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Textile And Apparel: The Market Has Entered The Adjustment Stage &Nbsp; Textile And Clothing Are Difficult To Be Independent.

2010/9/24 16:23:00 58

Plate trend

Summary: this week textile and apparel went out of the pattern of high and low prices.

In the first two trading days, the industry index continued the strong trend in the early stage, both of which closed the line and hit a new high since the beginning of July, only 60 points higher than the previous 3325.

However, due to the impact of interest rate expectations, bank capital adequacy ratio and the ABC breakage, the domestic A share market has dropped sharply.

Textile and clothing are also hard to get out of the independent market and enter the adjustment stage.

At the end of the fourth week of the textile and clothing week, the closing time was 1.37%, while the Shanghai and Shenzhen 300 fell by 2.43%.

Textile and clothing

The performance is still better than the Shanghai and Shenzhen 300 index.

Industry macro

Information pulse:

1) CPI rose by 3.5% in August, and the market will remain stable at 2 in the future.

1) e-commerce blue book released textile and apparel ranked first in 2) new cotton market is coming soon, cotton price index is broken for another 10 years.

1) Changshan shares intends to issue 900 million yuan of financing coupons to adjust part of the proceeds of investment projects progress 2) three times in 1 hours, 70 million yuan, three for Fung bamboo textile 3) high pfer to the concept stocks: cashmere industry, 4 Huaxi Village), YOUNGOR 253 million yuan to participate in Fukuda car issuance 5, the number of explorer shops increased, annual profit growth exceeds 50%6) and the organization "hunting" seven wolves.

Next week's investment perspective:

1) growth analysis - pay attention to the profit level of stocks: seven wolves (002029) and American bond (002269)

2) pay attention to the stocks that have benefited from rising cotton prices: Xinhua Jin (600735)

3) pay attention to the hype of the concept stocks such as high delivery, restructuring and so on: Feng Bamboo Textile (600493), the silver cashmere industry (000982), Huaxi Village (000936)