纺织服饰行业1月跟踪报告：整体平淡局部亮点0125.ppt

12-01,12-02,12-03,12-04,12-05,12-06,12-07,12-08,12-09,12-10,12-11,12-12,/,/,2013,1,2013,1,24,2012,18%,201116%,6.22011,4.5,19%,12,15%,2012,2013,021-6876 S1010510120059,2.8%,2011,17.2,2012,2000,0755-2383,S1010511040003,30%,300,19286,0.1%,20%10%0%,201210,2013,20%-1%,201114%-20%,25,-10%-20%-30%,2012Q1,20,15,50%-60%30%-50%,1.,2013,2.,3.,15%,2013,15,PE,2013,10%,13P/E=1513P/E=13,1,48-49,2013,13,PE,2,2012-12-242013,.2012-12-12,11N,EPS12E,13E,14E,11N,PE12E,13E,14E,PEG,3,2012.2012-10-7,42.70,1.09,1.65,2.19,2.90,39,26,19,15,0.79,4,2012,7,24.3015.98,0.600.30,0.940.48,1.300.72,1.881.01,4053,2633,1922,1316,0.630.74,.2012-7-27,4.7518.0215.9119.9945.79,0.200.820.891.142.66,0.271.131.171.282.67,0.351.411.251.552.90,0.441.751.611.863.70,2322181817,1816141617,1413131316,1110101112,0.640.650.780.760.97,56,2012.2012-06-272012 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0.3PCT,10.8%4%2.3%,1.9%,5,1101,1103,1105,1107,1109,1111,1201,1203,1205,1207,1209,1211,1301,1011,1101,1103,1105,1107,1109,1111,1201,1203,1205,1207,1209,1211,1301,1101,1103,1105,1107,1109,1111,1201,1203,1205,1207,1209,1211,1301,1001,1003,1005,1007,1009,1011,1101,1103,1105,1107,1109,1111,1201,1203,1205,1207,1209,1211,1301,/,2013,1,12 2011,2012,1-11,13 2012.1-11,2011.1-11,6.9,17.06.7,16.9,2.22.1,42.6,44.6,2012.1-112011.1-11.,1.92.32.73.13.53.5,2011.1-11,2012.1-11,4.06.3,23.2,26.2,5.5,10.8,15.4,%,6.1,0,5,10,15,20,2012,17,2011,20113282012,2011,2012,20111-11,14110%100%,2011-2013.1.,328328,156000,2010-2013.1,90%80%70%60%50%40%30%20%10%0%-10%-20%-30%-40%,400020000(2000)(4000)(6000)(8000)(10000)(12000)(14000),16 2010-2013.1.20,17,2011-201301328,32865/35(32s),(32s),350003000025000,/,410003800035000,/,32000,20000,29000,15000100005000,14,45011,600,26000230002000017000,25,90019,60019,268,wind6,2013,1,18 2011 2012H,2012,1-11,19 2011 2012H,2012,1-11,%40 34.03020100,2011N24.0,2012H 2012.1-1125.815.54.0 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HK210 HK1028HK1836HK3818 HK2331 HK2020 HK1910 HK589 HK,17.4610.302.8922.601.306.217.7216.647.02,0.690.660.201.480.06-0.300.680.940.81,0.820.750.251.590.060.110.521.110.92,0.950.870.321.710.070.300.531.280.94,251614152311189,21141214215615158,1812913192114137,1.240.930.441.902.24nana0.880.94,-,999 HK330 HK709 HK3998 HK891 HK,I.T,3.8211.127.522.354.84,0.380.480.460.220.33,0.350.10.520.220.37,0.430.450.580.240.42,1023161115,11111141113,925131012,1.60na1.182.741.02,-,14,2013,1,12E,EPS13E,14E,12E,PE13E,14E,PEG,1234 HK1698 HK,5.321.68,0.680.25,0.760.32,0.91,87,75,6,0.46na,-,321 HK551 HK2313 HK,7.3825.5017.68,0.882.401.84,0.442.642.10,0.662.872.42,81110,17108,1197,na1.050.57,-,Bloomberg,2013,1,23,EPS,15,-,“,”,Analyst CertificationiiiThe analysts primarily responsible for the preparation of all or part of the research report contained herein hereby certify that:(i)theviews expressed in this research report accurately reflect the personal views of each such analyst about the subject securities and issuers;and(ii)nopart of the analysts compensation was,is,or will be directly or indirectly,related to the specific recommendations or views expressed in this researchreport.,“,”,/,(,),(1),(2)/20131,300,20%,6,300,5%,20%,2,6300,6300,300300300300300,-10%5%10%10%-10%10%10%,48,1568,8,1,100125,22,200122,518048,26,Foreign Broker-Dealer Disclosures for Distributing to the U.S.This report has been produced in its entirety by CITIC Securities Limited Company(“CITIC Securities”,regulated by the China Securities RegulatoryCommission.Securities Business License Number:Z20374000).This report is being distributed in the United States by CITIC Securities pursuant to Rule15a-6(a)(2)under the U.S.Securities Exchange Act of 1934 exclusively to“major U.S.institutional investors”as defined in Rule 15a-6 and the SEC no-action,letters thereunder.,Z20374000,1934“,”,15a-6(a)(2),15a-6,