Main idea: follow the steps of consumers to foresee the consumer groups who are more self-conscious and self-expression. Spin clothing Enterprises can only adapt to this trend in positioning, design and other aspects. In another perspective, it is more and more difficult for garment enterprises to take the mass scale route. Small and excellent multi branding routes will be the breakthrough direction.

The industry is slightly warmer: the domestic sales are getting warmer, but the probability of rapid recovery is not large. The export downturn is still on the supply side: output growth remains low, and the growth of fixed asset investment slipped in the textile industry: July textile industry The situation is still a downturn in consumption. The main business income of the industry increased by 10% over the same period last year. However, other indicators have been improved in varying degrees. The turnover of the industry's liquid assets has accelerated and the industry profit margins have also improved.

　　 Clothes & Accessories Manufacturing industry: in July, the sales revenue of clothing manufacturing industry increased by 8.73% year-on-year, and the asset turnover and sales profit margins remained stable.

Home textiles: in July, the income growth of the household textile industry was relatively stable, with an increase of 12.34% over the same period last year, and the level of asset turnover and sales profit margins remained stable.

Bedding industry: in July, the sales growth of bedding industry increased from last month, the cumulative year-on-year growth of 13.56%, and the profit margin level of sales increased slightly, and the overall situation was stable.

Investment suggestions: in view of the current situation, we think that the investment priorities in the next quarter are as follows: 1, select 2 Brand Company with distinctive features and strong design ability; choose companies with stronger pricing power to recommend companies: Joeone , Carlo NDI road and fuanna.