In November, The Textile Sector'S Stock Market Rose More Than 80%, And Concentrated On Two Or Three Line Enterprises.

November

In November 30th, the market closed down in November, and the performance of textile and apparel listed companies in the two tier market was commendable. The rising stock market was not a famous enterprise, but a two or three line enterprise.

However, in recent months at the end of the month, the main body led by the fund has taken special care of the textile and apparel stocks, and many research institutes have maintained the "stronger than the big city" rating of the textile and garment industry.

It is not hard to imagine that agencies will continue to increase their holdings or set off a wave of cross year quotes. In December, the market of textile and garment sector is even more unexpected.

38 textile stocks outperform the big market

Transaction volume is foreshadowed for pactions in December.

Great wisdom data show that as of November 29th closing, the Shanghai Composite Index fell 2.26% in November, while the textile and apparel index fell 1.29% during the same period, that is, the two tier market of textile and apparel listed companies outperformed the overall market.

In October, the market rose 4.62%, while the textile and apparel index rose 5.5% during the same period.

That is to say, the listed companies of textile and clothing continue to interpret the spirit of "rising time and falling down" when they are in the two tier market.

According to the latest statistics from WIND, 27 of the 69 textile and apparel stocks that could be traded in November were up against the market, accounting for 39.13% and nearly 40%.

Another 11 stocks fell, but the decline was lower than the market.

In this way, a total of 38 textile and apparel listed companies accounted for 55.07% of the stock in the two tier market to win the market.

The total market value of the 69 stocks ended at the end of November 29th was 344 billion 211 million yuan. Compared with the 348 billion 270 million yuan at the end of October, the total market value of the stock was evaporated by 4 billion 59 million yuan, with a shrinkage of 1.17%.

The market value of circulation also decreased from 215 billion 620 million yuan at the end of October to 214 billion 865 million yuan, shrinking by 0.35%.

It is worth noting that the textile and garment sector achieved a peg at the same time in November.

Data show that 69 stocks in November average daily turnover of 230 million 69 thousand and 400 shares, compared with 218 million 100 thousand shares in October, the volume of 11 million 969 thousand and 500 shares, the volume of 5.49%.

Volume first, paction volume for textile and apparel stocks in December pactions foreshadowed.

Institutional care plus

80.34% of the fund plus textile and apparel stocks.

At the same time, textile and apparel stocks received special attention from the main body led by the fund at the end of November.

Detailed data show that YOUNGOR and Hinur rose 4.46% and 9% respectively against the market in November, and the net inflow of 62 million 385 thousand and 400 yuan and 55 million 611 thousand and 800 yuan in the same period.

According to the latest measurement data from the people's livelihood securities fund research center, more than half of the funds last week took the initiative to increase their positions, and the industry with the largest increase in average intensity was the textile and garment industry.

From the number of funds added, last week, 80.34% of the fund was added to the textile and garment industry.

Today, investment and Finance Information Co. Ltd. has found statistics on the "highest level of institutional concern". In the past week, 21 organizations concerned about textiles and clothing industry, an increase of 11 from last week, ranking second in the institutional attention list.

Many research institutes maintain the textile and apparel industry's "stronger than big city" rating.

"In 2012, we entered a downward cycle of inflation and economic growth. The company with brand premium capability is expected to pass through the cycle and continue to raise its price on the premise of volume increase.

Men's clothing industry has the strongest brand premium.

The rise of domestic demand for local brand clothing enterprises has won the growth of time and space, and has gained a relatively relaxed environment to devote to brand and channel development.

Some analysts said.

Guang Fa securities analyst Lin Hai also believes that the rise of domestic demand to local enterprises provides long-term growth space, while inflation and economic slowdown are short-term environmental concerns.

In the medium and long term, the high growth of domestic brand clothing enterprises continues, but the systemic risks faced by short-term domestic macro economy are different for different stages of development.

Success is not necessarily celebrated.

Most of the rising stocks in the adverse market are in the middle and lower reaches.

According to observation, the textile and apparel stocks in November were "not necessarily famous", but the stock prices of famous brands such as "red bean", Meng Jie home textiles, Shanghai San Mao, seven wolves, good news birds and so on were weak.

And the textile and apparel stocks that rose against the market were over 80% of the two or three line enterprises. The market value and profit scale were mostly in the middle and lower reaches.

BOC cashmere industry: expansion of the whole industry chain advantage

From the scale of market value, as of November 29th, the total market capitalization was 4 billion 309 million yuan, ranking twenty-second in the industry, with a circulation market value of 3 billion 860 million yuan, ranking eleventh.

