5 Spandex stocks rose against the market to meet the peak season

Yesterday, in the case of shocks in the Shanghai and Shenzhen markets, the spandex segment rose sharply again. Among them, two stocks, Huafeng Spandex and Taihe New Materials, closed at the daily limit.

The data shows that since the beginning of this year, spandex prices have been in the trend of rising prices. Among them, from January to June, the average price of spandex 40D varieties rose by 2,000 yuan/ton to 3,000 yuan/ton. At the end of July, the beneficiary industry continued to pick up, and the industry conference reached a price increase of 2,000 yuan/ton for each species. protocol. It is worth mentioning that, analysts said that in the coming September will usher in the spandex season of the spandex industry, so in the spandex industry conference at the end of August, the prices of all varieties continued to rise and they were generally recognized by the market. In this context, the spandex market became the focus of the market.

Specifically, in the six stocks of the spandex segment yesterday, apart from the daily limit of two stocks, Huafeng Spandex and Taihe New Materials, there were also three different levels of increase. They were Xinxiang Chemical Fiber (4.69%) and Woori Holdings. (2.53%) and Four Seas (0.96%).

From the perspective of performance, the spandex industry also received bright transcripts in the first half of the year as the industry boomed. Of the four listed companies in the industry that have disclosed the mid-year report, two have succeeded in turning losses. They are Huafeng Spandex (361.09%) and Xinxiang Chemical Fiber (101.56%). The Four Seas and Taihe Xincai, the net profit attributable to the parent company in the first half of the year also increased by 153.42% and 22.90%. It is worth mentioning that Yuli Holdings (996.11%), which ranks first in terms of year-on-year growth in net profit forecast for interim results, is expected to disclose its results on August 29th. Investors can pay attention in due course.

From the perspective of institutional holdings, among the four companies that have disclosed the interim report, three companies have appeared in the top ten shareholders of tradable shares. Among them, Huafeng Spandex has 3 companies** hold 1505.91. Million shares, Taihe New Materials 4 ** hold 1277.15 million shares, Xinxiang Chemical Fiber has 1 insurance holding 394.19 million shares.

Industrial Securities said that it is expected that the spandex industry will maintain a better supply pattern from 2013 to 2014, and although the recovery of the downstream textile and apparel industry is slightly slower, the consumption of spandex has increased under the trend of consumption upgrade, and the recovery of demand has been stronger than that of textiles. Raw materials as a whole, spandex industry is expected to continue upward. Since the end of June 2013, some spandex varieties have been raised twice due to tight supply, and it is expected that there will still be upward room for prices to enter the peak season.