Textile Exports: Expected Or Expected First To Benefit

As international demand, especially in Europe and America, began to improve, the textile industry began to pick up.

We believe that the rise in the price of future textile and garment exports will lead to the domestic market

We believe that although the RMB appreciation has an impact on the textile and garment segmentation leading companies, because the leading enterprises have long-term stable customer base, strong R & D and bargaining power and bank operation, the impact of RMB appreciation can be reduced to a minimum.

The general increase in labor costs will lead to losses for small and medium-sized enterprises, while for leading enterprises, they will be affected in the short term (within 1 years), but these leading enterprises will be the first ones.

At the same time, we believe that the urbanization process and the increase of residents' income will further promote the fashion demand of the domestic clothing market.

It is worth noting that the main part of the textile industry chain is traveling.

From the perspective of export growth, we propose to pay attention to the export segmentation leader. From the perspective of domestic textile industry recovery, we suggest paying attention to printing and dyeing, accessories and yarn sub sectors. From the perspective of domestic market growth, we propose to pay attention to companies with fast growth channels.