Textile and apparel industry boom, new shares and other related stocks are worth focusing on.
* 来源 : * 作者 : admin * 发表时间 : 2018-06-01 * 浏览 : 0
On the last trading day of May 2018, the textile and clothing plate of A shares finally came to a long run. The plate index of the same day rose by 2.81%, including the strong rise and fall of several plate stocks, including 603908.SH, 603365.SH, 603608.SH, and Shanghai Sanmao (600689.SH).
According to the analysis, one of the important reasons for the rise of textile and apparel sector yesterday is that China's textile and apparel industry is entering the cycle of recovery. From the terminal point of view, the total retail sales of 50 major retail enterprises in the first quarter of this year have increased by 6.5%, higher than 6.7 percentage points in the same period of the previous year.
The eastern Securities Research Report believes that the recovery of the textile and apparel sector is the result of multiple factors such as the macroeconomic recovery, the normal recovery after 4-5 years of the terminal, the overlay of the cold winter and the extension of the Spring Festival, but the medium and long term driving force comes from the improvement of its own competitiveness after the optimization of local brand products, channels and supply chains. The three or four line urban consumption upgrading, the local return of the intergenerational switching of the consumer and the further flow of the line down flow to the faucet, so the recovery of the local industry has a strong sustainability.
In the background of the industry recovery, how should investors choose more quality stocks in the context of the plate rising? As the growth of the plate is mainly influenced by the leading enterprises, the investors can choose the leading enterprises in the subdivision industries such as brand clothing, brand home textiles, cotton spinning and wool spinning in the process of stock selection. Brand clothing subdivision of the faucet home (600398.SH, Semir clothing (002563, SZ), etc.; brand home textile subdivision faucet Fuan (002327, SZ), lolai life (002293, SZ), and other high-end wool worsted sub faucet new Australia shares (603889.SH) and so on.
The new Australia shares are the leading companies in the world's high-end wool spinning and subdivision industry, with customers including Prada (Italy), Armani (Italy), HUGO BOSS (Germany), Banana Republic (USA), J Crew (USA), TORY BURCH (USA), TOMMY HILFIGER (United States), British (UK), Sweden, Japan (Japan) And other international high-end brand apparel manufacturers, as well as domestic baozi, Ya Ying, brother, YOUNGOR and other well-known clothing brands. With the continuous recovery of the lower retail market in the middle and high end clothing brands, the demand for the woolen worsted products of the new Australian shares will also be steadily improved, thus promoting the continued growth of the company's performance. With the gradual advance of the project of "30000 spindles spinning high grade ecological textile project" and "15000 tons ecological wool dyeing and finishing project", it is expected that the performance data of the two quarter and after the two quarter of this year will be strong. Two level market share price, new Australia shares after a recent round of decline, stock prices have dropped to a relatively low position, worthy of investors' attention.