May Focus On The Canton Fair And Brand Clothing In Autumn And Winter Order

< p > industry data: 1) 2014Q1 < a target= "_blank" href= "//www.sjfzxm.com/" > clothing > /a > industrial prosperity index decline, demand is lower than expected.

In the first quarter, the prosperity index of China's clothing industry was 97, down 0.4 points from the fourth quarter of last year.

After a preliminary seasonal adjustment, garment production in the first quarter was 6 billion 900 million, down 3.8% from the same period last year. 2) the market share of 2014Q1 Chinese spun apparel in Japan dropped to 66.38%, and the rate of decline was 1.37 percentage points faster than in previous years.

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< p > listed company data: 1) good news bird: 2013 revenue 2 billion (year-on-year -10.46%), net profit 160 million (year-on-year -66.35%); 2) 100 round pants industry: 2013 revenue 400 million (compared to -8.05%), net profit 30 million (-39.86%).

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< p > this week's viewpoint: May focuses on Canton Fair and < a target= "_blank" href= "//www.sjfzxm.com/" > brand clothing < /a > autumn and winter order meeting.

< a target= "_blank" href= "//www.sjfzxm.com/" > textile > /a > manufacturing block: the recovery of European and American economies, the improvement of exports, the improvement of orders and the continuous reduction of cotton prices between domestic and foreign countries drive the continuation of a weak recovery trend.

Brand clothing section: from the published annual report and quarterly report, home textile and fast fashion industry report adjustment is coming to an end.

It is recommended to focus on Weixing shares, Huafu color spinning, Lu Tai A, Luo Lai home textile (focus on autumn and winter ordering data), search for special, Mei bang a target= "_blank" href= "//www.sjfzxm.com/" > dress < /a >.

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< p > recent data: Canton Fair data, 50 sales data, brand clothing autumn winter order meeting data.

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< p > < strong > stock price performance < /strong > < /p >

< p > last week, the Shanghai Composite Index fell 0.50%, and the textile and garment sector fell by 0.25%, of which the textile sector fell by 0.10% and the clothing sector fell by 0.41%.

Last week, the leading companies in the sector were: a href= "//www.sjfzxm.com/news/index_c.asp" > Huafang textile /a, ST Xinlong, ST Meier, George Bai and YOUNGOR, or 10.42%, 9.14%, 8.59%, 5.54%, 4.55% respectively.

From the beginning of May 2nd to the May 2nd, the Shanghai Composite Index fell 4.24%, and the textile and garment sector fell by 2.42%, of which the decline in textile and clothing sectors were 0.47% and 4.35% respectively.

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< p > < strong > raw material price < /strong > < /p >.

< p > last week, the average price of cotton price 328 index was 17581 yuan / ton per week, the average price of Zhou Chengjiao dropped by 2.64%, and the total price has dropped 10% since the beginning of this week.

The external cotton Cotlook:A index rose 0.98% last week, and has risen 5.82% since the beginning of this year.

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< p > inside and outside cotton price difference: our calculation results show that the price of cotton inside and outside is about 2223.47 yuan / ton, and the price difference is decreasing, reaching the lowest level in two years.

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< p > last week, the price difference between 40S yarn and 328 was 12919 yuan / ton.

The weekly decline of polyester staple fiber, polyester POY, polyester FDY, polyester DTY and viscose staple fiber in chemical fiber products is -0.68%, -4.56%, -0.20%, -0.23% and 0.41% respectively.

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< p > < strong > industry dynamics < /strong > < /p >

< p > 1: Semir: < a href= "//www.sjfzxm.com/news/index_f.asp" > children's wear > /a > business to promote revenue growth. At present, the main selling brand of Barrack Barrack's terminal sales is about 5 billion, and it is expected to maintain more than 20% growth in the next two years.

(2) Roley's home textile brand has increased in autumn and winter.

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< p > < strong > risk warning < /strong > < /p >

< p > domestic terminal consumption is low, the risk of clothing consumption reduction is reduced; the fluctuation of external demand affects the risk of export.

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