Cotton Market First Suppressed And Textile Clothing Enterprises Pick Up

In May 2015,

Enterprises are gradually warming up to seek pformation.

In April, the textile and garment sector: winning the market, the index rose 20.09%, while the Shanghai Composite Index rose 18.51%, and Shanghai and Shenzhen 300 rose 17.25%.

In the Shen Yi class industry, the textile and garment sector rose to eighth place, even with Qi Ping in March.

Retail: according to the statistics of the China National Business Information Center, the sales volume of clothing commodities of hundreds of major retail enterprises in China increased by 2.1% over the same period in April 2015, and the growth rate increased by 1 percentage points over the same period last year.

Import and export: Customs General data show that in April, China's textile and clothing exports totaled about 19 billion 876 million US dollars, a decrease of 16.33% over the same period last year, an increase of 58.19% over the month, and a total of 79 billion 657 million US dollars in textile and apparel exports in the 1-4 months, down 2.72% from the same period last year.

A sharp contrast to the continuous decline of textile and clothing exports is the import of cotton yarn in China. In 2015 1-3, China imported 590 thousand and 600 tons of cotton yarn, an increase of 15.26% over the same period last year.

Cotton prices: domestic cotton spot market prices continued to decline slightly, at the end of the month pactions slightly active, the market is basically stable.

The average monthly price declines compared with March.

The international cotton market will rise first and then rise.

Factors such as lower planting area, lower inventory and better export support provide support for cotton prices. However, India's stock is still relatively large, and global demand is still recovering slowly, resulting in the suppression of cotton prices.

Industry dynamics: Xinjiang has introduced 9 measures and 40 measures to maintain steady growth, support the textile industry to promote employment, Shandong will launch the "Internet + textile and garment" action, and over 40 famous brands in 2017; the 117th Canton Fair impression: textile and clothing orders pfer to Southeast Asia is obvious; in the first quarter of 2015, the main economic indicators of printing and dyeing industry increased steadily.

Important announcement: in the case of its 110 million yuan in its own capital, the company has increased its capital to Roy minister, and the company has a 20% stake in the target company after the capital increase is completed.

YOUNGOR intends to increase its total investment of HK $2 billion by its own funds to the wholly owned subsidiary of New Zealand, an indirect holding company.

After the completion of the capital increase, the registered capital of Singapore and Malaysia will be changed to HK $2 billion 939 million 712 thousand and 102.

Kim Fei Da intends to buy 100% stake in OTCA, paying a total paction price of 2 billion 650 million yuan, of which 397 million 500 thousand yuan is paid in cash and the remaining part is 2 billion 252 million 500 thousand yuan in the form of issuing shares.

Roley Roley, a wholly owned subsidiary of the home textile company, plans to use its own capital of 200 million yuan to establish an industrial investment fund with Yuhua.

The birds of fortune, a wholly owned subsidiary of the company, intends to invest in the establishment of a small fish economy. The investment company has invested 55 million yuan and has a 10% stake in small fish and gold clothing.

Investment strategy: after more than two years of adjustment, enterprises of textile and garment sector are gradually warming up and actively pforming.

The enterprises in textile manufacturing sector are relatively weak, and there are more enterprises with main performance losses, and backdoor mergers and acquisitions become the main way out.

The differentiation of garment textile plate is more obvious. With the further acceleration of industry integration and the rising trend of industry bottom up, leading enterprises will benefit first.

We are optimistic about the future development of enterprises with stable performance, such as children's wear.

The Pathfinder of clothing and outdoor products industry and the layout of sports industry.

YOUNGOR, which has a large health industry, and a leading enterprise with low valuation.

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