Printing and packaging into the quarterly season, the income has improved significantly
2024-08-20 10:22:34
As of October 11, the net inflow of funds in the light manufacturing materials industry in the past three trading days was 43.44 million yuan, accounting for 0.27% of the industry's circulating market value. The third-day capital inflows of Shenwan's first-class industry accounted for the first place in the market. Oriental Securities reported on October 9 that it expects the government to launch a new stimulus policy for the current weak economy after the successful completion of the change. Under the current domestic demand and export sluggish, we should pay attention to the demand creation brought by the government. According to the report, in the fourth quarter, the furniture, printing and packaging industries benefited from the peak season demand. It is expected that the orders will be greatly improved. From the historical performance of the stock price, the printing and packaging have obvious excess returns. As of midday today, the light industry manufacturing industry index rose by 2.55% in three trading days.
According to the textile network reported on October 8, the manufacturing PMI of China in September was 49.8%, up 0.6 percentage points from the previous month. The index has rebounded since May this year. Among them, the new order index, production index and new export order index of the textile and apparel industry are all above 50%, maintaining a good development trend. At the same time, the above three indicators of the textile industry are all below 50%. The Oriental Securities Research Institute said that the turning point of the textile industry has not yet appeared, the external market demand is still relatively low, and the textile sector as a whole is more likely to fluctuate. According to the research report, in a weak market environment, brand apparel enterprises with certain performance growth have better defensiveness.
According to the textile network reported on October 8, the manufacturing PMI of China in September was 49.8%, up 0.6 percentage points from the previous month. The index has rebounded since May this year. Among them, the new order index, production index and new export order index of the textile and apparel industry are all above 50%, maintaining a good development trend. At the same time, the above three indicators of the textile industry are all below 50%. The Oriental Securities Research Institute said that the turning point of the textile industry has not yet appeared, the external market demand is still relatively low, and the textile sector as a whole is more likely to fluctuate. According to the research report, in a weak market environment, brand apparel enterprises with certain performance growth have better defensiveness.
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