Nearly Half Of The Increase In Household Appliances Textile
Near the interim disclosure period, earnings forecasts become an important way for investors to anticipate the company's performance ahead of time and look for potential stocks in the second half. According to market research statistics, as of yesterday, a total of 1034 companies announced the 2013 interim results notice, the performance of pre hi company reached 647, of which, 150 increase, 132 earnings continued, a slight increase of 308, the loss of 57. Preview company accounted for the highest proportion of household appliances (47.06%) and Spin clothing (42.86%) the number of households in the two industries is 24 and 33 respectively. Today, this edition analyzes the above two industries and related pre preference shares to provide readers.
16.98,0.23,1.37% (002614.SZ)
The median performance increased by 500% to 600%.
In June 21st, Mr Meng issued a notice that the net profit change attributable to shareholders of listed companies from January to June January was 7 million 150 thousand yuan to 9 million 500 thousand yuan, up 50% to 100% compared with the previous year before the performance revision. The revised range of 2013 2013 to net profit from 28 million 300 thousand to 33 million yuan was expected to increase from 500% to 600% compared with the same period last year. The net profit for the same period was 4 million 720 thousand yuan over the same period of 50% years. The company said that the main reason for the increase was that the company adjusted its product structure during the reporting period and increased the gross profit margin of its products.
In terms of market performance, it has risen 2.6% since July, and the latest closing price is 16.98 yuan. The cumulative turnover rate was 23.98% during the period, and the total turnover was 293 million 937 thousand and 100 yuan during the period.
Dongxing Securities believes that Meng Fu Li is located in the leading position of the industry export. At present, the company's main income comes from overseas, while the domestic market development is actively promoting, and optimistic about the development of the company. The company expects earnings per share in 2013 and 2014 to be 0.44 yuan and 0.55 yuan respectively, giving the company stock a "recommended" rating.
Jin Feida (9.00,0.12,1.35%) (002239.SZ)
Median performance increased by 550%
Kim Feida's quarterly report revealed that the company's net profit in January to June increased 500% to 550% in 2013 and 6 million 600 thousand yuan in 2012. The company said that the main reason for the performance change was that the company received a total of 58 million 620 thousand yuan from the total compensation fee and the relocation bonus fund. According to the regulations, the company's financial department calculated that the remaining 39 million 900 thousand yuan was deducted from the assets liquidation loss and relocation expenses, the income tax expense was deducted, and the net profit increased by 29 million 930 thousand yuan.
From the market performance, Kim Fei Da has fallen 8.16% since July, the latest closing price of 9 yuan, the cumulative turnover of 23.98% during the period, the cumulative turnover amounted to 293 million 937 thousand and 100 yuan during the period.
In April 2013, the shareholders' meeting agreed that Kim Feida bought 52% shares of Xinbao mining and Dadu River Mining for 31 million 200 thousand yuan, and had signed an agreement. As of September 30, 2012, the mine reserves 2 million 430 thousand tons of resources and 16 thousand and 600 kilograms of metal, with an average grade of 6.8 grams / ton. The scale of the mine has been set up to be two tons of daily processing ore volume of 300 tons and 500 tons. Its safety production permit, guarantee for the ring and ratification of gold mining are being processed. Xinbao mining registered capital of 31 million yuan, Xinbao mining in September 30, 2012 net assets -1939 million, 2012 January to September net profit of -2213 million.
Nearly five companies in household appliances reported good results.
According to market statistics, as of yesterday, a total of 30 companies in the household electrical appliance industry disclosed the results of the 2013 report, of which 24 companies were preoccupied with the performance, accounting for 47.06% of the total number of industry companies, ranking 23 in the 23 industries.
Specifically, 5 companies in these 24 companies have increased their performance respectively: Meng Fu Li (600%), Tongzhou Electronics (7.25,0.20,2.84%) (150.11%), Huayi compressed (5.70,0.35,6.54%) (150%), Wanjia (3.68,0.01,0.27%) (75%), Sichuan Changhong [micro-blog] (1.90,0.06,3.26%) (50%).
In terms of market performance, 14 of the household electrical appliances that have disclosed the predominant performance of the China news report have risen since July (the Shanghai Composite Index fell 0.70%), accounting for 58.33%. Among them, 12.49,0.60,5.05% (36.21%), Omar electric appliances [micro-blog] (15.36,0.16,1.05%) (16.01%), Tian Yin electromechanical (20.430, -0.10, -0.49%) (15.1%), FENDA Technology (17.94, -0.09, -0.50%) (9.19%), Huayi compression (8.99%), Sichuan Changhong (6.15%) and boss electric (34.55, -0.28, -0.80%) (5.92%) and other stocks have gained over 5% since July.
