business model, and improved its business profits.

Zeng Guang said that the revival of the garment home textile industry is gradually spreading from the high-end high-end consumption to the second-line mass consumer industry, and the industry leaders are expected to focus on the benefits. It is suggested that we should focus on casual wear, women's clothing and home textile subdivision industry.

In the unannounced company, the Pacific bird, Semir dress, Hai Lan home, the high-end women's costume, the fashion of home fashion, home textiles, home textiles and so on.

Shen Wan Hongyuan also reminded that the first two years of clothing home textiles run the market, the value of digestion in place, and

The cyclical adjustment of franchise attributes coincide. This year, the industry fundamentals will return to boom. Underestimate the investment opportunities of the next sector and highlight the possibility of bottoming out.