Textile And Clothing Industry: Concerned About The Theme Investment Of The Two Sessions

The General Administration of Customs announced on March 8th, February, China

Total value of 1 trillion and 700 billion yuan, an increase of 11.3%.

Among them, exports amounted to 1 trillion and 40 billion yuan, an increase of 48.9%, imports of 666 billion 100 million yuan, a decrease of 20.1%, trade surplus of 370 billion 500 million yuan, and a deficit of 137 billion 300 million yuan in the same period last year.

In the first 2 months of 2015, the total value of China's imports and exports was 3 trillion and 790 billion yuan, down 2% from the same period last year.

Among them, exports were 2 trillion and 260 billion yuan, an increase of 15.3%; imports of 1 trillion and 530 billion yuan, a decrease of 19.9%;

The surplus is 737 billion 400 million yuan, 11.6 times more.

In the first 2 months, clothing exports were 178 billion 200 million yuan, an increase of 17.9%; textiles 110 billion 900 million yuan, an increase of 23.1%; footwear 63 billion 10 million yuan, an increase of 17%; the two sessions in 2015 will be held in March 3rd and will end in March 15th.

It is suggested to pay attention to relevant themes of the two sessions: (1) reform of state-owned enterprises: the two sessions decided to promote relevant reforms, including promoting reform in a classified way, speeding up pilot projects of state-owned capital investment companies and operating companies, reforming state-owned enterprises' mixed ownership system, speeding up the structural reform of electric power, oil and gas, and reforming and strengthening the incentive and restraint mechanism of managers, so as to prevent the loss of state-owned assets and effectively improve the operational efficiency of state-owned enterprises.

Textile and garment sector related targets include: Shenda shares, leading shares, and China group; (2) one area along the way: combine the "one belt and one road" construction with regional development and opening up, promote the coordinated development of Beijing, Tianjin and Hebei, promote the construction of the Yangtze River Economic Belt, and guide the industry to shift from east to west.

We should strengthen the construction of key development zones in the central and western regions.

Textile and clothing related targets include: Changshan shares, Tianshan textile, Lu Tai A, Huafu color spinning. (3) Internet consumption and other consumer themes: accelerate the growth of consumption growth points, including pension, household health, consumption, information consumption, tourism and leisure consumption, green consumption, educational culture and sports consumption, O2O consumption.

In particular, there is huge room for the development of health care, sports consumption, tourism and leisure and O2O.

The related items of textile and clothing include: sports consumption (noble birds, Xun Xing shares, Pathfinder); O2O (American bond clothing, Luo Lai home textiles, Pathfinder); tourism and leisure consumption (Pathfinder); pension home consumption (Jiangsu broad-minded); educational stylistic consumption (Jiaxin silk, Xun Xing shares).

News of industry companies.

Giordano's net profit fell sharply by 38% in 2014.

In the 2014 fiscal year, sales in Greater China increased by 10%; foreign department stores went to China for 38 years; Reebok PUMP pformation returned.

Lu Tai Zi Lu Tai (Hongkong) intends to invest in the construction of "Lu Tai (Vietnam) Co., Ltd." in Vietnam to invest in the construction of 60 thousand spindles spinning and an annual output of 30 million Beige weaving fabric production line, with a total investment of 150 million dollars. The annual income of Hai LAN home has increased by 72.56% over the same period, the net profit has increased by 75.83% compared with the previous year, 885 million shares of restricted shares sold on the 13 day of the month of 3, and the net profit of the hundred round pants industry's equity incentive bill in the next three years is not less than 86.63%; the initial application of YOUNGOR's joint-stock company's startups is cancelled, and the YOUNGOR health industry fund will be invested by 1 billion yuan; the annual income of the shares of the shares is increased by 30.56%%, and the net profit has been increased by more than one year, and the net profit has been increased year by year, so that the shares of the shares will be circulated in March 11th.

Industry data summary.

328 grade cotton spot 13478 yuan / ton (0.22%); American cotton CotlookA 69.85 cents / pound (-2.31%); viscose staple fiber 11370 yuan / ton (0.18%); polyester staple fiber 7432 yuan / ton (1.90%); long staple cotton 27400 yuan / ton (0.37%); inside and outside cotton price difference -71 yuan / ton (-65.02%).