Direct Subsidy Policy Pilot Clothing And Textile Recommendation 6 Shares

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< p > from the whole, it is better than < a target= "_blank" href= "//www.sjfzxm.com/" > clothing < /a > a target= "_blank" href= "_blank" > clothing > enterprise growth rate, indicating that the upper reaches of the "zero", "textile" and "textile enterprises" are better than the downstream garment enterprises, and there are also reasons for the rise of overseas orders.

The main business income of clothing and apparel enterprises was 10.98% year-on-year, and the total operating profit was 10.99% year-on-year, 13 years more stable.

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< p > market trend in January, the Shanghai Composite Index (2044.50,11.410,0.56%) fell 3.92%, the Shanghai and Shenzhen 300 (2212.48,10.030,0.46%) index fell 5.48%, the Shen Wan textile and garment industry fell 0.81%, the Shen Wan textile manufacturing industry index fell 0.27%, and the Shen Wan clothing textile industry index fell 1.37%.

By the end of 1, the valuation of textile and garment industry was 24.02 times, the value of textile manufacturing industry was 36.64 times, and the value of apparel textile industry was 19.08 times.

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< p > investment strategy. In January, some of the funds were diverted from the IPO, and the textile and garment industry also fell slightly.

In February, we will enter the announcement period of performance forecasts. From the industry data, the possibility of a large over expected company in the industry will not be too great, so we still need to be cautious in the whole.

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The good policy of < p > textile manufacturing industry is to start a pilot project in a straight way: in 2014, the Central Document No. 1 put forward the pilot work of "target price subsidy" for cotton in Xinjiang for the first time.

The market is expected to implement direct subsidy to cotton farmers in Xinjiang as a pilot area in the 2014/2015 cotton season, and the specific form of direct subsidy has yet to be determined.

Although the timetable for promotion is not clear, direct replacement instead of purchasing and storage is a relatively determined policy. The stability of cotton prices will further benefit the cotton enterprises to expand profits. We recommend Lu Tai A (10.10,0.200,2.02%), Huafu color spinning (4.34,0.030,0.70%) and Baron East (9.80,0.100,1.03%).

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< p > the sales data of garment home textile industry show that the growth rate of men's clothing and < a target= "_blank" href= "//www.sjfzxm.com/" > shoes < /a > are at the bottom of the valley, and the home textile companies are likely to grow steadily and other sub sectors will be differentiated.

After the Spring Festival is the off-season sales, the terminal will be discounted for the main clearance. We propose to remain steady, pay attention to the performance forecast and the 14 year order meeting, recommend the 15.40,0.150,0.98%, the Internet strategy better Explorer (19.78,0.220,1.12%), and keep a long-term view of the 8.57,0.220,2.63%, which has been put into operation in 14 years.

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