The Textile Sector Responded Most Quickly In The Big A Counterattack.

< p > "benefit from the good sales of winter clothing and other factors, there is a wave of rebound in the textile and garment sector. Based on the top-down logic sector concern continues to heat up, we believe that with the gradual clarity of the annual report, short-term stock prices will focus on performance expectations volatility. An industry analyst said, "we expect the industry's overall revenue growth will continue to slow in the first half of next year, and the quality of short-term profits will still be difficult to improve. Sales in the second half of next year are expected to improve in the first half of the year. Channel a href= "//www.sjfzxm.com/news/list.aspx ClassID=101112107101" > inventory pressure < /a > is expected to gradually ease. < /p >
< p > < strong > industry monthly increase is 29 months high, < /strong > < /p >
< p > by the end of December 24th, the Shanghai Composite Index rose 9.04% in the month, the biggest increase since November 2010, that is, the 26 month high of the Shanghai stock market. "Strong market without weak shares", the 23 Shenyang class industries all closed in December, and the industry that won the market was 16, accounting for nearly 70%. Among them, the textile and clothing index closed 1451.75 points, a 11.72% decline in the month, the highest point in the intraday to 1456.33 points, the plate rose in August 2010, the 29 month high. < /p >
< p > I noticed that the textile and clothing index finally won the market in the last month of 2012 and successfully terminated the lunar line. Data show that the textile and clothing index experienced a reluctance of 0.17% in May this year, and the index dropped 5.62% in June. In July, it continued to fall, and the decline was enlarged to 8.28%. In August, September and October, the index continued to gain shade, and the monthly decline was 3.94%, 2.05%, 1.57%, respectively. The narrowing trend was narrowed. < /p >
< p > according to the latest statistics of Wind information, the Shen Wan home textile industry index rose by 23.26% in December, which is the most prominent sub sector in the textile and garment industry; the four sub plates of Shen Wan silk, women's wear, men's wear and shoes and hats followed closely, and the monthly growth rates were 15.14%, 15.12%, 14.52% and 13.74% respectively. The monthly growth rate of garments, textile and clothing equipment and casual wear increased by more than 12%, while cotton spinning, accessories, textile manufacturing, < a href= "//www.sjfzxm.com/news/list.aspx ClassID=101112107108" > printing and dyeing < /a > and other sub plates rose by more than 10%. < /p >
< p > < strong > > 60% strong return of textile stocks < /strong > < /p >
< p > detailed data show that of the 84 stocks of comparable textiles and garments, 81 have achieved homeopathic gains, and 51 of them have won 9.04% of the big gains, accounting for 60.71%. The two stocks of black peony and Maison culture keep abreast of each other. Since December, they have won the top and second runner up positions respectively by 39.08% and 34.49%. < /p >
After the P rise, the valuation levels of each sub sector returned rapidly. As of December 24th, excluding the negative valuation, the dynamic price earnings ratio of the textile and garment industry was 17.74 times, while the average value of the plate was 15.71 times at the end of November. < /p >
< p > in the stocks, the joint venture share of cotton textile industry (increased by 9.07% in December) was 9.84 times the latest dynamic price earnings ratio as of December 24th, and it was the only stock less than 10 times of the textile and garment industry. Hang min shares, YOUNGOR, Smith Barney apparel, A and other stocks, the latest price earnings ratio is less than 11 times, with higher valuation space. < /p >
< p > < strong > half of the textile stocks in the additional warehouse is < /strong > /p >
< p > December, more than half of the stocks in the textile and garment sector had net capital inflow. Among them, 17 stocks had a net inflow rate of more than 2%, and the volume inflow rate of China Textile shares was 10.04%, ranking first in the sector; followed by Chinese clothing, the inflow rate was 9.89%; YOUNGOR ranked third, and the inflow rate was 8.37%. Two shares of Jinying group and S spinning machine have reached 7.65% and 6.81% respectively since December. They are among the top 5 of institutional pet list. < /p >
< p > the company entered the a href= "//www.sjfzxm.com/news/list.aspx? ClassID=101112107105" > textile and garment sector < /a > first in December with a 10.04% inflow rate. The area is actively buying large single amount of 54 million 746 thousand and 600 yuan, passive selling large single amount of 6 million 305 thousand and 500 yuan, the interval initiative to buy a large single amount of 67 million 644 thousand yuan, the initiative to sell a large amount of 52 million 620 thousand and 400 yuan. The stock has gained 7.12% since December, with an average daily turnover of 13 million 894 thousand and 400 shares, compared with 275.27% in November. < /p >
< p > the company announced in December 1, 2012 that the shareholders' meeting agreed that the company intends to absorb and merge the whole company's Tianhong thermoelectric company at the price of 3 million 500 thousand yuan. Merging the Tianhong thermoelectricity through the overall absorption and merger is beneficial for the company to concentrate production resources and optimize the internal management structure and reduce the management cost. < /p >
< p > the company entered the second place of textile and garment market in December with a 9.89% inflow rate. The active purchase of a large single sum of 1 million 1 thousand and 900 yuan, the passive selling of a large single sum of 1 million 218 thousand and 100 yuan, the active purchase of a large single amount of 13 million 706 thousand and 200 yuan, the initiative to sell a large single amount of 3 million 881 thousand and 300 yuan. The stock has gained 12.46% since December, with an average daily turnover of 2 million 152 thousand and 700 shares, compared with 152.29% in November. In December 10th, China's clothing industry is planning a major asset restructuring and has been suspended since December 10, 2012. < /p >
< p > the company has promised to stop trading for no more than 30 natural days. That is to say, it will disclose major asset reorganization information before January 9, 2013. It is committed to no longer planning major asset reorganization within 3 months after the resumption of the transaction. In December 17th, it was announced again that the related work of reorganization is being actively promoted, and the suspension will continue. The author finds that Chinese clothing is in a loss, and we can wait and see whether we can achieve profitability through this asset restructuring. < /p >
< p > the company entered the third place of textile and garment market in December with a 8.37% inflow rate. The area is actively buying large single amount of 63 million 156 thousand and 500 yuan, passive selling large single amount of 9 million 546 thousand and 600 yuan, the interval initiative to buy a large single amount of 98 million 590 thousand yuan, the initiative to sell a large amount of 100 million 266 thousand and 200 yuan. The stock has gained 12.10% since December, with an average daily turnover of 8 million 96 thousand and 200 shares, compared with 66.23% in November. < /p >
< p > the biggest bright spot of the company is the December 8, 2012 announcement, < a href= "//www.sjfzxm.com/news/list.aspx ClassID=101112107107" > shareholders' meeting < /a > agreeing to subscribe for 3 billion yuan to subscribe to the 30% share of the National League fund. The fund and the national social security and Baoshan Iron and Steel Group jointly invest in the West three line project of PetroChina. The project is a national key project approved by the State Council, and the target market is 11 provinces and municipalities such as Henan, Guangdong and Shanghai. This investment is conducive to the transformation of the company's investment business to industrial investment, achieving stable and long-term benefits. YOUNGOR seize this opportunity to take the lead in participating, which is conducive to enhancing the valuation level of the company. < /p >