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Textile And Garment Industry: Continue To Tap The Value Of Brand Clothing Investment

2011/11/23 14:59:00 19

Brand Investment Value Of Textile And Garment Industry

Brand clothing

It has retail attributes and domestic sales: brand clothing belongs to the clothing home textile sub industry, the core elements are design, production and channel, and brand operation and attention.

Supply chain

Administration.

In recent years, the brand clothing companies have stepped up the pace of listing.

Brand clothing has a bright future market prospect: the "12th Five-Year plan" emphasizes the expansion of consumption demand; China's per capita GDP will exceed 5000 dollars; clothing consumption will enter an accelerated growth channel; residents' income level will increase; urbanization will broaden market space; the most powerful young consumers will become the main consumer group.

Brand clothing prices and price deviate from the trend, 2012 spring and summer orders will be good: in 2011 1-10, textile and clothing sales growth began to slow down, sales showed a slow growth since May; October, clothing CPI high, consumer confidence index decline; key companies in 2012 spring and summer will be in good order, the first half of next year's performance is guaranteed.

Brand clothing performance growth momentum will increase from price to volume: brand clothing enterprises have brand and

channel

Therefore, the ability to pfer costs is strong.

terminal

The price of the product is sticky, and the price of raw materials will stabilize.

profit

The level of promotion is expected; the price of terminal products will be reduced in the future, and the driving force of growth will turn from price rise to volume increase.

Investment strategy: since the beginning of the year, the industry defense performance has been better, and it has generally outperformed the stock market. The valuation is relatively reasonable, but the premium rate is high.

Concerned about products in line with consumer demand, brand channel advantages, strong supply chain management capabilities.

It is suggested that the two main lines of investment should be focused on value and growth. First, the men's clothing sector with good fundamentals, performance growth and valuation advantages; and two, the rapid development of the children's industry and the sustainable growth of home textiles, outdoor products and high-end women's clothing.