Recently, the domestic brand "a href=" //m.pmae.cn/news/index_s.asp "> /a" brand "has been sought after by the fund in the A share market. On this Monday, Yang Yang (600233, stock bar) and Lang Zi share (002612, stock bar) were reported on the daily limit. Yesterday, Dayang created another world trading limit. Another high-end clothing brand Kaiser shares (002425, stock bar) also closed at a daily limit.

In the first two trading days of this week, the market index continued to explore at the same time, the concept of national clothing has repeatedly issued "trading stocks", does this mean that the garment industry is going to go out in the cold winter? Or it is not related to the speculation.

< p > analysts believe that although the current energy speculation is relatively hot, the industry's inflection point does not appear, investors need to pay attention to risk.

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< p > < strong > clothing industry is still low, < /strong > /p >

< p > "at present, the prosperity of textile and garment industry is still low."

Japan's a href= "//m.pmae.cn/news/index_h.asp" > textile > /a > clothing industry analyst said: "from the sales situation of the Spring Festival, the performance of the independent brand is rather bleak. It is also necessary to observe whether the industry inflection point will appear this year.

And the emergence of industry inflection points, changes in consumption habits or not related to this hot spot.

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< p > in fact, in 1-2 months, the retail sales volume of 100 major large-scale retail enterprises increased by only 5% over the same period last year, of which the sales unit price rose significantly.

Many brokerage analysts have said that as of now, there is no obvious signs of revival of domestic brand apparel retail terminals.

Among them, Shi Hongmei, an analyst of Orient Securities Industry, is cautious about the industry as a whole. It believes that the improvement of fundamentals needs more time. The future investment opportunities of brand stocks are more from the value restoration after overfall.

Li Shixin, an analyst with Guoxin Securities, said that the growth of the brand clothing spring and summer order will be further lower than the previous few quarters.

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< p > we can see that on Monday, when the stock price was limited, there was a huge sale of 41 million 770 thousand yuan.

On the 26 day's list, we can see that there are hot money providers, and the agencies are glad to sell again.

The top five buying seats of the group were occupied by hot money, while three of the selling seats were sold unilaterally, totaling 60 million 550 thousand yuan.

Based on the average paction price of 26.16 yuan, three institutions sold more than 231 shares of the stock, accounting for 3.99% of the shares.

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In the past two days, the five day and the top five seats were all occupied by hot money, while the top five seats were larger than those sold for the first five seats.

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< p > < strong > the value of each stock is good and bad. < /strong > < /p >

< p > what is the situation for the strong stocks rising continuously? < /p >

At the same time, Li Shixin has thought that P will not only pursue the growth of volume and revenue in 2013, but cost control will also serve as the focus of the whole year and promote budget management in an all-round way.

With the gradual establishment of branches and so on, stores will also serve as the basis for profits.

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< p > in fact, there are more brokerage analysts who are optimistic about the stock of Langer group. In late March, Dongfang securities and Founder Securities (601901, stock bar) gave the rating of the "overweight" stock of the group, and the Dongxing securities offered a highly recommended rating.

It can be seen that according to the annual report and tracking conditions, Orient Securities believes that the advantage of the group is that it has initially formed a multi brand structure with high end and high end, and that the sufficient fund-raising fund also provides a better platform for its follow-up work such as mergers and acquisitions, brand building and so on, and the growth of future performance is expected to exceed the average of the industry.

The Dongxing Securities Research Report also shows that for the only high-end women's clothing that is still in a relatively fast growing stage, the margin of valuation is relatively high. 2013 is the year of adjustment for the whole brand clothing, and the idea of stock selection from bottom to top will always run through. The company as a few high growth marks deserves continuous attention.

According to the research report, Orient Securities gives a certain valuation premium to the group, giving the company 20 times its valuation in 2013, with a target price of 29.20 yuan.

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< p > but for the strong trend of Da Yang creation, it lacks the attention of analysts. Although its main business is medium and high-grade a href= "http://pop.sjfzxm.com/popimg/fz/index.aspx" > men's wear < /a >, it has certain audience's pertinence. Market rumors also favor Buffett's products. But according to its 2012 China Daily Data, the gross profit margin of Western clothing processing and sales, other clothing processing and sales has declined, and its gross profit margin is 27% and 37% respectively.

The industry believes that the gross profit margin is not high compared with high-end clothing brands.

In addition, according to the 2012 China Daily, Da Yang created 8 shares of the company, entrusted the amount of 1 billion 115 million yuan, and the yield was 13 million 200 thousand yuan.

Some media think the company's expansion capability is doubtful, but it may also be due to prudent consideration.

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