The "Expansion Of Domestic Demand" Clothing Force &Nbsp; Search Rose 9.09%

On the 8 day, the textile and garment sector was eye-catching. At the close of the session, the stock market was close at hand, and Huafang textile and Jiangsu Kaiyuan shares were also strong. Analysts pointed out that the "two sessions" to pay attention to the expansion of domestic demand or will stimulate the performance of big consumption stocks in the next period.

Gradual release of negative factors in the industry

Analysts interviewed by financial investment newspaper believe that the negative factors in the textile and garment industry are beginning to be released, and the plate will usher in a "little spring".

An industry analyst at the Great Wall securities told reporters: "although the domestic sales and exports of the clothing industry are relatively weak in January this year, the negative factors in the industry have begun to be gradually released. From the perspective of domestic sales, the slowdown in domestic apparel retailing in January may be related to the advance factors of the Spring Festival, and its growth rate is expected to pick up as the season changes in March. Therefore, I think there is a certain degree of certainty in the growth of the industry this year.

XinDa securities analyst Sun Binbin also said: "textile and clothing as China's traditional export industry, external demand has a greater impact. However, judging from the current situation, such as the European debt crisis, the weakening of residents' consumption intention and so on, the negative factors such as sales decline have been digested ahead of schedule; and the related companies' performance bulletin also shows that the performance of stocks such as the special stock and the stock market are quite good, exceeding the market expectations, which has a certain boost effect on the stock trend.

In addition, cotton purchase and storage plan Publish And raising the price of reserve and storage is also conducive to the long-term stable development of the industry. It is reported that the relevant state departments have determined that the price of temporary cotton storage and purchase in 2012 is 20400 yuan / ton, up 3% from 2011. "From theory, the rising price of raw materials is bad for the middle and downstream industries. But in fact, the middle and lower reaches of the industry even more hope that raw material prices will no longer rise or fall, and can be maintained at a relatively stable level. The the Great Wall securities analyst added.

Brand advantage is the breakthrough point

Guo Yuan Securities strategist Wang Mingli expressed optimism about the future of the textile and garment sector: "from the revival of foreign demand, the opportunities for textile and garment sectors can be expected, and the fundamentals of export oriented enterprises will get better. With the gradual stabilization of the stock market, we can not rule out the possibility of the related stocks increasing. It is reported that China's PMI in February was 51%, an increase of 0.5 percentage points compared to January, of which the export orders index was 51.1%, up 4.2 percentage points from January. Some analysts pointed out that export orders back to the ups and downs of the line, indicating that the external demand has been warmer. The recovery of major economies such as Europe and the United States has exceeded expectations, and the recovery of China's economy, especially the export sector, has taken shape. obvious Pulling effect.

There are quite a few stocks in the textile and garment industry in 2011, and I think the market is expected to continue in March. We can pay attention to some stocks with larger growth space and brand advantages. After all, the current textile and garment industry has changed from capacity expansion to value growth, and structural adjustment and industrial upgrading will continue to push forward, and the future development is worth looking forward to. Sun Binbin said.

Haitong Securities said that the current A apparel brand enterprises face Transformation Problem. It is reported that, referring to the growth path of foreign and domestic early development brands, when the number of stores exceeds 4000, the extension of single brand is facing the problem of growth and deceleration. At present, some A share apparel Brand Company have approached or entered this stage. The industry should pay attention to the change of growth quality and growth mode in the next 3 years.