Yesterday, the three major indexes fell by more than 2%, with a turnover of 820.7 billion in Shanghai and Shenzhen, up from 41.3 billion in the previous trading day. Growth tracks such as medical treatment and new energy continued to retreat, and stocks such as Sungrow Power Supply Co.Ltd(300274) , Trina Solar Co.Ltd(688599) , Longi Green Energy Technology Co.Ltd(601012) , Topchoice Medical Co.Inc(600763) , etc. fell.
Textile and clothing stocks bucked the trend, with Zhejiang Sunrise Garment Group Co.Ltd(605138) two linked boards, tamus, Shanghai Dragon Corporation(600630) daily limit, Lancy Co.Ltd(002612) , Jiangsu Jujie Microfiber Technology Group Co.Ltd(300819) and other stocks rising sharply.
first quarter China Textile and garment
export record
The Ministry of industry and information technology and the national development and Reform Commission issued the guiding opinions on the high-quality development of industrial textiles industry. It is proposed that by 2025, the industrial added value of Enterprises above Designated Size will increase by about 6% annually, and three to five enterprises will enter the first echelon of global industrial textiles. The ability of scientific and technological innovation has been significantly improved. The R & D funds of key enterprises in the industry account for 3% of the main business income, the application of recycled fiber and biomass fiber accounts for 15%, the NC rate of key processes in nonwovens enterprises reaches 70%, intelligent manufacturing and green manufacturing have an obvious effect on improving the quality and efficiency of the industry, and the comprehensive competitiveness of the industry has been further improved.
According to the news report of China Central Television, the foreign trade of China’s textile industry continues to grow. In the first quarter, China’s textile and garment exports reached US $72.25 billion, a year-on-year increase of 11.2%, and the export volume reached a record high.
Among them, the textile export reached US $36.57 billion, a year-on-year increase of 15.1%; Clothing exports reached 35.68 billion US dollars, a year-on-year increase of 7.4%. In March, textile exports reached US $11.83 billion, a year-on-year increase of 22.4%, 7.7 percentage points higher than the year-on-year growth of national goods exports.
In addition, the regional comprehensive economic partnership agreement (RCEP), which entered into force on January 1 this year, also provides new impetus for the development of foreign trade in the textile industry. From January to February, the industry exported US $13.94 billion to RCEP countries, a year-on-year increase of 10.2%. In particular, the export of textile yarn and fabric increased significantly, with a year-on-year increase of 33.7% and 20.1% respectively.
According to the statistics of securities times · databao, the overall performance of textile and garment concept stocks since April is stronger than the market, with the average share price falling by 2.64%, which is less than that of the Shanghai index in the same period.
Comefly Outdoor Co.Ltd(603908) , Zhejiang Natural Outdoor Goods Inc(605080) , Zhejiang Giuseppe Garment Co.Ltd(002687) , Toread Holdings Group Co.Ltd(300005) and other 10 stocks rose by more than 10% in the month. Benefiting from the rise of camping economy, Comefly Outdoor Co.Ltd(603908) share price rose sharply, with a cumulative rise of 77.36% in the month, and the share price hit a new high in recent four years.
the performance of 16 concept stocks doubled
Recently, the annual reports of textile and clothing companies have successively disclosed that sports brands at home and abroad have shown brilliant performance and operating efficiency. Since mid March, the epidemic has had a significant negative impact on the fundamentals and valuation of the sector, but it does not affect the potential energy improvement and industry growth prospects of medium and long-term high-quality local sports brands. Institutions are optimistic about the opportunity of fundamentals and valuation rebound under the background of historical low valuation.
According to the statistics of data treasure, among the textile and garment concept stocks that have disclosed the annual report or performance forecast as of April 21, according to the lower limit of the annual report or forecast, Huali Industrial Group Company Limited(300979) , Zhejiang Semir Garment Co.Ltd(002563) , Bros Eastern Co.Ltd(601339) , Winner Medical Co.Ltd(300888) , the net profit in 2021 exceeded 1 billion yuan.
The performance of 16 concept stocks doubled, of which Jiangsu Jujie Microfiber Technology Group Co.Ltd(300819) net profit increased by more than 3 times, ranking first Zhe Jiang Taihua New Material Co.Ltd(603055) , Bros Eastern Co.Ltd(601339) , Ribo Fashion Group Co.Ltd(603196) , Huafu Fashion Co.Ltd(002042) 4 share net profit increased by more than 2 times, followed by Guirenniao Co.Ltd(603555) , Luthai Textile Co.Ltd(000726) , Fujian Fynex Textile Science & Technology Co.Ltd(600493) and other performance growth exceeded 100%.
7 shares issued the performance report or forecast for the first quarter of this year, Ningxia Zhongyin Cashmere Co.Ltd(000982) forecast the first loss in the first quarter, Annil Co.Ltd(002875) the net profit attributable to the parent company in the first quarter was 280421 million yuan, from profit to loss.
Luolai Lifestyle Technology Co.Ltd(002293) the first quarterly report showed that the net profit attributable to the parent company was 159 million yuan, a year-on-year decrease of 12.81% Shandong Nanshan Fashion Sci-Tech Co.Ltd(300918) , Biem.L.Fdlkk Garment Co.Ltd(002832) , Zhejiang Sunrise Garment Group Co.Ltd(605138) had excellent performance in the first quarter Saturday Co.Ltd(002291) ‘s performance in the first quarter is expected to increase, and the predicted net profit is about 80 million yuan ~ 120 million yuan, with a change range of 752.71% ~ 117906%.
In terms of capital, the accumulated net purchases of Lancy Co.Ltd(002612) , Rumere Co.Ltd(301088) , temus, Zhejiang Sunrise Garment Group Co.Ltd(605138) , and Zhejiang Sunrise Garment Group Co.Ltd(605138) have been among the top in the past three days.
Guosen Securities Co.Ltd(002736) pointed out that after recent adjustment, the P / E ratio of most A-share related companies in the textile and garment industry is at the bottom of historical valuation. With the release of favorable signals from the policy side, the related companies began to rebound.
