From the logic of capital flow, it is expected that some of the funds will be activated after food and beverage stocks are active again. Clothing stocks Investment opportunities. On the one hand, the clothing industry and the food and beverage industry belong to the big consumption concept stocks, which are closely related to the residents' lives. After eating, there will be strength to consider the possibility of wearing. On the other hand, clothing stocks share broad industrial growth space and typical consumption upgrading trend as well as food and beverage shares.

In recent years, the domestic economy has maintained rapid development, and the per capita disposable income of urban residents has been increasing. From 2001 to 2009, the per capita disposable income of urban households increased from 6859.6 yuan to 17175 yuan, with an average annual compound growth rate of about 12.2%. Moreover, in the next few years, the domestic economy is expected to maintain sustained and rapid development, and the per capita disposable income of urban households will continue to grow. The increasingly well-off urban consumers will not only promote the total retail sales of the garment industry, but also bring about a change in the pattern of clothing consumption.

This has also been corroborated by two information: first, the emergence of high-end brands. According to the Euromonitor Research Report, the number of middle class in China has reached about 85 million 500 thousand people in 2008, mainly in economically developed areas such as Beijing, Shanghai, Guangzhou and Shenzhen. The number of middle class in the two or three tier cities is also growing rapidly. It is expected to increase to 104 million in 2011, with a compound annual growth rate of about 7%. There is broad room for development of the high-end clothing market related to the consumption power of the middle class. Influenced by this, the brand clothing enterprises such as cnndi Road (002656, stock bar) and long Zi stock (002612, stock bar) have suddenly become the new favorite of the securities market. Two, the new consumption hot spots are also emerging rapidly, not only referring to high-end luxury brands, but also the rise of leisure and outdoor sports apparel industry. The former is mainly based on American Apparel (002269, stock bar), the latter is mainly represented by Pathfinder, so it means Clothing industry Enter the colorful development cycle, thus guiding investors in the A share market.

In doing so, investors are advised to take an active interest in clothing stocks. Among them, the hot spots of the industry are more likely to be active again and again, thus becoming the focus of attention, for example, the high-end brand of women's high-end brand, the explorer of outdoor sports brand, the high-end brand of men's high-end brand of Nun Di Road, nine Mu Wang (601566, stock bar), seven wolves. In addition, as a representative of leather products, the future market share of China shares (002494, stock bar) is expected to further improve, and the growth trend will be more optimistic. At present, the stock price is relatively low and can be actively tracked.