The stock's main revenue is 1 billion 316 million yuan, the industry ranks sixteenth, net profit is 125 million yuan, and the industry ranks ninth.

The company is a typical two or three line textile and garment enterprise.

But it is worth noting that the company's stock rose 15.50% in November, ranking first in the list of textile and apparel stocks, with a cumulative turnover of 27.75% and active trading, with an average daily turnover of 6 million 579 thousand and 900 shares, a margin of 76.94% in October.

Three Quarterly Bulletin revealed that sales of yarn and cashmere products increased over the previous year, and sales prices increased year-on-year, increasing the current operating revenue and profits. The net profit of 2011 was 150 million to 166 million yuan, up 95.39% to 116.23% over the same period last year.

Some analysts believe that with the help of the capital market, the advantage of the cashmere cashmere industry chain is gradually improving and expanding, and has gained influential international brands and mature European sales network through overseas mergers and acquisitions.

If the 10 match 3 plan is successful, it will play a positive role in improving the company's performance and further improving the industrial chain, and will also provide strong support for the development of the brand influence of Future Ltd cashmere products.

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Jiaxin silk: scale production to boost performance

From the scale of market value, as of November 29th, the stock's total market capitalization was 2 billion 291 million yuan, ranking forty-sixth in the industry, with a circulation market value of 941 million yuan, ranking sixty-third.

The stock's main revenue is 1 billion 242 million yuan, the industry ranks seventeenth, net profit is 63 million yuan, and the industry ranks sixteenth.

The company is also a typical two or three line textile and garment enterprise.

The company's stock rose 14.38% in November, ranking second in the textile and apparel sector, and the cumulative turnover rate of 64.4%. The trading volume was very active, with an average daily turnover of 2 million 188 thousand and 200 shares, a margin of 378.03% in October.

The three quarterly report revealed that, through large-scale production, energy saving and improvement of production and management level, the company's performance is expected to continue to grow steadily in 2011, and the net profit attributable to the shareholders of listed companies is 10% to 30% over the same period of the previous year.

Hinur: benefit from sales revenue growth

From the scale of market value, as of November 29th, the stock's total market capitalization was 4 billion 748 million yuan, ranking twentieth in the industry, with a circulation market value of 1 billion 490 million yuan, ranking forty-seventh.

The stock's main revenue is 751 million yuan, the industry ranks twenty-eighth, net profit is 94 million yuan, and the industry ranks twelfth.

The company's stock rose 9% in November, ranking third in the textile and apparel sector, with a cumulative turnover of 27.94% and active trading, with an average daily turnover of 834 thousand and 900 shares, a margin of 20.18% in October.

Three quarterly reports revealed that the net profit attributable to shareholders of listed companies increased by 20% to 50% over the same period last year, due to the impact of sales revenue growth in 2011.

Zhonghe shares: net profit margin is less than 20%.

From the scale of market value, as of November 29th, the stock's total market capitalization was 2 billion 158 million yuan, ranking forty-ninth in the industry, with a circulation market value of 1 billion 458 million yuan, ranking fifty-second.

The stock's main revenue is 904 million yuan, the industry ranks twenty-fourth, net profit is 53 million yuan, and the industry ranks eighteenth.

The company's stock rose 8.71% in November, ranking fourth in the textile and apparel sector, with a total turnover of 18.52%, active trading, and 2 million 238 thousand and 900 daily turnover, which is 7.65% higher than that in October.

Three quarterly reports revealed that the net profit in 2011 was less than 20% in the year to year, due to uncertainties in domestic and international economic situation and raw material prices.

Lukang Technology: low cost expansion to increase market share

From the scale of market value, as of November 29th, the stock's total market capitalization was 2 billion 639 million yuan, ranking fortieth in the industry, and its circulation market value was 660 million yuan, ranking sixty-seventh.

The stock's main revenue is 1 billion 441 million yuan, the industry ranks fifteenth, net profit is 91 million yuan, and the industry ranks thirteenth.

The company's stock rose 8.45% in November, ranking fifth in the textile and apparel sector, with a total turnover of 211.23%. The trading volume was very active, with an average daily turnover of 5 million 331 thousand shares, a margin of 150.76% in October.

In the next 2~3 years (2011), the company will, according to its business development strategy, focus on core business, adopt a low-cost expansion method in a timely and safe manner, and acquire or annex professional manufacturers with a certain strength in the same industry or related industries in order to increase production scale and market share.