Textile And Clothing: Favorable National Policies

Main points:

Although the brand clothing has a certain anti inflation ability, but the increase of inflation expectations will reduce the consumption tendency of the residents, and the consumer confidence index has a downward trend.

As 80 consumers gradually become an important force in consumption, the personality of Chinese consumers is becoming increasingly prominent.

To some extent, Chinese consumers are "Westernization", and brand, quality and personal style become more and more important reasons for buying.

Therefore, if textile and garment enterprises want to win in the fierce market competition, brand awareness and the ability to grasp fashion are the most important factors.

Investment advice:

Rating: Textile: neutral; brand clothing: attractive.

The healthy development of an industry needs a good external environment, and the large fluctuation of raw materials may cause some enterprises to gain in the short term. But in the longer term, it is not beneficial. In the case of sharp fluctuations in raw material prices such as cotton and export slump next year, the textile sector will continue to be given a "neutral" rating.

The clothing plate, especially the brand clothing, has given us enough reasons to remain optimistic about the development prospects of the industry in the context of vigorously promoting domestic demand and raising the income level of the residents. Especially for some companies with a certain brand awareness and sound operation, it is a good investment target to maintain the attractiveness rating of the clothing sector.