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Chemical Fiber Industry Spandex Plate "Counter Attack" Deduct Rebound Market

2014/2/9 10:09:00 180

Chemical Fiber IndustrySpandex PlateBlue ChipHuahai SpandexBlue ChipsQuotationsNews

< p style= > text-align: center > > img border= '0' align= 'center' alt= '"src=" /uploadimages/201402/09/20140209101121_sj.JPG "/ > /p >


< p > despite the continuous adjustment of non-ferrous metals, coal, construction, real estate and other cyclical industries for more than a year, another part of the cyclical industry is not slack in the off-season. Besides the chemical industry's frequent attention by the market, the < a href= "http://sjfzxm.com/news/index_s.asp" > chemical fiber industry also < /a > shows the characteristics of the industry's counterattack.

Yesterday, on the news of price rises, the spandex plate in the chemical fiber industry staged a small blue chip era, and the whole sector rose to restore the valuation gap.

< /p >


< p > according to the Shanghai Daily, the spandex plate leader "a href=" http://sjfzxm.com/news/index_s.asp "Huahai spandex < /a" will raise the price of 20D, 30D and 40D from 1000 yuan / ton in February 1st, and many other enterprises plan to raise the price after the Spring Festival.

Although the spandex industry is in the traditional off-season, the average stock days are only 25 days, compared with the 40 days in the same period last year.

< /p >


< p > under this news stimulation, the spandex plate in the chemical fiber industry yesterday strengthened as a whole, and the plate index rose 1.10%.

At the close, Huafeng spandex rose 4.37%, to 9.52 yuan; Taihe new material rose 3.68%, reported 7.88 yuan; Yu Fu shares rose 2.76%, reported 5.95 yuan; Xinxiang chemical fiber rose 0.75%, reported 2.69 yuan.

< /p >


< p > He Wu, an investment adviser of Shenyin and Wanguo, pointed out that, "a href=" http://sjfzxm.com/news/index_s.asp "> spandex < /a > the downstream demand of the industry is increasing faster and the new production capacity is less. This is the main reason for the low inventory.

With the revival of downstream textile and garment enterprises, the gradual completion of domestic brand clothing inventory and the extension of spandex application scope, the growth rate of spandex is expected to remain at around 15%, while there is no new capacity in the first half of 2014, and the growth rate in 2014 and 2015 is expected to be 5.8% and 5.5% respectively.

Therefore, the spandex industry boom is expected to continue upward.

< /p >


< p > He Wu thinks that "spandex industry" is one of the periodicity < a href= "http://sjfzxm.com/news/index_s.asp" > blue chip < /a >. Like chemical industry, it shows a few trend of industry boom.

As the downstream industry to drive the development of upstream supply, the spandex industry is expected to continue to play a small blue chip era.

From the technical perspective, the overall adjustment of the spandex plate is basically complete, and the upward trend is basically completed. The medium and long-term upward space is very large. Therefore, as a blue chip valuation repair representative, it is still expected to continue to deduce the rebound market.

< /p >

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