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Continuous Emergence Of Clothing Plates Active Performance Of Local Brands Whirlwind Induced Multiple Stock Trading

2013/3/27 18:05:00 7

Clothing PlateClothing Home Textile IndustryClothing Autumn Winter Order Meeting

< a href= "//www.sjfzxm.com/news/index_z.asp > > clothing > /a > plate appeared two days in a rare and active way. The local brand whirlwind generated many stock trading.

Dayang creation (600233), and the 002612 shares of Kaiser (002425) and Kaiser home textiles (002397) joined the trading team on Tuesday.


< p > President Xi Jinping began a state visit to Russia, Tanzania, South Africa and Congo from 22, and accompanied by Mrs. Peng Liyuan.

Peng Liyuan's dress has attracted worldwide attention. The domestic clothing brands shine brilliantly: Dayang creation, which is the main high-end suit, is even sought after by capital. The A shares are the first high-end women's clothing listed on the A-share market, and Kaiser shares are also flagship < a href= "//www.sjfzxm.com/news/ index_h.asp" > women's wear < /a > and < a href= "//www.sjfzxm.com/news/index_s.asp" > leather "/a" sales.

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"P" has always been the brand recognition of Chinese apparel (000902) industry is not high, consumption trend is still dominated by international high-end brands.

Some analysts believe that the independent brand clothing has begun to receive widespread attention in the market. It is a positive signal for the development of China's clothing industry, especially the brand clothing, and there will be better development opportunities for China's own high-end brands in the future.

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< p > however, from the current situation, the overall prosperity of the apparel home textile industry is still at a low level, and the obvious improvement of terminal demand still needs to wait.

Data show that in 1-2 months of this year, the number of retail sales of clothing for hundreds of major retail enterprises in China increased by 5% over the same period last year, and the growth rate slowed down 1.1% compared with 2012.

The trend of price rise is more obvious, clothing sales price has increased by 3%, the growth rate has dropped by 6.8% compared to the same period last year, the retail sales of clothing have increased by 2%, and the growth rate has increased by 6.2% compared with the same period last year.

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Less than P, the performance of the stock market is not optimistic.

Kaiser's annual report shows that last year's net profit growth rate dropped by 34.85%, while Dayang's three quarterly report also dropped 19.9%.

From Tuesday's billboard data, the top five seats of trading stocks such as Dayang creation and Kaiser shares are all hot money, and there are obvious signs of speculation.

Another trading house, the dream of home textiles, was bought by the hot money while the company sold 2 million 562 thousand yuan.

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< p > March and April is the period of the brand clothing autumn winter order meeting. From the current situation, the growth rate of men's clothing brands such as the seven wolves (002029) and the llun is generally lower than expected, and the franchisee's stockings tend to be cautious.

However, there is still a brand growth against the market. For example, the business volume of the card Road (002656) in autumn and winter is expected to increase by 21%. In search of special (002503), Pathfinder (300005) is expected to grow 25% and 35% respectively.

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< p > Shen Wan believes that the autumn and winter ordering will show that the men's clothing industry has not yet come out of the bottom, and casual wear is also short term performance. However, the trend of home textiles in 2013 is improving, and the performance improvement of textile enterprises is expected to be reflected in the two quarter.

Lv Lihua, the first business analyst, believes that the quarterly performance of the industry is still not optimistic. It is recommended that companies concerned with robust growth or performance inflection points, such as search special, card NDI Road, good news birds (002154), seven wolves, fuanna (002327), Rutai A (000726), Huafu color spinning (002042), etc.

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