Textile Clothing And Daily Chemical Industry Weekly: August Textile And Clothing Exports Increased By 7.82% Over The Same Period Last Year

Last week (September 1st ~9 5), Shanghai Composite Index Rise 4.93%, Shenzhen stock index rose 4.75%. The textile and garment sector rose by 5.38%, of which the textile sub sector rose by 6.12%, and the clothing sub sector rose by 4.21%. The top three stocks in the daily market of the spinning and weaving daily are the creation of Da Yang, the Maison culture, the NIM (19.94%, 15.06%, 11.52%); the latter three are the Wordsworth shares, the card slave Road, the Qingdao King King (3.89%, 2.83%, 2.39%); and the L industry information.

In 1.8, China's textile and clothing exports increased by 7.82% over the same period; 2. LVMH suspended the acquisition of Hermes, and 3.

Guess's two quarter profits continue to slide, and it is expected to shut down 50 stores; 4., 31st 2015 spring and summer orders will increase by 11%; 5. 360 degrees will cooperate with Baidu to develop "smart shoes" and other children's products; 6. retail sales in Hongkong will continue to decline for 6 months; 7. Alibaba will update IPO prospectus, the highest financing or 24 billion 300 million dollars; l this week's viewpoint.

August China Spin Exports of goods amounted to US $9 billion 964 million, an increase of 6.14% over the same period last year. Clothing exports were US $20 billion 570 million, an increase of 10.27% over the same period last year. The total exports of textiles and clothing totaled US $30 billion 233 million, up 7.82% over the same period last year. The total value of textile and clothing exports in 1~8 months amounted to 193 billion 68 million US dollars, an increase of 5.56% over the same period last year, representing a 0.42 percentage point increase over the 5.14% months of 1~7. Benefiting from the devaluation effect of RMB, overseas demand continues to warm up, and domestic cotton prices are lower and domestic and foreign cotton prices narrowed narrower. In August, textile and clothing exports continued to maintain good momentum, and the steady improvement in exports in the second half of this year is expected to continue. It is suggested that investors should focus on leading enterprises such as Lu Tai A and Huafu color spinning.

This year, we have been focusing on the "four big diamond" portfolios which are basically good for us. We have continued to recommend Semir clothing, Pathfinder, Fiyta and fuanna. Since July, we have increased the recommended highland and the improved Hai Lan home and Haining leather city. Last week, the "four big diamond" combination rose 6.85%, and won the Shanghai and Shenzhen 300 index 2.10 percentage points. Semir clothing and leisure to stabilize children's industrial chain open up new growth space; Pathfinder clothing industry continues to grow rapidly, providing security margins, strategic transformation continues to promote; Fiyta's own brand benefits from the rapid rise of the middle class and three or four lines. consumption The rapid growth of the list and the stable retail of the name list will help to improve the business of the famous retail business. The price of the centre will help to improve the volume of business. The Haining sea's home market is expected to further enhance its scale and market share with its unique mode of operation. The huge fluctuation of the stock price in the early stage of the leather industry in Shanghai has reflected unfavorable factors such as industry adjustment and project gap. The opening of new projects is expected to usher in the release period of performance. Besides, there is no need to be too optimistic about the optimism of Jahwa, and there is no need to be too pessimistic when pessimistic.

In the context of the adjustment of the industry mode, industry opportunities lie in transformation. In addition to the Golden King of Qingdao, which has been mainly recommended this year, the transformation and upgrading focus on the "seven kinds of weapons" stock portfolios: Mei Xinda, bar Jie, Xun Xing shares, Huafang shares, long Zi shares, seven wolves, and leading shares. Last week, the "seven weapons" combination rose 9.19% (excluding the influence of the suspension of the stock), which outperformed the Shanghai and Shenzhen 300 index by 4.45 percentage points.