Clothing Market Warmer Cotton Prices Narrowed Concern Plate Opportunities

< p > plate performance, the Shanghai and Shenzhen 300 index rose 1.3% in February, and increased by 3.3% in the year; the Shen Wan textile and garment industry index rose 5.7% in February and increased 5% in the year; the Shen Wan textile manufacturing industry index rose 5.9% in February, and increased 7.2% in the year; Shen Wan clothing < a href= "//www.sjfzxm.com/" > Home Textile > /a > industry index rose 5.5% in February, and the total increase was 3% in the year. As of 02 February 26, the negative valuation was eliminated: the value of textile and apparel industry is 19.35 times, the textile manufacturing industry is 22.97 times the value, and the apparel home textile industry is worth 17.96 times. < /p >
< p > Company dynamics. (1)嘉麟杰：2012年营收8.11亿元，同比减5.26%，净利润3966万元，同比减46.03%，EPS为0.19元，拟每10股转增10股派现金红利0.7元;(2)华孚色纺：2012年营收57.42亿元，同比增12.42%，净利润9555.78万元，同比减76.52%，EPS为0.11元;(3)七匹狼：2012年营收34.73亿元，同比增18.93%，净利润5.64亿元，同比增36.68%，EPS为1.21元;(4)希努尔：2012年营收11.79亿元，同比增2.76%，净利润1.44亿元，同比减27.85%，EPS为0.45元;(5)卡奴迪路：2012年营收6.36亿元，同比增37.85%，净利润1.68亿元，同比增53.20%，EPS为1.75元;孙公司花1.26亿元购得衡阳尚书房物业，用于精品买手店;(6)森马服饰：2012年营收70.37亿元，同比减9.33%，净利润7.56亿元，同比减38.24%，EPS为1.13元;(7)搜于特：2012年营收16.12亿元，同比增46.64%，净利润2.73亿元，同比增57.61%，EPS为0.95元;(8)华斯股份：2012年营收5.19亿元，同比增10.30%，净利润7254.2万元，同比增16. 96%, EPS is 0.64 yuan, the company intends to send 10 yuan per share cash dividend 2 yuan; (9) Roley home textiles: launched equity incentive, exercise price 43.49 yuan, exercise rights, ROE not less than 16%, revenue growth of 15%/32%/52%. < /p >
< p > industry dynamics. (1) in January 2013, the retail sales of 50 major large retail enterprises in China decreased by 12% compared with January 2012, and clothing decreased by 14.9%. (2) the retail sales volume of retail enterprises rose by 14.4% in 2013 Spring Festival week, with a new growth rate of 5.1% since 2013. < /p >
< p > investment viewpoint. Export data continued to improve in the near future. In January, the export data of textile < a href= "http://cailiao.sjfzxm.com/matertial/show/default.aspx" > clothing > /a > export increased by 14.79% compared with the same period last year. Meanwhile, the difference between domestic and foreign cotton prices continued to narrow under the external cotton strength, making a href= "http://sjfzxm.com/news/index_f.asp" > textile > /a > manufacturing plate two main driving factors to achieve resonance. The valuation continued to be repaired, which could focus on the leading enterprises in the plate; (2) the garment home textile plate, because the industry is still in the inventory stage, and the spring and summer shipment orders will be generally not ideal, and the plate is short of continued high factors in the short term. Therefore, it is recommended to pay attention to companies with clear and medium long term performance growth and strong retailing ability, such as fuanna, seven wolves, nine herdmen, and American state dress. (1) textile manufacturing sector, < /p >