Which leading stocks should we pay attention to when the RMB depreciates?

Exchange rate is one of the factors that affects the direction of the stock market. So, what are the leading stocks for the depreciation of the RMB?

The first half of the year is coming to an end, and the mid-term performance forecasts of listed companies are becoming increasingly intensive. In particular, the listed companies in the textile industry that have outstanding stock performance in the first half of the year stand out and have become an important reason for the current mainstream fund-raising in the market. "Securities Daily" reporters found based on statistics that so far, 12 listed companies in the textile industry have disclosed performance forecasts, and 10 companies have reported positive performance forecasts, accounting for more than 80% of the total. Among them, Duokai predicts that the net profit attributable to shareholders of listed companies in the 2018 interim report will change by 250 to 300; Xiake Environmental Protection predicts that the net profit attributable to shareholders of listed companies will increase by a maximum of 115.05 in the first half of 2018. In addition, companies such as Ruyi Group, Xinye Textile, Mengjie Co., Ltd., Huafu Fashion, Luolai Lifestyle, Fuanna and other companies are expected to continue to grow in net profits in their 2018 interim reports, showing the strong performance of continued growth in industry prosperity.

In the secondary market, yesterday, the textile sector experienced collective changes during the session. The sector as a whole bucked the trend and rose by 0.85. The 32 constituent stocks in the sector outperformed the market (the Shanghai Composite Index fell by 1.05), accounting for nearly 90% of the total. . In terms of individual stocks, three stocks including Yanjiang Co., Ltd., Shanghai Sanmao Co., Ltd. and Huafang Co., Ltd. reached their daily limit yesterday. Two stocks, Jiansheng Group Co., Ltd. and Longtou Co., Ltd. also rose by more than 5, respectively, 7.81 and 5.21. In addition, Mercury Home Textiles, Luolai Life, Stocks such as Korrun, Taihua New Materials, Lutai A, Xinye Textile, Sanfangxiang, and Vosges rose significantly, all exceeding 1.

Although the A-share market is currently showing a trend of consolidation, the leading targets in related sectors have become important areas pursued by mainstream funds in the current market. Yesterday, there were 21 textile stocks in the sector that were favored by large-scale funds, and the total net inflow of large-scale funds reached 92.3658 million yuan. Among them, the net inflows of large orders for four stocks, including Shanghai Sanmao, Yanjiang Shares, Huafang Shares, and Fuanna, were all over 10 million yuan, which were 19.6196 million yuan, 18.0745 million yuan, 11.6974 million yuan, and 11.4908 million yuan respectively. In addition, Stocks such as Xinye Textile, Lutai A, Luolai Life, Xinlong Holdings, Vosges, Huafu Fashion, Longtou Shares, Jiansheng Group, Lugang Culture and other stocks also received over one million yuan in large order funds yesterday.

According to the "Securities Daily" reporter, recently, the World Brand Laboratory released the 2018 "China's 500 Most Valuable Brands" analysis report. The threshold for brand selection this time has been raised to 2.352 billion yuan, and the average value of the top 500 brands is as high as 36.892 billion yuan. Among them, China's 500 most valuable brands in 2018 were released, with 32 textile and apparel brands on the list. The only textile and apparel company occupying the top 50 on the list was Ordos, which ranked 46th on the list with a brand value of 93.156 billion yuan. , No. 1 in the textile and apparel industry.

Regarding the market outlook of the sector, Guosen Securities said that the correction of the sector has ushered in a good allocation opportunity, and it is firmly optimistic about the certainty of the growth of the leading sector and maintains the overweight rating of the sector. The trend of brand consumption upgrading in the low-line market is gradually emerging, and domestic brand channels are under Shen Xianfa has obvious advantages: he focuses on recommending Mercury Home Textiles, Luolai Lifestyle, etc., which have a well-established market layout in the mid- to low-end textile sector.

After the depreciation of the RMB, the textile industry has benefited the most at present, so the leading stocks you want should be found in the textile sector. In order to further narrow the scope, you can start from stocks that have already reached their daily limit. Just start screening individual stocks and conduct a comprehensive screening based on fundamentals and performance financial reports.