Trend In The Past Week: Running The Shanghai And Shenzhen 300 Index 0.55 Percentage Points

Compared to June, the combination of < p > July has changed considerably, greatly increasing the weight of Huafu and joining Lu Tai to eliminate Bailong and voyages.

The main reason: in June, the market experienced major fluctuations, and most of the stocks fell by more than 10%. In June, the relative return of our group increased compared with that in May. It was mainly represented by Huafu. It still maintained positive earnings in a single month. The combined earnings were negative, mainly due to the drag on the shares of the airline (600987, stock bar).

When the market is panic, the trend of stocks and stocks will fluctuate.

It is more flexible to eliminate Baron's main lines, such as Huafu and Lu Tai.

Looking forward to July, in the middle season, we believe that the performance trend of brand stocks is generally downward, and the probability of exceeding expectations is not large.

A significant increase in the proportion of Huafu portfolio is mainly due to the fact that we are optimistic about the trend narrowing of cotton price differentials.

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< p > week industry news < /p >

< p > (1) "exceptions" appeared in the air of Chinese airport wind whipping at the Moscow airport. It was fast fashion in Chengdu, a large and bright flagship store in the market. It also had a downward movement from last year to the second half of the year. < a target= "_blank" href= "//www.sjfzxm.com/" > dress < /a > store nightmare. In just six months this year, the clothing industry experienced many ups and downs.

(2) the demand for Beijing's retail property market is active. The quality retail property of the core business circle is still the first choice for the expansion of the international famous brand, so the rents of the core business circle still have room for improvement.

(3) since the beginning of this year, Guangdong's foreign trade data, like "roller coaster", have continued to slide after the "4 years' advance". The growth rate of import and export volume in June was 4.5% negative.

This situation is closely related to the worsening export situation, not only because the government has cracked down on false trade.

Many small and medium-sized enterprises responded, because the demand is low, the order has obviously atrophied.

(4) in the face of the shrinking international market, the domestic men's clothing enterprises have turned to expand the domestic market. However, due to the high level of store rentals and the poor stability of employees, it has become an important reason for restricting the development of many brands of "a target=" _blank "href=" //www.sjfzxm.com/ "clothing" /a ".

(5) garment enterprises are trying to develop multi brand strategy and expand to multiple market segments.

Industry observers believe that the multi brand strategy itself has advantages and disadvantages, and the implementation is much more complicated than the plan.

(6) at present, the a target= "_blank" href= "//www.sjfzxm.com/" > textile < /a > the overall operation of industry is affected by the international financial crisis, and the export situation is grim and the pressure of pformation is increasing.

In order to "go out", China's textile industry must choose to develop the market. ASEAN is the most attractive and operable market in many destinations.

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< p > the trend of nearly a week: running the Shanghai and Shenzhen 300 index 0.55 percentage points, the yield is ranked the bottom eighth, < /p >

< p > in the past week, the people's livelihood textile and garment industry index yield is -3.21%, running the Shanghai and Shenzhen 300 index (-2.66%) 0.55 percentage points, ranking eighth in the 29 tier one industry index decline.

Among them, the yield of textile and clothing sub sectors is -3.46% and -2.91% respectively.

In the past week, people's textile and apparel portfolio (Huafu color spinning (002042, stock bar) and Lu Tai A) were up and down by -7.01%, losing 4.35 percentage points in Shanghai and Shenzhen 300 (-2.66%) and 3.80 percentage points in running the people's livelihood textile and clothing index (-3.21%).

Among them, the share price range is Huafu color spinning -11.70% and Lu Tai a -4.62%.

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