Pay Attention To Investment Opportunities Under RMB Devaluation: Textile Industry And Machinery Industry

On Monday, the market rose slightly, the disk changed greatly, and the whole disk changed greatly today.

The hot spot is mainly concentrated on a handful of heavyweights such as coal, but in the afternoon, the whole stock market turned upside down and the theme stocks began to dance.

Therefore, the market is relatively active in the afternoon market, but there is still a certain gap compared with the performance of the first two weeks. When the disk is still in the stage of shock finishing, it is more important to grasp the thematic investment opportunities.

In view of the decline in the RMB exchange rate against the US dollar for some time, the growth space that has benefited from the devaluation of the RMB will soon be shown, and we suggest that we should focus on such industries in the near future.

First,

Textile industry is one of the traditional export industries in China. In the past few years, influenced by the appreciation of the RMB exchange rate and the expansion of the stock market caused by the financial crisis, the textile industry appeared to be rather depressed.

Textile related stock prices are mostly at a relatively low level in the two cities, and the attractiveness of the entire textile industry has fallen sharply.

However, the situation has changed considerably since the beginning of this year. First, China's textile industry has been trying to enhance the popularity of its brand and gradually increase its brand share by absorbing the lessons of the financial crisis. Two, the export competitiveness of the textile industry is expected to be enhanced under the stimulation of the depreciation of the RMB exchange rate, and this year, the RMB exchange rate has depreciated significantly, which is an important factor in stimulating the textile industry.

Therefore, the performance of the textile industry stocks is expected to comply with this.

In the textile industry stocks, we are optimistic about two directions, one is the original.

The more prominent domestic textile industry, the leading shares of Luo Lai life and Meng Jie shares have a higher reputation and higher brand value.

Two, textile enterprises with strong production capacity, such as Lu Tai A.

Two. Machinery industry

China's terminal heavy machinery is also an advantage export industry.

At present, the export of heavy machinery is mainly in Southeast Asia. Price is a key competitive advantage. On the basis of exchange rate depreciation, heavy machinery fully shows the price advantage of machinery in Europe and America, which is an important point of gaining market share.

The poor performance of the earlier machinery industry is mainly due to the lower demand for infrastructure after the financial crisis.

With the development of the "one belt and one way" policy, the advantage of China's machinery products along the "one belt and one road" market will be re opened.