This Week, The Shanghai And Shenzhen 300 Index Fell Outdoor, Home Textiles And Children'S Clothing Is Expected To Be Good.
< p > industry information: (1) < a href= "//www.sjfzxm.com/news/index_c.asp" > Lining < /a > 2013 fiscal year deficit reduction 1 billion 600 million yuan, channel adjustment still need two years (2) 2014 women's shoes market will remain depressed, the next three years is the key period of shuffling (3) Wanda intends to reduce the shopping status to 40%, and value the customer experience (4) JACK&JONES parent company will launch the cheap men's clothing fast fashion brand.
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< p > Company dynamics: (1) YOUNGOR (600177, Holdings): the company's operating income in 2013 increased by 41.32% compared with the same period last year, and net profit decreased by 14.88% compared with the same period last year. Net profit after deducting non profits increased by 39.49% (2), lt A (000726, buy): in 2013, the company achieved sales income of 6 billion 478 million yuan, an increase of 9.78% over the same period last year, and realized a net profit of 999 million yuan attributable to the parent company, an increase of 41.17% over the previous year, achieving earnings per share of 999 million yuan.
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< p > brand fashion: (1) the difficulty of all customers: millet attachment is still difficult to pform, logistics and reputation atrophy.
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< p > < strong > > a href= "//www.sjfzxm.com/news/index_c.asp" > investment strategy < /a > recommendation: < /strong > /p >
< p > we maintain the early view of the industry: in the past 14 years, the industry terminals are more difficult to break through. The fundamental improvement of industry demand may wait for 2015. But considering the cardinal number, the situation of most Brand Company in the second half of 14 years is slightly better than the first half of the year.
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< p > 2014, the investment opportunities of a href= "//www.sjfzxm.com/news/index_c.asp" > < /a > in the industry are more from the valuation promoted by Internet or other theme investments.
Around the topic of Internet investment, we recommend the Explorer (300005, buy) and the first leader of the public leisure. Meanwhile, we also propose to pay attention to the old lore home textile (002293, buy) which is good for the Internet.
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< p > a quarterly report is almost over. Most companies are still facing greater pressure. In the short term, we should pay close attention to the quarterly expected good Keno Technology (600398, no rating), Pathfinder (300005, buy), Lu Tai A (000726, buy), three home textile companies and Semir costumes (002563, Holdings) (with the new logic of children's big industrial development).
Cosmetics giant Shanghai Jahwa (600315, buy) to maintain a long-term "buy" rating.
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< p > < strong > risk warning < /strong > < /p >
< p > industry investment risk mainly comes from domestic retail terminal recovery progress slower than expected.
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< p > related links: < /p >
< p > Feng Dehu, vice president of China clothing association, said the first quarter is expected to be the bottom of the 002029.SZ performance for men's wear, and is expected to revive in the second half of the year.
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< p > Feng Dehu told reporters that last year, seven wolves "chopped hands" adjustment is very strong, "one is the adjustment mode, from the agent based mode gradually shift to direct camp.
One is a large number of stores, and now the industry costs about 1 million yuan per store for each store. After adjustment and adjustment, the company's performance is expected to rise from bottom to bottom in the second half of the year.
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< p > according to the 2013 annual report of the seven wolves, the company's revenue and net profit decreased by 20.23% and 32.44% respectively over the same period last year.
By the end of 2013, the number of outlets was reduced by 505 compared with the end of 2012.
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