伴随着美国“财政悬崖”的顺利解决，美元指数近期亦获得了较大的提振，而1月4日美国劳工部公布的12月非农就业人口数据亦明显好于预期，则成为了美元升值的催化剂。虽然此前人们一度对非农就业人口抱以相当悲观的预期，但公布的相关数据却给人们带来了一个不大不小的惊喜，受此影响美元指数再次获得提升。数据显示，自2013年以来截至1月4日美元/日元88.16，累计上涨1.64%，；美元/欧元0.76，上涨0.9%；美元/英镑0.62，上涨1.08%。

Along with the United States"Fiscal cliff"Smooth solution of the,$index also won a major boost in the near future,And jan. 4 December announced by the U.S. department of labor of non-agricultural employment population data is obviously better than expected,Has become the catalyst of the dollar.Even though people had once to non-agricultural employment population had a fairly pessimistic expectations,But the data released by the has brought people a little a lot of surprise,Affected by the dollar index promoted again.Data showed that,Since 2013 by the end of jan. 4 dollar/yen 88.16,Has risen by 1.64%,;Us dollar/euro 0.76,Rose 0.9%;$0.62 pounds,Rose 1.08%.

　　据美国劳工部1月4日公布的数据显示，美国12月季调后非农就业人口增幅略超出市场预期，失业率亦高于预期。数据显示，美国12月季调后非农就业人口增加15.5万人，预期增加15.0万人；11月修正为增加16.1万人，初值为增加14.6万人；10月修正为增加13.7万人，初值为增加13.8万人。同时，美国12月失业率为7.8%，预期为7.7%，前值修正为7.8%，初值为7.7%。分项数据显示，美国12月季调后制造业就业人口增加2.5万人，预期持平，前值修正为增加0.5万人，初值为减少0.7万人。

According to the U.S. department of labor according to the ministry data released on January 4,American and Chinese rose after the non-agricultural employment population growth is more than market expectations,The unemployment rate is also higher than expected.Data showed that,American and Chinese rose after the non-farm employment population 155000 people,Is expected to increase to 150000 people;November correction for an increase of 161000 people,The initial value for the increase of 146000 people;October correction for an increase of 137000 people,The initial value for the increase of 138000 people.At the same time,The U.S. unemployment rate is 7.8% in December,Expectations for 7.7%,The correction value of 7.8%,The initial value of 7.7%.Partial data shows,American and Chinese rose after the manufacturing employment population increase of 25000 people,Is expected to flat,The correction value of increase of 05000 people,The initial value to reduce 07000 people.

　　分析人士认为，此次发布的非农就业报告有能力扩大或逆转美元走向。在“财政悬崖”刚刚解决之际，日前公布的美国非农就业数据可谓众人瞩目，目前的非农就业新增15.5万人，高于前个月的14.7万人。另一方面ADP就业报告远强于预期(新增21.5万人，预期新增14万人)，也从侧面肯定了非农就业报告强于预期的必然性。

Analysts believe that,The non-agricultural employment report released by the ability to expand or reverse $.In the"Fiscal cliff"Just to solve the,Released in the United States non-farm employment data is all attention,The non-agricultural employment increased by 155000 people,Higher than the previous month's 147000 people.On the other hand, ADP jobs report is far stronger than expected(Increased by 215000 people,Expected increased by 140000 people),Also from the side must be the non-farm payroll report the inevitability of stronger than expected.

　　另一方面，近日美联储发布的12月11-12日FOMC会议纪要中提到有可能在2013年底之前停止QE3，也对美元形成了一定支撑，美元和日元兑大多数国际主要交易对手的汇率均有所上涨，欧元/美元进一步下跌，美元/日元再次反弹，之前日元空头出现了一部分获利了结，对汇价造成了一定打压；商品货币也表现疲软，尽管澳元之前受到中国PMI提振，但是美联储的宽松预期松动对澳元、纽元和加元都构成了打压。

On the other hand,Recently issued by the fed on December 11-12, the FOMC meeting minutes mentioned may stop QE3 before the end of 2013,Against the dollar has also formed the certain support,Most of the dollar and the yen exchange rate in major international trading have been rising,The euro/dollar fell further,Dollar/yen rebound again,Short yen to appear before a part of the profits,The dollar caused some down;Commodity money is weak,Despite a $before China PMI boost,But the fed's loose loose to expect a $/Newcastle and c $all constitute the suppressed.

　　在美元汇率或将出现拐点的背景下，国内股票市场中的纺织服装、轻工、电子设备等出口型行业将获得重大利好，在外贸出口等环节收益。

In us dollar or will appear under the background of inflection point,Textile and apparel in the domestic stock market/Light industry/Electronic equipment such as export-oriented industry will get big gains,In foreign trade export of income.

　　国金证券认为，预计纺织服装行业2013年的出口形势将略有改善，即美国继续缓慢振荡的复苏过程，对欧盟出口继续下滑空间不大，可能继续筑底。出口形势的变化，加上行业整合继续，有望提升龙头企业的盈利能力。从全球纺织业的产能转移趋势来看，尽管劳动力成本上升导致中低端订单外流，但中国作为全球纺织工业的最主要的制造基地竞争优势依然存在，最大的竞争优势在于产业配套齐全，能够按时按量保质完成国外企业的订单，特别在中高档产品方面优势明显。上市公司中不少企业专注主业，不断提升产品档次，未来有望实现业绩增长。

The gold stock,Textile and apparel industry is expected in 2013 the export situation will be improved slightly,Is the United States continue to slow oscillation of the recovery process,Exports to the European Union to continue down the space is not large,Can continue to build.Export of the change of the situation,Plus the consolidation to continue,To improve the profitability of enterprises.From the capacity of global textile industry trend,In spite of the rising labor costs lead to low-end order outflow,But China as a global textile industry remains the main manufacturing base of competitive advantage,Complete the biggest competitive advantage lies in the industry,Be able to complete the order of the foreign enterprises quantity and quality and on time,Special advantages in high-grade products.Many enterprises in the listed companies focus on its main business,Continuously improve product class,The future is expected to achieve growth.

　　从投资的角度来看，品牌零售企业的基本面底部尚未到来，相对看好出口制造类企业2013年的海外需求，尤其是美国需求的改善，加之目前产能整合开始见成效，预计2013年制造类纺企业业绩存在增长可能。建议关注伟星股份、百隆东方、华孚色纺、鲁泰A，以及可能的化纤价格反弹。

From the point of view of investment,Brand retail enterprise the fundamentals of the bottom has not yet come,Relatively good export manufacturing enterprise of overseas demand in 2013,Especially in the United States needs improvement,And production integration are now starting to see results,In 2013 is expected to manufacturing spinning enterprise performance has a potential growth.Suggestions concerned weixing shares/BaiLong east/HuaFu color spinning/Meanwhile we A,And possible chemical fiber prices rebound.