Xinjiang cotton be related ferments continuously, cause series chain reaction.
Suffer afore-mentioned message effects, capital market respect, dress spin concept rise in succession. End at present, search at special (002503.SZ) , day sows vogue (dress of 603196.SH) , beautiful country (the stock such as 002269.SZ) is consecutive already two days of harden, hai Lan's home (600398.SH) , billow Sha share (7 600137.SH) , wolves (bird of 002029.SZ) , announce good news (002154.SZ) wait to go up greatly.
And in field of harbor stock market, how to step sports (02020.HK) , Li Ning ((02331.HK) , special pace international (01368.HK) waited for company of domestic movement brand to also appear of different level rise.
Be in actually 2020 under epidemic situation, brands of a lot of foreign capital dress got in the whole world bigger impact, library of garment of such as H&M, actor, be able to bear or endure the battalion such as gram, Adidasi closes to glide considerably.
It is with H&M exemple, its are newest announce money newspaper showed first quarter 2021, group clean sale drops compared to the same period 21% , declining tendency is blocked hard. Its signed up for 2020 show, h&M is Ke Lang of 2.917 billion Sweden in clean sale of China (amount to RMB 2.213 billion yuan) , drop than 2019 7% . And Didasinian signs up for A of another sports tycoon to show, battalion controlled the company 2020 nineteen billion eight hundred and forty-four million euro, decrease compared to the same period 16.06% . Among them battalion of big China area receives 4.428 billion euro, in various places of its whole world battalion receives the seniority in the forehead the 3rd.
The personage inside many course of study thinks, unlike product of science and technology, the optional consumable such as dress can replace a gender very strong, if incident continues to ferment, the situation with spin dress current market perhaps can appear the change of certain level.
A when letter negotiable securities released a few days ago in " home products becomes self-improvement: Chinese dress brand rises abruptly quickly " in studying a report, express, "China already made the main market of international dress brand, company money signs up for data related the basis, chinese inland occupies sale of H&M whole world to make an appointment with 6%-7% , hold sale of NIKE whole world about 20% the left and right sides. We are judged, international brand refus is not repentant related if, generation will be sold in Chinese market to its bigger negative effect, at the same time this incident still will is opposite trade situation and industrial catenary appear on the market the company produces bigger effect. At the same time this incident still will is opposite trade situation and industrial catenary appear on the market the company produces bigger effect..
Feng Chongguang of analyst of letter negotiable securities thinks benefit of this Xinjiang cotton incident is very outstanding and homebred in recreational dress brand and homebred bibcock kit act the role of a brand, also be an opportunity to its, can borrow situation increase promotion market share.
One of day wind negotiable securities grinds the newspaper thinks, h&M product already was fallen to wear by business of much home appliance at present, how does home products step at the same time express to exit BCI, sequel predicts or more country brand will continue to use Xinjiang cotton; This orgnaization thinks this arouses effect home market to consume enthusiasm to home products; In addition in last few years compatriots advocates to foreign brand degree reduce somewhat, approbate progressively promotion to home products, more favour character and fashionable union and rather than choose exotic blindly; Force of home products brand, spending power or will farther systematization will be strengthened henceforth.
Suffer this message effect, be able to bear or endure gram, A Di issues defeat considerably in capital market. Below the circumstance that rebounds in yesterday evening US stock, be able to bear or endure gram dish in drop nearly 6% , close finally drop 3.39% ; Adidasi dropped in German Frankfurt bourse on March 25 even more 6.49% .
Notable is, to be able to bear or endure the spin of the acting labour such as library of garment of gram, Adidasi, actor makes a tycoon Shen Zhou international (02323.HK) also suffer this negative news effect, successive already two days drop greatly. According to this group money newspaper shows first half of the year, realized income first half of the year 2018 9.16 billion yuan of RMBs, grow 10.8% compared to the same period, net profit grows 21.1% to reach 2.178 billion yuan compared to the same period, wool interest rate rises 0.6% to 32.3% .
Nevertheless, zheng Yiming of negotiable securities analyst thinks in, production end or affect somewhat, but predicting influence is minor. Look in him if this incident ferments continuously, brand of a few international can happen in Chinese business turn, right manufacturer is affected somewhat. The yield that because consider business,holds more outstanding than reaching manufacturer can be rare be short of a gender, predicting influence extent is lesser, and effect time may be relatively short-term, so need not excessive and anxious.
