Seeking Diversified Investment Ideas Under The Pressure Of Textile And Clothing

Investment points: 1, provide good opportunities for long-term layout. Despite the pressure of domestic economic growth and slowing down the growth of total retail sales of consumer goods, the growth rate of domestic related consumer goods will remain good in the medium to long term. The decline in the valuation level caused by the growth rate will provide us with a good opportunity to invest in the consumer goods industry in the medium and long term. 2, the overall export will continue to be low and pay attention to the formation of the bottom area. Export data has been declining since the second half of 2008, mainly due to the increase in export costs and the slowdown in overseas demand. Since 09, 1-2, the export growth rate has dropped more rapidly, and has seen negative growth for two months. We expect that the export growth rate in 09 years will drop 20%-30%, and the low point will be around three and fourth quarter. 3. Pay attention to the investment opportunities brought by the increase in tax rebates. The textile and garment industry as an industry with high dependence on exports has been affected by the overseas economic and financial crisis, and the growth rate of the whole industry has declined significantly. However, as a traditional labor-intensive industry, it is bound to give preferential treatment and subsidies under the environment of national employment protection and growth promotion. Tax rebate is the most direct and convenient way to write pen. Therefore, the textile export tax rebate will still maintain a slight upward or one-time increase. 4, as the whole industry downgrades, it is difficult to apply traditional top-down stock selection ideas. But we should still see that investment opportunities still exist. The main investment ideas are: under the downturn of the industry, there will be varieties of low PE and PB after the related varieties are slumping; and the enterprises with relatively stable performance and high dividends will be provided; enterprises with diversified competitive industries and industries with competitive advantages will be provided; Our main investment types are Weixing stock, Lu Tai A, and American Apparel. More shoes and hat investment information, click here to enter the responsibility editor: Wang Xiaonan