Golden Week Textile And Clothing Consumption Market Is Stable And Prosperous.

Here world

Xiaobian of the network to introduce the textile and clothing weekly: Golden Week consumer market stability and prosperity, apparel retail growth.

A week's main review: 1, industry view: the National Bureau of Statistics announced the PMI index in September, a flat 51.1% last month, indicating that China's manufacturing industry continued to grow.

2, according to the Ministry of Commerce, the national consumer market is stable and prosperous in the eleven golden week this year. Sales volume of retail and catering enterprises is about 97 million 500 thousand yuan, an increase of 12% over the same period last year.

3, the new wealth voting season is coming. We summed up our research results in this year, understood the industry investment trend, and explored the potential investment potential: put forward the new trend of consumption, insight into the prosperity of mother and baby market, put forward that the cross border pformation is the main line of investment in the second half of the year and comb the target; recommend the Hai Lan family, which conforms to the new consumption trend, respond to the China group, which calls for the development of the sports industry, and promote the channel pformation and cross border pformation of the home textiles, and strive to build the Semir group and the state-owned enterprise reform printing and dyeing leading textile company.

Industry and company tracking: 1, Luo Lai

Tracking: the company intends to set up a wholly owned subsidiary, "Nantong Luo Lai Business Consulting Co., Ltd." at 100 million yuan, which covers investment information consulting, project investment and management, home textiles and other production and sales.

We sent the report up to buy in September 15th.

2. Tracking shares: the company announced the ESOP in 2014, and the total number of employees is not more than 130. The source of funds is self financing of employees no more than 27 million 990 thousand yuan and controlling shareholders' interest free loans. The number of stocks is not more than 9 million 330 thousand shares, accounting for about 4.67% of the total share capital of the company.

3, Mei Bang clothing tracking: (1) in September 29th, the company was informed that the CBRC agreed to build the Shanghai Huarui bank, and agreed that the Limited by Share Ltd of Shanghai Jun Yao (Group) Limited by Share Ltd subscribe for the 30% promoters of the bank. The US state clothing has subscribed 15% of the bank's promoters; (2) in September 26th and 29th, the company's shareholders' investment in Chinese clothing was two times, each holding 50 million 550 thousand shares, accounting for 5% of the total share capital of the company.

4, YOUNGOR tracking: a wholly owned subsidiary, YOUNGOR real estate purchased 50% of its wholly owned subsidiary, Yao Jing property, at a price of 370 million yuan, and invested 50% yuan in 1-8 yuan in 2014, with a net profit of -818 million yuan. The wholly-owned company, North City home, sold nine shares of Liuyu 1 shares (corresponding 50% shares) and 50% shareholder loans (book value 82 million 500 thousand dollars and 82 million 500 thousand HK dollars) to nine dragon warehouse at 370 million yuan price.

5, Tak cotton share tracking: the company intends to acquire 100% stake in Beijing hehe Yongxing science and technology limited company by 27 million yuan. The company is committed to paperless lottery business, signed a cooperation agreement with Baidu lotto, Beijing Hua Cai win Tong, Bao CAI and other companies, and established a strategic cooperative relationship. It has been officially authorized by the Heilongjiang lottery sales without paper lottery. The future development will be developed to the comprehensive lottery service enterprise, with 940 thousand yuan in 14 years and 1-7 yuan in net income in May 2013, with a net income of 30 thousand yuan and a -9.8 profit of 13 yuan.

Last week, the textile and garment sector was stronger than the market.

Textile and apparel index rose 1.96% last week, up 0.71% from the Shen Wan A index.

Among them, the textile manufacturing index rose 1.68%, Shen Wan A index rose 0.43%; clothing home textile index rose 2.23%, relative to Shen Wan A index rose 0.98%.

Our view: this year we recommend Hai Lan home, Jihua Group, Huafang, Semir dress and Luo Lai home textile.

Hua group is the target of the reform of the central enterprises, and its performance is stable. The "10 years and 35 inter China destination projects" are clear in terms of the direction of the pformation industry, the land reserve is sufficient and the value is underestimated, the Semir clothing performance has been stabilized, the children's clothing business has maintained a high growth rate, the first step has been taken to build the children's clothing industry chain, the bottom line of the children's related industry chain has been built, the development of multi brand brands on line and line has been promoted, the channel pformation has been pushed forward, the consulting company has been widening the company's business channel, the major shareholder has continuously increased its holdings at 20 yuan, and the estimated 20 yuan is the bottom interval, and the upward opportunity is greater than the downside risk. Hai Lan's home is in line with the trend of consumption returning to rationality. Household registration reform will provide larger market, model innovation and excellent management, so as to create "UNIQLO + seabed fishing" in garment industry.

LINPURE, O2O mode creates "big home textiles", and actively promotes digital construction in pformation.

In addition, we combed the textile and clothing standards of Shanghai and Hong Kong, including the Shanghai Stock Exchange 180 constituent stocks of China group, Shanghai Jahwa, YOUNGOR and Shanghai Stock Exchange 380 shares of the sea LAN home, AOKANG international, nine Mu Wang, can focus on.