The non-woven fabric industry will grow rapidly, and the Chinese luxury goods market is turning downhill

Last week, the non-woven industry sector rose 15.08 percentage points, while the Shanghai and Shenzhen 300 Index rose 3.30 percentage points over the same period, and the textile and apparel sector outperformed the market by 11.78 percentage points. Data tracking. Macro data: In March 2015, the clothing retail sales of 100 large-scale retail enterprises nationwide decreased by 3.10% year-on-year, and in April, the clothing retail sales of 50 major large-scale retail companies nationwide increased by 1.40% year-on-year; in April 2015, the textile industry PPI decreased year-on-year 2.40%, the PPI of the textile and apparel and apparel industries increased by 0.60% year-on-year. Price index: The domestic sales price index of Dieshiqiao Home Textiles was 92.64 on May 15, an increase of 0.02 from last week; Keqiao Textile Price Index was 103.46 on May 11, an increase of 0.12 from last week; Shengze Silk Price Index was May 15 It was 100.84, an increase of 0.04 from last week; the Haining Leather Price Index was 112.68 on May 8, an increase of 0.49 from the previous week. As of May 15, the domestic 328-level spot closed at 13,356 yuan/ton, a decrease of 0.30% from last week. Summary of main news u0026 announcements. 1) The decline in cotton planting area is a foregone conclusion, and the market is waiting for the dumping of storage. 2) China has a complete non-woven industry chain, which will grow rapidly in the next ten years. 3)'Follow the trend' and'Great Leap Forward' make the Chinese luxury goods market turn Downhill, 4) Pakistan analyzed the reasons for the decline in China’s textile exports, 5) Smith Barney: Announcement on the adjustment of the number and price of some restricted stocks to be repurchased and cancelled, 6) SAINT ANGELO: Regarding the expansion of Internet financial business, common Investment and related-party transaction announcements, 7) Hangmin shares: 2014 annual dividend distribution announcement, 8) Longzi shares: announcement on non-public issuance of A shares involving connected transactions, and shares with effective conditions signed with specific objects Announcement of subscription agreement. Industry perspective. In the context of the national innovation-driven strategy, the transformation of the non-woven industry has become a trend, and the overall industry is basically well-oriented. Non-woven enterprises with strong transformation expectations will be sought after by the market. Our recent focus: branded apparel enhances the consumer experience; companies with stable main businesses and clear expectations for transformation; market hotspots such as sports industry policies are expected to be released in the near future, focusing on the complete transformation or the establishment of platform-based enterprises; industry 4.0, related companies invest in building industry 4.0 frame. Key recommendations: 1. Leading companies that enhance consumer experience, Pathfinder, Luolai Home Textiles, Hailan Home, and Hangmin shares; 2. Companies with guaranteed main business and clear transformation: SAINT ANGELO, Semir Apparel, and Meisheng Culture; 3. Sports industry sector: Xunxing shares, Guirenniao; 4. Industry 4.0, Lutai A, George White, Huafu Mélange, Blum Oriental, Hangmin shares.