< p > the performance of this week's low performance and theme companies is relatively good: with the announcement of the China Daily and the announcement of the order meeting data, the industry has lost the vitality and the vitality of the stocks has been enhanced. Some of the subjects who had been depressed by the pessimistic expectations were rebounded in a short period of time. This week, men's clothing, public leisure, < a target= "_blank" href= "//m.pmae.cn/" > shoes < /a > products have better performance, but if the short-term fundamental problems are not solved, they need to be cautious.

Among the top 5 companies this week, in addition to Keno technology and a target= "_blank" href= "//m.pmae.cn/" > clothing "/a", the red bean group intends to set up the Bank of South of Jiangsu, which is expected to become the first licensed public funded bank; the small loan company of the bar shares cooperation with Ping An Bank; YOUNGOR has benefited from the concept of investment surplus such as the outstanding performance of bank shares and better real estate sales.

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< p > short term relatively optimistic performance rise or stable period of the company's current brand a target= "_blank" href= "//m.pmae.cn/" > clothing < /a > is in the adjustment and recovery period, the time and degree of different standard adjustment are not the same.

The earlier risk reduction or relatively low risk companies basically eliminated the downside risks. In the short term, they preferred relatively good performance in the second half of the year, such as the Semir stock and the home textile standard.

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< p > focus on the companies whose performance / expectation is likely to improve in 2014. The upgrades of card Nu Di road to "buy -B" are now being adjusted by companies in almost every subdivision, which need to pay close attention to the companies that are improving.

We mentioned in the last weekly report the situation of research on card slave road. We believe that under the more optimistic assumption, the new business of card slave road is expected to be effective early next year, thereby improving market expectations and contributing significantly to the performance in 2015.

This year is expected to become a low performance, and the company's investment rating is "buy -B". It is recommended to pay close attention to the progress of new business in the first half of 2014.

Later, some companies will be upgraded.

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< p > market performance: Shanghai and Shenzhen 300 rose 5.56% this week. < a target= "_blank" href= "//m.pmae.cn/" > textile < /a > clothing rose 4.44%; Shanghai and Shenzhen 300 rose 7.56% this month, textile and clothing rose 8.31%; since the beginning of this year, Shanghai and Shenzhen 300 fell 1.35%, and textile and clothing increased 6.11%.

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