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Conformity of course of study of printing and dyeing of more severe drive accelerates environmental protection further

Published on:2014/7/31 15:20:10

Keyword:Printing and dyeing, the home is spun, the price, dress, cotton spinning, chemical fibber, research, dynamic, yarn, dress
Introduction:1, maintain industry discretion to recommend. Stock of this Zhou Hang civilian rises greatly, we think to basically result from environmental protecti...

1, maintain industry discretion to recommend. Stock of this Zhou Hang civilian rises greatly, we think to basically result from environmental protection of drive of incident of infection of water of Wu Jiang area is more severe, conformity of course of study of printing and dyeing is accelerated further. From the industry main area looks, insipid still, we still hold to early days dress. The home is spun already the viewpoint of sole, but when up, activator is ambiguous. The breakthrough that company of the key inside the industry pursues all is to supply catenary conformity to follow terminal of retail ability rise. At present when those who choose investment bid is main come at two sort model: 1, go inventory rings down the curtain, adjust what mark rebounds somewhat after reaching the designated position, like man of our country benefit (product sex price is compared rise, forms for reporting statistics is benign, order goods meeting autumn is medium tall digit grows a digit growth, winter) , bird of announce good news (rapid development of 13 years of thoroughly quiet stock, HAZZYS, big) of flexibility of 14 years of outstanding achievement. 2, fractionize industry growing sex is opposite of better sign, reach new pattern mark, head push dark horse dress (value progress of childen's garments domain, recreational outfit supplies catenary conformity, the business on company line grows) , fly inferior amount to (own brand is pulled move outstanding achievement to stabilize growth) , visit district person (at present price excessive price is eliminated, see industry conformity for a long time follow development, reach what " outdoors journey serves platform " integratedly to build) , Hai Lan's home (channel dilate is ceaseless, buy outright mode to increase, cent changes into scale, the new growth drive after 16 years needs to observe) . Other, the home is spun child industry outstanding achievement is in board piece in opposite better. Large stockholder acceptance does not decrease Fu Anna hold, home Luo Lai spins tall canal to continue to add hold, introduce industrial capital to think at present share price is underestimated, long-term respect has investment value in. Cotton spinning industry, we recommend Lu Tai A. Although home grows price of cotton of cloth with soft nap to drop quickly, but company terminal receives monovalent case to maintain in early days level, and this is main price of cotton of cloth with soft nap of minister of foreign affairs of hang on sea, and grade lasts in opposite higher level relative to higher pily price, instead it is good that home grows instantly of cotton of cloth with soft nap to conform basically to form bigger profit to the company with abroad; If exchange rate is stable be in at present level, question of company annual EPS1.2 is not big, do not eliminate to exceed even anticipate a possibility. The company is current PE7 of share price correspondence times much, maintain pair of companies to recommend grade.

2, board piece last week expressional reviewing. Last week, card put together points to on go up remarkable, accumulative total goes up 3.28% ; Spin take board piece go up on the whole 1.06% , spin is made in the center go up 1.36% , dress home is spun go up 0.76% . Look, board piece get before going up 3 companies to be course of study of 100 round pants (buy round-the-world buy easily) , peaceful inferior share (draft buy to enter joyous luck century) , boat civilian share (conformity of printing and dyeing of drive of infection of water of Wu Jiang area is accelerated, ) of bibcock of benefit good industry, get before dropping 3 companies to be triumphant drop share of share, cotton of 3 rooms alley, heart (net first half of the year gain drops beforehand 2239%) . Harbor angle, get go up to be tasted for bed of abundant of peaceful of 100 beautiful international, Da Funi international, our country; Get before dropping 3 companies to be Li Ning (gain early-warning) , spin of Shen Zhou international, Tian Hong.

3, company important announcement and trends and footprint. The key studies - dark horse dress: Buy children to teach a brand, transition children serves trader integratedly the first pace; Spin of bridge of the Kingdom of Wei: Detailed rules of straight filling policy did not come on stage, cotton spinning industry is in wait-and-see condition; Boat civilian share: Water of Wu Jiang area affects conformity of drive printing and dyeing to accelerate, bibcock of benefit good industry. The announcement such as investor concern - An Lifang: Q1 whole sale was added 2014 5% ; Hua Fu color spins: Issue debenture publicly to obtain through; Promote industry science and technology: For subsidiary course of study of the skin that promote peace gives assure 30, 0 yuan; Xin Xiuli: With 84.135 1 million dollars implementation buys Gregory; wave department to ascend: Income dropped compared to the same period 2013 11.7% ; YGMTRADING: Turnover dropped compared to the same period 2013 8.6% .

4, the industry is essential data. Raw material: (Price of Zhou Jun of 1)328 class merchandise on hand 17, 190 yuan / ton (- 0.32%) ; CotlookA: 83.09 cent / pound (- 0.19%) ; Difference of price of cotton of inside and outside all is worth 2420 yuan / ton (+ 0.57%) ; Cotton of long fine hair (137 class) : 29, 500 yuan / ton (- 0.34%) ; The entrance grows cotton of cloth with soft nap () of American PIMA2 class: 30, 917.6 yuan / ton (- 0.32%) ; Exchange rate of dollar add RMB: 6.1949(-0.21%) . (2) chemical fibber: Stick short 11, 818 yuan / ton (- 0.1%) ; 40D47 of ammoniac black silk ribbon, 640 yuan / ton (- 0.42%) . Bombazine line: General of 32 pure cotton combs gauze 24, 276 yuan / ton (- 0.17%) . (3) gold: Go up golden place Au100g260.92 yuan / G(-0.15%) , london merchandise on hand 1, 305.95 dollars / ounce (+ 0.08%) .


Keyword:Printing and dyeing, the home is spun, the price, dress, cotton spinning, chemical fibber, research, dynamic, yarn, dress

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