Textile And Clothing Recommendation 8 Stocks Still Need Time To Recover.

This week, the Shanghai and Shenzhen 300 index advanced and suppressed, the whole week closed at 2275.68 points, down 1.15% compared with last week, most industries fell, except for electronic, information services, information equipment and so on. Spin clothing The industry fell 1.62% throughout the week, slightly weaker than the Shanghai and Shenzhen 300 index.

Industry information:

(1) net profit in the first half of the year was 31st to 596 million in the first half of the year (2). Net profit in the first half of decreased by 240 million compared with 43.3%. (3). The net profit of XTEP in the first half of the year was 468 million, and 165 new stores opened. (4) BELLE's medium-term net profit reached 2 billion 242 million, up by 11.7%. (5). In the first half of the year, Kappa's income in China dropped to nearly 40%%. (22.9%.) net profit fell in the first half of the year. Chinese clothing Half a year's loss is 19 million. (8) in the first half of the year, net profit reached 140 million yuan, an increase of 7%.

Company dynamics: (1) card slave Road (002656, overweight): Supply Chain improvement pushes up the first half of the company's gross margin level (2) fuanna (002327, buy): the most stable domestic business leader (3) AOKANG International (603001, overweight): the net profit growth after the deduction is 37% (4).

Brand fashion: (1) Louis Weedon aims at the advanced custom market in China.

Investment strategies and recommendations:

Chinese textile and clothing key companies are still being disclosed, Brand Company basically meet expectations, manufacturing companies are not satisfactory. We maintain early view: industry retail and brand are expected in the three quarter. Clothes & Accessories It is difficult for the terminal to produce exciting data. The overall recovery of the industry still takes time, so the industry sector as a whole is likely to remain in a state of shock. Recent proposals are concerned about the high margin of valuation security. Joeone (601566, buy), seven wolves (002029, buy) and AOKANG International (603001, overweight). There were no changes in the recommended varieties throughout the year 2012: Nine herd Kings (601566, buying), seven wolves (002029, buying), Shanghai Jahwa (600315, buying), Pathfinder (300005, Holdings), long Zi stock (002612, Holdings), and fuanna (002327, buying).