The Survival Of The Fittest In China's Textile Export Enterprises Will Be Further Deepened.

The Ministry of industry and policy of the Ministry of industry and Commerce issued a notice on the website that the relevant export enterprises should be reminded to improve the eco textile standards and adjust their own technical equipment according to the relevant circumstances so as to avoid losses. Website information shows that the International Environmental Protection Textile Association recently released the latest version of OEKO-TEXStandard100 (Ecology). Spin Product standard 100) requirements for testing standards and limit values for hazardous substances inspection of textiles will be effective from April 1st this year.

Affected by this news, textile clothing Recently, the market performance of the plate is very eye-catching, the plate rose 0.59% yesterday, winning the Shanghai Composite Index 1.84 percentage points. Market analysts believe that after the world's developed countries further enhance the eco textile standards, China's textile export enterprises will further deepen the survival of the fittest, leading enterprises will usher in new opportunities.

According to data from the market research center, 44 of the 80 stocks listed on the textile and apparel sector have accounted for 55% of the total number of stocks. Among them, Kaiser shares (002425, stock bar), Meng Jie home textiles (002397, stock bar) and Dayang creation (600233, stock bar) and other 3 stocks are trading on limits. The rest of the stocks that rose earlier are 100 circle trousers industry (002640, stock bar) (6.10%), mebang dress (002269, stock bar) (5.43%), ST Xinlong (5.02%), ST Maier (4.95%) and public shares (002070, stock bar) and so on.

It is worth noting that recently, 25 textile stocks have been favored by institutional funds, with a total net capital inflow of 66 million 386 thousand and 600 yuan. Among them, there are 5 stocks with large net capital inflow exceeding 5 million yuan, totaling 30 million 165 thousand and 900 yuan. They are Kaiser shares (7 million 923 thousand and 700 yuan), Hinur (002485, stock bar) (5 million 974 thousand and 600 yuan), Huasheng share (600156, stock bar) (5 million 599 thousand and 300 yuan), Golden Eagle share (600232, stock bar) (5 million 447 thousand and 100 yuan) and AOKANG International (603001, stock bar) (5 million 221 thousand and 100 yuan).

Kaiser shares were typical, and the stock yesterday's trading limit, while the largest net capital inflow was 7 million 923 thousand and 700 yuan. The company's annual report shows that as of the end of 2012, the total number of company outlets was 457, a net increase of 26, of which 43 were self operated shops, with a net increase of 10. In November 2012, the company was designated by the Ministry of industry and information technology as the "independent brand enterprise of clothing and home textiles, which is focused on tracking and cultivating" (a total of 111 garments nationwide). Home textiles Independent brand enterprises.

Oeko-TexStandard100 (ECO textile standard 100) was developed by the Austria Textile Research Institute of the international environmental textile association and the Haines Institute of Germany in 1992. According to the end use of the product, the product is divided into four grades: infant, direct contact with skin, not directly contact with skin and decoration. Its standard has an important influence in the developed countries of Europe and America.

Guoxin Securities believes that 2012 is the worst time for the textile manufacturing sector. The leading companies in the industry are expected to further improve their concentration in the adjustment process. The second quarter and the third quarter of 2013 will usher in the turning point of their performance. Therefore, it is suggested that investors should pay close attention to related leading companies in the near future, including Huafu color spinning (002042, stock bar), Baron East (601339, stock bar), Lu Tai A and Weixing stock (002003, stock bar).

Haitong Securities (600837, stock bar) believes that the textile manufacturing sector is more attractive than the brand clothing sector. It is recommended to pay attention to the A (cotton spinning head), the Huafu color spinning, the Bailong Orient (color spinning duopoly) and the 2012 annual report, which are more beautiful in Xingyi Technology (002674, stock bar).

Orient Securities believes that up to now, there is no obvious sign of revival of domestic brand clothing retail terminals. The key companies that have finished or are in progress are expected to have a lot of pressure in autumn and winter in 2013. The trend of export warming is basically established, but the pace of recovery still needs to be confirmed. Maintaining a cautious attitude towards the industry and improving the fundamentals will take more time. In the future, brand equity investment opportunities will come from the value recovery after overfall. The investment opportunities of manufacturing leading companies will come from the double rise of income and profitability. The key recommendation of Shanghai's Jahwa (600315, stock bar), seven wolves, Pathfinder, card slave Road (002656, stock bar), search for special (002503, stock bar) and other growth companies with relatively clear growth will be concerned about the large colored spinning manufacturing enterprises with great elasticity.