The Cross Border Business Of Textile And Apparel Will Usher In "Spring"

China's manufacturing industry is still expanding at the end of 2016.

The National Bureau of statistics dropped 0.3 percentage points to 51.4 in 12, PMI2016, and remained in the expansion area for the second time in 2016.

The PMI index shows that manufacturing is still expanding at the end of the year.

The RMB exchange rate rose significantly on Friday, but the expectation of depreciation still exists.

Last Friday, the central parity of RMB rose to 639 basis points against the US dollar, the biggest increase since July 2005.

But on the same day, the offshore RMB fell below the 6.93 and 6.84 levels, and the renminbi was in the bilateral concussion. The market generally believed that the devaluation of the renminbi was not reversed.

7 Chinese companies in the spinning and weaving industry are among the top 20 in the world.

By the end of 2016, 7 of the top 20 companies ranked by market value in the global spinning and weaving industry were Shenzhou International,

, Hai Lan home, Yuyuan group, YOUNGOR, INTERCHINA group and BELLE international, while the remaining 13 listed companies are mainly in the United States, and sports brand Nike ranks first in the market value of 587 billion 245 million yuan.

December oil and

The increase is obvious.

In December, oil prices continued to expand, rising by 12.6%, and the price of polyester staple fibers fluctuated.

As of December 30th, the price of polyester and short was 8420 yuan / ton, an increase of 14.2% over the same period in November, with a short price of 16700 yuan / ton, an increase of 9.2% over the same period last month.

After the new year's day, the international cotton price rose obviously.

46 families

The company has disclosed its performance notice.

As of January 5th, there were 46 companies in the clothing and home textile board of Shanghai and Shenzhen two cities, which disclosed the results of 2016 annual reports. Among them, the number of prepaid households was 11, with 10 households continuing to gain and 15 companies increasing slightly. From the plate, women's clothing, leisure, men's wear and shoes and hats listed companies were the most concentrated.

Related links:

The pformation of textile industry has great health (medical beauty, private hospitals, pension and genetic testing, etc.), computer industry, military industry and other related industries and related stocks.

Some textile and garment companies are trapped in the main business. In order to find new growth points and choose new industries such as big health, military industry, computers and other new industries with broader prospects for nuggets, the development of many main businesses will solve the profit dilemma.

We hope that the relevant companies will have new opportunities for development through pformation.

Medical beauty industry and private hospitals are developing opportunities.

1) with the upgrading of residents' consumption consciousness and the expansion of the group of cosmetic surgery, the era of cosmetic surgery is coming. It is estimated that the scale of China's medical beauty market is expected to exceed 100 billion in 2017, and the annual growth rate of the industry will be over 25% in the next five years.

2) at present, the number of private hospitals in China has reached 50.6%, but the number of people receiving treatment and discharge is only 12% and 13.4% of the whole country.

The future benefit from the acceleration of policy support, demand release and superimposed capital, and the rapid increase in the proportion of the private hospitals in the medical system.

Genetic testing and pension industry are entering a period of rapid development.

1) gene detection plays an important role in the diagnosis and treatment of diseases. Noninvasive prenatal diagnosis is gradually accepted.

The income of China's genetic testing industry has increased rapidly, and the compound growth rate of 2012-2014 years has reached 45%. It is estimated that the scale of China's genetic testing industry will reach 100 billion level in 2020.

2) under the tide of aging population, the demand for elderly care and medical care in China has increased rapidly. It is estimated that the total value of China's pension industry in 2020 will reach 6 trillion.

Transformation of military industry, computer and other industries bring new vitality to performance growth.

The main business of some spinning and weaving companies is weak but with sufficient capital reserves. Through the layout, the new main industry can share the development opportunities of new industries.

1) in 2014, the income of China's software industry reached 3 trillion and 700 billion, accounting for 5.81% of GDP, and the software industry was in the golden period of development. In recent years, the revenue growth rate was higher than 20%.

2) the annual sales volume of domestic safety computers is about 30 thousand units, and the market penetration rate is low. In the future, the government will increase the purchase of secure computers for domestic CPU. It is estimated that the market space will reach 300-400 billion in 2025.

3) Beidou navigation system is a key aerospace project independently developed by China. In 2015, its industrial scale was about 60 billion. Under the promotion of national policies and special demonstration projects, the Beidou industrial scale in 2020 could reach 240 billion.

Core recommendation: bar Jie shares, Changshan shares, San Mao Pai Shen, Wei Xing shares.

1) bar Jie shares: the pformation of medical and health sturdy, the company will benefit from strategic partners rich medical resources and management experience, the target price of 60 yuan.

2) Changshan shares: through North Ming software vigorously layout information technology service industry, IT service giant is expected to appear, the future IT layout continues to move forward, the target price of 17.40 yuan.

3) Sanmao sent the gods: the company acquired the core technology to enter the computer industry, hoping to enjoy the domestic security computer market dividend, the target price of 25 yuan.

4) Weixing shares: the Beidou navigation system industry is about to break out. High quality military assets are expected to take over the growth baton to drive the company to high-end manufacturing, with a target price of 17 yuan.

For more information, please pay attention to the world clothing shoes and hats net report.