 Wysłany: Czw 5:43, 17 Mar 2011 Temat postu: May run a report the domestic textile industry int |
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May of this year, China's textile and garment exports 16.432 billion U.S. dollars, an increase of 33.53%. 1 ~ 5 months,wholesale blankets, total exports of 131.76 billion U.S. dollars industry, an increase of 19.3%, compared with 1 to 4 months the growth rate increased 3.6 percentage points. The total textile and garment export growth in the first quarter after seasonal concussion, has been rising for two consecutive months. after the release of the data, also out of the wave of the textile sector is relatively strong market conditions. EU is China's largest textile and garment export market, accounting for more than 20%. from the beginning to June 25,Blanket Throw, the euro depreciated against the yuan rate has reached 14.73%, which is China's textile exports to the euro zone have a negative impact, but impact is limited. because of the depreciation of the euro against the yuan was mainly due to appreciation of the renminbi, not depreciation of the euro caused the euro zone countries will order the transfer to other countries is unlikely. the American and European economic presence in the risk of second bottom, but the employment rate and a turn for the better indicators of signs of stabilization. improvement in the employment rate, consumer demand will gradually rise, clothing needs will be mainly rigid demand, which will be the future of domestic exports of textile and garment enterprises in the formation of protection orders. exchange reform had limited impact on large enterprises recent RMB exchange rate reform was put on the agenda, there will be expected to appreciate slightly during the year. on the textile industry, the appreciation of the RMB against the larger SMEs, while the bargaining power of customers and a stable of large enterprises was relatively small. domestic textile and apparel exports to U.S. dollars 80%, the RMB has appreciated the domestic textile and apparel exports will have serious repercussions. appreciate too much, will OEM the majority of SMEs in export profits significantly diluted, and even loss of export initiative. large enterprises have long-term stable customer base, RMB appreciation, the company generally agreed with the customer to reduce the impact of RMB appreciation. If the large companies pushing new products, will be able to compensate for the impact of RMB appreciation, and even benefit from production orders concentrated on large enterprises. domestic sales into a key growth driver for textile textile and apparel demand this year, while nearly 20% thanks to growth in exports, but domestic sales growth was mainly due to more than 25%. domestic apparel consumption growth over exports since 2007, has since been maintained above 20% growth. Along with raising the level of domestic income, the acceleration of urbanization, domestic textile and apparel the next few years will continue the growth momentum. in the foreign economy to remain unknown, and the appreciation of the renminbi is expected to strengthen against the backdrop of growth in domestic textile and garment industry in China will become the major driving force. light heavy industry stocks difficult due to the current market, the overall sector investment opportunities there, we under the stock business model, industry position and market trends, the proposed focus on the rich, Anna, Carolina textile, Dayang Creation. 1, Anna-rich company is well-known luxury brands in the textile enterprises, 97.41% of revenue from the domestic market, as of May this year, a total of 1338 terminal stores. company plans to brand the next two years 180 new outlets, also plans to add 300 to 400 year franchise, and to develop a second brand of Hope and music. In the first quarter gross margin was 46.66%,budget blankets, compared with 2009 increased 3.67 percentage points, mid-year report the company expects net profit of about 47.8 million yuan, an increase of 42%. 2, Carolina textile companies in the textile industry ranked first in market share and has a relatively complete industrial chain structure, 98.01% of the revenue from the domestic market. Direct margin as a larger space, so in recent years the company has increased the Direct channel construction, tend to use Direct mode in the central city, surrounding by joining in the central city, in the process of opening up new markets , the increase in the number of wholly owned stores, Direct sales increased in the proportion of total sales. After the completion of R & D centers, R & D capabilities will be further enhanced, value-added products to enhance and introduce new products will not only bring revenue growth, gross margin is expected to also be improved. 3, Dayang creation business to foreign-based, foreign trade Maoli Lv currently only 20%, while the creation of independent brands, Kay gate gross margin was 40% to 50% and 30% to 40%. In order to reduce the impact of weak exports, the company developed the low-end single-brand network marketing business and the business volume of a single cut, from export to domestic market in transition, to change the over-reliance on foreign markets, reducing the future revaluation of the company generated impact, the company entered a new phase of growth. |
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