Since early December, the market continued to downlink situation, textile and garment industry fell 8.78%, among them, the textile manufacturing son industry fell 10.21%, plus size clubwear, home textile industry fell 7.52% son in that same period, the Shanghai composite index and csi 300 falling by 4.5% and 4.92% respectively, textile and garment industry whole relative csi 300 excess profits for-3.86%, trends behind the grail. On valuation perspective, at present the textile and apparel industry valuation levels for 20 times, textile manufacturing and clothing home textile valuations were 19 times and 21 times, are lower than the mean A history, but relative to share A premium rate remains high.
From the public in November of the textile and apparel industry related economic data to see, textile and garment accumulative total exports for growth 21.18%, continue to slow; Dress kind of CPI rose 3.5% year-on-year in a month earlier, plus size clubwear fell back slightly; The national hundred large retail enterprise clothing market retail sales growth was 10.26%, and the year low, consumption growth continue to slow, on the one hand, because clothing prices on consumption of extrusion effect to highlight, on the other hand warm winter also make they get clothing consumption demand decreases. Because the plates or larger, some stocks higher valuations, overall weakness in the market, in the short term, we suggest that investors remain cautious attitude, pay attention to risk; Long-term we continue to remain positive on growth is good, gross margin is expected to ascend, growth performance is clear brand apparels company, focus on business men's clothing, home textile and outdoor parts of the investment opportunities.
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