From the point of view of capital flow, 5 household stocks have been favored by large single funds since July. The 5 stocks are: 12.71,0.20,1.60% (46 million 881 thousand and 300 yuan), Joyoung shares (5.93, -0.07, -1.17%) (11 million 689 thousand and 800 yuan), Omar electrical appliances (11 million 513 thousand and 900 yuan), FENDA Technology (8 million 318 thousand and 600 yuan) and Huayi compression (3 million 625 thousand and 300 yuan).
CICC believes that the temperature is generally low in January to May in 2013, but the temperature is generally high after entering summer, and the demand for air conditioning is getting warmer. From May to July, the retail sales volume of air conditioning is close to 50%. Although the hot weather is late this year, it is more optimistic about terminal sales from June to July. In 2013, the home appliance industry reported better overall performance. Although the market is worried about demand in the second half of the year, the home appliance sector is expected to outperform the market in the coming quarter. Recommend the growth of the stock market, the boss electrical appliances, value shares GREE electric (25.44, -0.26, -1.01%), rebound stocks Hisense [micro-blog] appliances (11.12, -0.42, -3.64%), the above shares have recently had a good performance. TCL[micro-blog] multimedia also has the chance to rebound and maintain prudent recommendation rating.
Textile and clothing concern about valuation uplifting varieties
According to market statistics, as of yesterday, a total of 48 companies in the textile and garment industry disclosed the 2013 results announcement, of which 33 companies were preoccupied with the performance, accounting for 42.86% of the total number of industry companies, ranking second in the 23 industries of the Shen Yi class.
Specifically, 4 companies in these 33 companies have increased their performance respectively: Jin Fei Da (550%), Huafu color spinning (5.14,0.07,1.38%) (130%), Xun Xing share (6.99,0.03,0.43%) (90%) and Pathfinder (10.300,0.10,0.98%) (63%).
In terms of market performance, 18 textile stocks, which have already disclosed the preview of the performance of the Chinese newspaper, have risen since July, which accounted for 54.55% of the market share (since the Shanghai Composite Index fell 0.70% in the same period). Among them, 11.50,0.66,6.09% (28.35%), Jiangsu three friends (6.28,0.19,3.12%) (12.75%), 11.76,0.42,3.70% (11.89%), Huarun Jinhua (11.16,0.16,1.45%) (10.71%), Zhonghe shares (8.72, -0.18, -2.02%) (9.96%), Maison culture (23.82,1.31,5.82%) (8.27%), Pathfinder (7.97%), de cotton share (6.60,0.00,0.00%) (7.32%) and Semir Clothes & Accessories (21.30,0.08,0.38%) (6.5%) stocks have risen more than 5% since July.
From the point of view of capital flow, 9 textile stocks have been favored by large single funds since July. The 9 stocks are: Mei Xinda (4 million 351 thousand and 900 yuan), Semir clothing (3 million 544 thousand and 500 yuan), Jiangsu sunshine (2.25,0.03,1.35%) (2 million 691 thousand and 500 yuan), Jialin Jie (3.33,0.07,2.15%) (2 million 272 thousand and 900 yuan), bar Jie shares (2 million 245 thousand and 800 yuan), decotton share (2 million 144 thousand and 700 yuan), Xinye textile (3.09,0.02,0.65%) (1 million 662 thousand and 400 yuan), Jiangsu broad-minded (7.36,0.05,0.68%) (1 million 316 thousand yuan) and Huarun Jinhua (775 thousand yuan).
Bohai Securities believes that the consumption situation in the first half of this year is generally that the growth rate of the apparel home textile industry is still declining, and the growth rate of orders is decreasing. From the first half of the main company's situation, it is expected that the overall performance of the textile and apparel industry will be generally satisfactory. Some of the company's performance will be better than the average level of the textile and garment industry, and some of them will have a rise in valuations, such as the operation of the bar company of small loan companies, as well as those with outstanding performance, which exceed the market average level or exceed the expected ones, such as the ruthai A (8.67, -0.03, -0.34%) and Huafu color spinning of cotton enterprises. The recommended stocks in the second half are 8.05,0.07,0.88%, search 10.39 (-0.04, -0.38%) and 20.36,0.21,1.04%, but stocks with short-term valuation gains may surpass them. Key recommendations: Lu Tai A, Huafu Colored spinning And the cashmere industry.
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