Textile "5 Golden Flowers" &Nbsp, Let The Market Take A Look At Each Other.

According to the latest statistics of WIND information, the main funds are very active recently, and the layout of the textile and garment sector is also very special, especially for the 5 stocks.

Nearly 5 days

According to WIND information statistics, as of August 2nd, in the 23 industry sectors, there were 9 major plates in the past 5 days, and the net outflow of funds occurred, especially in three major sectors, including machinery and equipment, medicine and biology, and electronic components. In the past 5 days, the net outflow of funds was 750 million yuan, 645 million yuan and 538 million yuan respectively, and became the top three of the net outflow of capital.

In the capital net inflow sector, financial services, real estate and nonferrous metals rank the top three, while net capital inflows are 4 billion 89 million yuan, 2 billion 227 million yuan and 804 million yuan respectively.

Easy to win the Shanghai textile index of the textile and garment sector (nearly 5 days, the textile and garment sector rose 5.22%, while the Shanghai Composite Index rose 3.24% over the same period), nearly 5 days also received the focus of funds.

Transaction data show that the textile and garment sector nearly 5 days turnover of 23 billion 339 million yuan, net purchases of 12 million 648 thousand and 600 shares of capital, net inflow of 131 million 213 thousand and 500 yuan, the amount of inflow rate of 0.56%.

From the 23 industry sectors to the list of funds, textile and apparel in the past 5 days, the net inflow ranked eleventh, the amount of inflow rate ranked tenth, is the upper and middle levels.

Specifically, in July 28th and August 2nd, capital flows to textiles.

Sustained attention to capital and steady increase in share prices have led to a surge in the popularity of textile and garment sector in the two tier market.

The textile and garment sector index rose to 5.04% in the past 5 days, ranking seventh at present, while in the previous 5 trading days, it rose 4.95%, ranking seventeenth.

Obviously, a large number of funds to enter, become a strong guarantee for the shift of the share price center.

Of the 65 comparable textile and apparel stocks, there were 27 stocks of net inflow in the past 5 days, and the average price increase in the past 5 days was 6.53%. Meanwhile, the 38 average net outflow of funds in the same period increased by only 3.4%.

The top two net capital inflows were YOUNGOR and A, respectively. The cumulative gains of the two companies in the past 5 days were 10.04% and 10.08% respectively, and the shares of Mei Ya and hang min shares were also focused by funds. The cumulative gains in recent 5 days were 11.54% and 15.98% respectively.

With capital concern and share price increase of more than 10%, Weixing shares (same period share price rose 10.98%), Shandong Ruyi (same period stock price rises 10.31%), *ST Chinese clothing (the same period stock price rises 16.72%).

5 textile hot stocks attract more attention.

Statistics show that in the past 5 days (as of August 2nd), there were 13 textile and garment stocks with a net inflow of more than 10 million yuan, and 5 stocks, including YOUNGOR and A, became the focus of net capital inflows.

YOUNGOR nearly 5 days with 115 million 740 thousand and 800 yuan of net capital inflow volume ranks first in textile and apparel stocks, net purchases of stocks 9 million 394 thousand and 600 shares, the amount of inflow rate of 12.49%.

In fact, when the time limit is relaxed, YOUNGOR's net inflow volume in recent 20 days still ranks first, attracting 365 million 232 thousand and 700 yuan of net inflow of funds, and the inflow rate reaches 11.18%, which also won the champion of the industry.

From a fundamental point of view, the value of YOUNGOR assets has been seriously underestimated, significantly lower than NAV40% or above. Recent research shows that its basic trend is obvious, and its performance is expected to exceed expectations.

The half year net profit of garment and textile business is expected to reach 400 million yuan (nearly 430 million yuan last year), exceeding the expectation of the research institutions, mainly from the increase of gross profit margin caused by endogenous growth and product structure improvement.

Annual real estate pre-sale is expected to exceed 15 billion yuan, far exceeding the level of 7 billion yuan last year, cash flow is very abundant.

Excellent fundamentals and high market expectations, or an important basis for inflow of funds.

Lu Tai A is also an important target for fund competition in the past 5 days. The net capital inflow of 83 million 820 thousand and 400 yuan is second in textile and apparel stocks, and the net purchase of 9 million 204 thousand and 500 stocks is 9 million 204 thousand and 500. The inflow rate is 14.37%.

