Textile And Apparel: Tracking Weekly Newspaper Recommends 11 Shares In Thirty-Second Weeks In 2014

< p > > a href= "http://sjfzxm.com/news/index_z.asp" > overall view < /a >: big logic support leading enterprises in 2015 will be better and the second half of the year is expected to continue to promote brand integration in the industry.

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< p > > industry investment logic: a major logic support leading enterprise's performance in 2015 is good: the first half of 2014 is expected to be affected by the drop in cotton prices, and the cotton textile industry chain is obviously digesting inventory. In late July, the implementation of the implementation plan is coming up. In September, the new cotton listing is expected to lead to a sharp downward trend in cotton prices in October. If the subsequent cotton price stabilizes, the entire cotton textile industry chain operation rhythm will return to normal and replenishment needs will be good for leading enterprises. According to our research, the continuous recovery of overseas demand, the end of the RMB appreciation cycle and the acceleration of integration in the industry will strongly support the investment logic of the leading enterprises of cotton textile industry, such as Lu Tai A, Bailong Oriental, Huafu color spinning and so on.

Accelerating integration within the industry, on the one hand, is good for leading enterprises. On the other hand, vulnerable enterprises will accelerate pformation and enter new industries, which are reflected in the capital market level, and the value of shell resources is prominent, and thematic investment opportunities of M & A are constantly emerging.

We combed the textile enterprises with a market value of less than 3 billion. According to the market value, asset mobility and regional scarcity, we suggested that we should pay attention to Busen shares, Vico essence, three lane, Tai Asia shares, and phoenix bamboo textile.

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< p > > a href= "http://sjfzxm.com/news/index_p.asp" > clothing > /a > sub industries. We judge that in the second half of, Brand Company will continue to promote mergers and acquisitions in the industry. We should pay attention to Maison culture, seven wolves, costumes and so on.

The industry's dynamic tracking of export data in July shows a continuous weak recovery.

In 2014 1-7, China's textile and apparel exports totaled 162 billion 826 million US dollars, up 5.16% over the same period last year, of which textiles, clothing and accessories were exported for 634.04 and 99 billion 423 million US dollars, with an increase of 4.44% and 5.63% respectively.

In July, the export volume of textile and clothing increased by 30 billion 347 million, an increase of 9.70%, and the ring increased by 18.30%, of which 10 billion 107 million of textile exports increased by 5.50%, while the ring increased by 9.20%.

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< p > Hai Lan's home: according to the comparable caliber, it is estimated that the net profit attributable to the shareholders of the listed companies in the first half of 2014 will be increased by about 80% compared to the same period last year.

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< p > noble bird: 2014 the net income from the first half of the year, net profit attributable to shareholders of listed companies, net cash flow from operating activities and EPS were 995 million yuan, 164 million yuan, 196 million yuan and 0.274 yuan / share, respectively, with the increase of -19.04%, -5.77%, 27.84% and -17.22%.

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< p > 100 round pants industry: in the first half of 2014, labor costs and store rents continued to rise, resulting in greater cost pressures. Gross profit margin decreased by 3.78 percentage points to 46.15% over the same period last year.

It is estimated that the net profit attributable to shareholders of Listed Companies in the 1-9 months will decrease from 25%-55% to 1466.66-2444.44 million yuan.

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Last week, the textile and garment sector rose by 2.58%, and the Shenzhen Composite Index rose by 0.06%, of which the textile and clothing sub sectors rose 2.42% and 2.74% respectively last week. From the top ten stocks, the main theme stocks such as Vico, Huafang textile and other major stocks continued to gain the top edge, up 11.99% or 6.75% last week, and the increase has been 84.79% or 45.76% since the beginning of the year. P

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< p > from the PE valuation level, the textile and garment sector is currently 16 times the PE, corresponding to the 14 year forecast net profit growth rate of 19.15%.

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< p > cotton prices continued to drop slightly, and cotton prices fell 0.11% to 17119 yuan / ton last week.

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