Chinese Brand Clothing 2012 Performance Is Lower Than Expected.
< p > up to 19 days, according to Wind statistics, 21 brands, < a href= "http://www.91se91.com/" target= "_blank" > clothing < /a > listed companies, 15 enterprises disclosed their 2012 performance notices, 8 of them increased in advance, 5 expected net profit fell compared with the same period last year, 2 yuan continued to gain. Analysts pointed out that the retail terminal has not significantly improved, inventory backlog and other issues are still troubling clothing enterprises, the annual performance in 2012 is expected to be lower than expected. < /p >
< p > in addition, according to the latest statistics of the China National Business Information Center, the sales volume of clothing sales of hundreds of key large retail enterprises in China grew at the lowest level in nearly ten years in 2012. < /p >
< p > < strong > performance is lower than expected < /strong > < /p >
< p > the latest statistics of the China National Business Information Center, in 2012, the retail sales of clothing commodities of hundreds of major retail enterprises in the country increased by 12.3% over the same period last year, 8.1 percentage points lower than that in 2011, and clothing sales increased by 2% over the same period last year, a 2.9 percentage point slower than the same period last year, the lowest growth rate in nearly ten years. < /p >
< p > some listed companies are also unable to escape the embarrassment of declining performance. Of the 15 clothing listed companies that have announced their performance forecasts, 5 expected net profit fell year by year. Among them, Semir < a href= "http://www.91se91.com/" target= "_blank" > dress < /a > is expected to achieve net profit of 612 million yuan -9.79 billion yuan, down 20%-50% over the same period. The company said that revenues will decline over the same period last year as a result of macroeconomic slowdown, rising terminal channel costs and intensified market competition. < /p >
< p > the industry generally expects that the overall performance of the garment industry in 2012 will be lower than expected. Shenyin Wanguo said in its report that the growth rate slowed down significantly in December last year, on the one hand, it was related to the early start of retail sales promotion in the fourth quarter of 2012, the intensity of discount and the duration of the cycle. In addition, after the four quarter, the weather turned colder, and clothing consumption was released in advance in October and November and overdrawn in December. < /p >
< p > recently, 3 listed companies issued a downward revision of performance announcement. Hundred round pants industry said, due to the raise investment project in the breeding stage, cost increase, macroeconomic and network sales impact, the company's performance was revised to net profit fell 0-3%. Kaiser shares forecast net profit attributable to shareholders of Listed Companies in 2012 was 37 million 224 thousand and 800 yuan -4581.51 million, down 20%-25% compared with the same period last year. < /p >
< p > however, in the 15 clothing listed companies that have announced the performance forecast, the performance has increased by 8, among them, the growth rate of search and special card road has increased by more than 50%. According to the performance report of card slave Road, in 2012, the company's operating income was 636 million yuan, and its net profit attributable to shareholders of listed companies was 168 million yuan, up 53.2% over the same period last year, higher than the market expectation. Analysts say it is estimated that in the next three years, the expansion will continue to be the driving force for the company's performance growth. It is expected that the number of shops will reach more than 1000. < /p >
< p > < strong > expected improvement in the second half of the year < /strong > /p >
< p > "the bottom of the industry is forming and recovery is still waiting." Analysts pointed out that there is no substantial improvement in terminal sales. < /p >
< p > the retail sales of brand clothing in the golden year of the Spring Festival in the snake year are rather dull. According to the Ministry of Commerce monitoring data, new year's Eve is at the beginning of the month six, the national key monitoring retail and catering enterprises sales amounted to 539 billion yuan, an increase of 14.7% over the Spring Festival in 2012, of which clothing, < a href= "http://www.91se91.com/" target= "_blank" > shoes < /a > hat sales increased by 6.3% and 7.5% compared with the same period, the growth rate was lower than that of gold, silver jewelry, food and beverage retail industry. < /p >
< p > "it is estimated that the lowest growth rate of net profit of apparel listed companies will appear in the first quarter this year." Shi Hongmei, an apparel industry analyst with Orient Securities < a href= "http://www.91se91.com/" target= "_blank" > textile > /a, said that the clothing industry will show a low and high trend in 2013, and the inventory in the first half is still the main keynote. < /p >
< p > analysts pointed out that if there is a significant improvement in the retail terminal in the first quarter, the enthusiasm of the franchisee to pick up the goods will increase, and the order will increase in 3-4 months and autumn and winter, and the business in the second half of this year is expected to improve. < /p >
< p >, however, from the 2013 spring and summer order meeting of listed companies, the overall growth rate of a href= "http://www.91se91.com/news/index_s.asp" > clothing category < /a > in the first quarter of this year will remain within single digits. Galaxy Securities analyst said that although this quarterly performance is still under pressure, it can still focus on growing companies. Canal NDI road has been developing rapidly, and it is expected to maintain a relatively fast growth this year. < /p >
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