In fact, the stock has captured a large amount of funds in the past 20 days.

Data show that Lu Tai A nearly 20 days attracted 129 million 320 thousand and 400 yuan of net inflow of funds, during the amount of inflow rate of up to 8.1%.

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The company also has the potential to attract capital inflows: first, the cost of cotton used in the production of this year's business has been locked in less than 19 thousand yuan / ton, far below the current market price of nearly 30 thousand yuan / ton, with obvious cost advantages, and the company's products still have room for price increase; secondly, the order is full, from short to 4 months, and the export price is raised by about 8%. The gross profit margin of the company is expected to remain at 32%~33% level this year.

What makes the main fund most attractive is that the advantage of the company's weaving technology is the future prospect.

Hongyuan securities released the latest research report that Lu Tai A, the cost advantage is obvious, export no risk.

It is expected that the company will achieve earnings of 0.75 yuan and 0.87 yuan per share in 2010 and 2011. According to the closing price of 8.43 yuan in July 26, 2010, the P / E ratios of 2010 and 2011 are 11 times and 9.7 times respectively, and the valuation level is low. The first time they are given a "buy" rating.

The third main textile and apparel stocks that the main funds are looking at is Meyer, which has a net inflow of 34 million 413 thousand and 500 yuan in the past 5 days, and the net purchase of 3 million 185 thousand and 900 shares of funds. The inflow rate is 3.95%, and the net inflow of 46 million 354 thousand and 300 yuan in the past 20 days is 2.6%.

As a stock index futures concept, the stock started trading in July 29th and closed at a daily limit.

As early as July 22nd, 23, 26, and 27, there was a continuous net inflow of main funds. 4 main trading days bought 8 million 20 thousand shares together, and sold 2 million 757 thousand and 700 shares together, with a net buying volume of 5 million 262 thousand and 300 shares.

These 4 days of chip storage for the 29 day of strong rebound foreshadowed.

There are three reasons why the stock can get the full support of the Fund: first, the company is a large garment export base in China, and has a certain scale advantage. With the rapid expansion of China's textile overseas market, the company will usher in a new development opportunity; the two is that the company controlled 90% of the American stock futures brokerage Co., Ltd. has obtained the qualification of brokerage business, and is one of the largest Futures Company in Central China. Three, by the end of June, the company's controlling shareholder, Meyer group, has sold more than 170 million yuan through a large amount of pactions, which has revealed the clue.

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Fourth major textile and apparel stocks are the stakes of Shanshan Group, and nearly 5 trading days are still the main focus of the main funds.

According to WIND information data, funds purchased nearly 2 million 851 thousand and 200 shares of Shanshan stock for nearly 5 days, with a net inflow of 50 million 929 thousand and 700 yuan, and the inflow rate was 6.78%.

The company has rich themes, including new material concept, new energy concept, low carbon economy concept, and the Yangtze River Delta concept. These concepts are the key areas in which the main force is stationed.

Ping An Securities for the first time to give it a "recommended" investment rating, the broker believes that, as a battery manufacturing enterprise, Shanshan stock business mode is downstream driven.

According to existing business, the forecast is 0.34 yuan per share in 2010 and 0.43 yuan per share in 2011.

However, the company's business scope is wide, and the potential highlights of various businesses are more likely to be gradually reflected in the latter stage.

In the textile and garment sector, there is another stock that attracts people's attention.

In recent 5 days, the fund bought 4 million 39 thousand and 100 shares of civil aviation shares, with a net inflow of 34 million 149 thousand and 700 yuan, and the inflow rate was 11.46%.

In the past 20 days trading, the fund bought a net share of 4 million 591 thousand shares, with a net inflow of 38 million 425 thousand and 800 yuan, and the inflow rate was 6.4%.

Obviously, in the past 5 trading days, the net inflow of funds was more concentrated.

In August 4th, the company issued a semi annual report in 2010, with a net profit of 102 million 96 thousand and 900 yuan in the first half, an increase of 44.96% over the previous year, and a profit of 0.241 yuan per share, an increase of 45.18% over the same period last year.

The steady growth of performance has become the best footnote for capital to enter.