Roley'S Home Textile Performance Plummeted, Home Textiles High Growth Or No Longer

"Tonight is a let.

In the evening of the textile industry researcher, a company with its own fast growth has encountered some problems. The market's expectations have been very low. It is expected that it is still lower than expected. How can we understand the actual situation and what changes will be expected in the future? "

When Luo Lai home textile (002293) (002293) announced the announcement of the change in performance, Wang Wei, the best analyst in clothing and textile industry, 600999, an analyst at micro-blog, wrote such a paragraph.

All along, "home textiles three treasures" - Luo Lai, fuanna (002327) (002327) and Meng Jie home textiles (002397) (002397) have won the favor of the market participants with high growth and good performance. But with the "reversal" of the performance of this year's report, the stock price has plummeted to become the worst hit area. This also gives investors a reminder: in the next time, we need to guard against the possible "landmines" of the textile and textile stocks.

Home textile is high or no longer

In July 11th, Luo Lai home textile announced the announcement of interim results notice, the company adjusted the expected growth 0-30% to 0-30%.

The company said sales growth was less than expected, and the cost growth exceeded revenue growth, and government subsidy income was less than the same period, resulting in a decline in performance.

The announcement of the performance announced that the sale of Luo Lai home textile was on the same day, and the shares of the same company were involved. Meng Jie and fuanna dropped 8.73% and 3.86% in the same time.

A few days later, the decline of the share price did not stop, creating a recent low adjustment.

Since its listing, it has been a stable white horse stock. Its performance has changed the face of the fund, which has undoubtedly made the fund holding shares of the company lie in the market, and its market value has evaporated rapidly.

At present, fuanna and Meng Jie did not issue a notice of performance correction. From the quarterly forecasts of the two companies, the net profit growth rate is 0-30%.

However, some analysts pointed out that in the context of rapid expansion of sales channels in the home textile industry, the difficulties encountered by Luo Lai will not be repeated in other companies.

Guo Du Securities believes that the growth rate of home textile industry will be lower than that of previous years after the early growth of the home textile industry.

The impact of home textiles overcapacity and channel expansion pressure will also slow down the growth of home textile companies.

Men's performance is high.

In July 5th, Hinur (002485) (002485) issued a revised performance notice, which is expected to increase by 0-20% in the first half of the year, after which the company expected to grow by 20-50% over the same period.

The main reason is the increase of personnel wages and other expenses, and the new marketing network terminal is still in the incubation period.

Despite the year-on-year growth in performance, the company's share price performance in the two tier market still fell sharply, and the notice was issued at the end of the day.

As a result of the revised forecast of the men's clothing brand, the result of the revision of A's performance, investors can not help but become nervous. Who will become the next performance "landmine" in the A-share listed companies?

Among men's white horse stocks, seven wolves (002029) and nine herdmen (601566) (601566) increased by a magnitude of 30-50%; the card slave Road (002656) (002656) increased by more than 50%; the reported bird (002154) increased by 30-60%.

CICC pointed out that in the two quarter, the sales of clothing terminals improved slightly in the first quarter compared with the first quarter, and the price increased and released. However, the volume increased and the volatility increased. The growth of income and net profit in the first half was lower than expected.

In the molecular industry, the growth of men's clothing companies is still the most stable.

From this point of view, the above men's white horse shares are unlikely to appear "landmines", and the growth rate of the seven wolves and the nine herd Kings is higher, the inventory and accounts receivable turnover rate has not significantly deteriorated, and the operating cash flow is stable. The increase rate is more reasonable than the brand positioning and the market location, and has been recommended by the broker.

It is worth noting that textile manufacturing companies are facing a negative growth due to lower demand and low price of raw materials, resulting in a higher price in the first half of last year, and a negative growth in semi annual performance. Casual wear companies are facing double extrusion from international brands and e-commerce brands, and there is pressure on channel memory and performance is also lower than expected.

The two sub industry companies or hidden achievements "landmines".

People need to be on guard.