Last Week'S Weekly: Textile And Garment Industry Led

Stock price performance

The Shanghai Composite Index rose 0.45% last week.

Plate rose 0.98%, of which the textile sector rose 1.2%, the clothing sector rose 0.77%.

Last week, the leading companies in the sector were Changshan shares, INTERCHINA group, Tek bio, Lukang technology and bar Jie shares, or 33.11%, 14.35%, 10.02%, 10.02% and 9.43% respectively.

From the beginning of October 10th to the October 10th, the Shanghai Composite Index rose 12.22%, and the textile and garment sector rose by 29.72%, of which the textile sector rose 32.89% and the clothing sector rose by 26.57%.

Industry data and major company tracking

1): hundreds of key large-scale projects in China.

Retail sales increased by 2.6% over the same period last year.

Among them, 55, more than half of the enterprises sold less than the same period last year, representing a negative growth year-on-year, 41 more than the same period last year 14; clothing retail sales grew 6.1% over the same period last year, the growth rate was 5.9 percentage points higher than the same period last year.

2) raw material data: last week, the average price of the 328 cotton index in the last week was 15116 yuan / ton, the average price of Zhou Chengjiao decreased by 2.94%, and the total price dropped by 22.62% from the beginning of this week.

The external cotton Cotlook:A index rose slightly by 1.50% over the past week, and has fallen by 20.57% since the beginning of this year.

Our calculation shows that the difference between inside and outside cotton price is about 1884 yuan / ton.

Xin silk: in the future, the company will actively seek diversified development and actively explore new materials, environmental protection, finance and other industries and fields while the main business is still in demand. If there is a suitable opportunity, we will continue to increase production capacity through merger and acquisition and integration with the same industry. At the same time, there will be much room for improvement in the field of printing and dyeing and metalworking. Ningbo Shijie main production power, energy storage battery, with three high-end returnees leading technical team, strong R & D capability, strong competitive power in the market and great room for future breakthrough in capacity bottlenecks. The cocoon silk market has a high reputation in the industry. After the acquisition, the company will play a positive role in promoting and upgrading the main industry. 3) Jia

The price of cocoon silk market is reasonable, and there should be some room for appreciation in the later stage of physical assets.

Industry policy trends and announcements of listed companies

1) ZARA Tmall flagship store today unveiled the same price as the entity store; 2) the Lanting Pavilion set the momentum to go further into the domestic trade and go through the Jingdong to sell the dress Qipao; 3) the "noble bird" issue 800 million corporate bonds approved by the securities and Futures Commission; 4) the seven wolves pushed "Wolf Totem" to the best products to join the Suning trial water "hunger marketing" mode; 5) Ruyi technology terminated the acquisition of Pakistan listed textile company Masood; 6) Lu Tai A Kampuchea production capacity release, thickened four quarter results; 7) de cotton shares initially won the Internet lottery industry for 100 billion yuan cake.

This week's view: the overall fundamentals of industry and the theme of pformational change continue to deepen.

Key recommendations: 1) quality brand clothing company, Hai Lan home, Semir costumes and Pathfinder, etc.; 2) Roley's home textile and fuanna, etc., whose performance has been improved by subdividing the fundamentals of the panel's fundamentals, and 3) have been actively looking for the expected Lanci shares, Jia Linjie, cashmere and Roley home textiles.

Risk warning

Domestic terminal consumption is in the doldrums.

The risk of consumer spending decreases; the fluctuation of external demand affects the risk of exports.