53 Only 5 Of The Home Textile Companies Are Getting Warmer.
< p > after having experienced the "cotton price roller coaster", the injured a href= "http://www.91se91.com/news/index_f.asp" > textile and garment industry < /a > has not been able to slow down. Although the domestic cotton prices have been lowered under the support of policies, the performance of the listed companies in the textile industry is still poor.
Not only that, the clothing listed companies, which were originally emerging suddenly, began to go downhill in an environment of economic weakness.
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< p > according to statistics, 53 companies listed in the textile and apparel industry which issued early warning in 2014, 5 companies increased in advance; 15 companies increased slightly; 7 companies continued to gain; 1 companies turned around; 6 companies pre reduced; 8 companies slightly reduced; 6 companies lost the first time; 5 companies continued to lose.
From the above statistics, we can see that the listed companies in the textile and garment industry are expecting mixed emotions.
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< p > for this reason, analysts believe that there has been no obvious improvement in the fundamentals of the industry and there is no future trend in the future.
Downgrading the industry to "neutral".
And Shenyin Wanguo analysis report pointed out that from the expected situation, the textile and garment industry has not significantly recovered, plate adjustment is more.
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< p > < strong > de cotton share pre reduced 2239% < /strong > < /p >
< p > statistical data show that among the 53 companies that announced the early warning, 30 companies reported a negative increase in net profit year-on-year growth.
Among them, the net profit of TAM cotton shares fell the top of the list. The first half of the company is expected to lose the first time. Net profit is estimated to be -2000 yuan to -1500 million, down 2238.58% to 1703.93%.
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< p > the company explained the decline in its performance because "under the influence of the global economic downturn, the international and domestic market demand has decreased, and the consumer product grade has declined, resulting in a significant reduction in the company's operating income and profitability compared with the same period last year".
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< p > it is understood that the current German cotton shares are in the situation of external worries.
Since Zhejiang fifth quarter Industrial Co., Ltd. (hereinafter referred to as: fifth quarter industry) became a major shareholder of de cotton shares in 2011, the performance of < a href= "http:// www.91se91.com/news/index_c.asp" > de cotton shares < /a > has not been improved. Not only that, but in August 30, 2013, the fifth quarter industry pferred 15 million shares of its holding company to Shenzhen Mingxin Investment Co., Ltd. after the pfer, fifth quarter industries still held 30 million shares of the company (accounting for 17.05% of the share capital of the company) and remained the controlling shareholder of the company.
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"P", however, the reporter found that, as of the first quarter of this year, the German cotton shares of the fifth quarter of the shares of the 30 million shares of all shares in the hands of the pledge.
The 7 million 670 thousand and 900 shares held by the former major shareholder of Shandong de cotton Group Limited have all been frozen.
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< p > except for the German cotton shares, the net profit of the 6 companies of Thailand, *ST, Sanmao, Busen, Victor, Huarun, Jinhua and Hinur is expected to decline by more than 100%, and the decline ranges from 1382.65% to 857.93%, 678.08%, 410% to 380%, 369.79%, 257.38% to 244.26%, 137.55% to 137.55%, respectively.
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The cumulative growth rate of garment retail sales of zero enterprises has reached a new level. Two, from the basic point of view, since 2014, although the growth of some sub sectors has been divided, the inventory turnover has not improved, indicating that only a small cycle has entered the stock market. The improvement of men's wear, leisure and < a href= "http:// www.91se91.com/news/index_x.asp" > footwear > /a > and so on has been narrowed down. This shows that the current supply chain reform is still not yet coming. Clothing brands are in the tangle of new and old mode, and reform has a long way to go. Three, from the growth rate of orders in 2014, the home textile plate has upward trend, leisure has signs of stabilization, and no significant improvement has been made in other aspects, indicating that the overall performance of the garment sector will remain under pressure. < p > for the decline of the performance of the listed companies in the textile and garment industry, the above-mentioned Ping An Securities analysts believe that, first, terminal consumption continues to slump, and the first half of the year is restricted.
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< p > < strong > only 5 companies pre increase < /strong > /p >
< p > according to statistics, in the 53 textile and apparel listed companies that issued early warning, only 5 companies of Hongda hi tech, YOUNGOR, Kai Kai industry, Shandong Ruyi and Hai Lan home were increased. The net profit of the first 4 companies increased 50% to 80%, 70% to 90%, 215% or 350.50% to 397.64% respectively.
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< p > analysis report shows that traditional patterns and channels of clothing are still under pressure, innovative pformation enterprises perform better, and men's clothing at parity still keeps high growth.
According to the report, from the China daily data, all of the companies whose growth rate is over 20% are model innovation or channel innovation, such as Hai Lan's home, "high performance price ratio + direct business mode", which is expected to maintain the high growth of China Daily's 50% and become the leader of the textile and garment sector.
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< p > in addition to the 5 above mentioned companies, some of the garment companies in the clothing industry, such as the seven wolves, the Langer group and the card slave Road, are expected to decline in the middle of 2014.
Among them, the seven wolves predicted net profit fell 30% to 50% compared to the same period. The net profit of the group was 10% to 40% year-on-year, and the net profit of card slave road was down 50% to 80% over the same period.
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< p > for the performance of these garment companies, some people in the industry pointed out that the traditional brand clothing is still more expensive due to its high price ratio, low turnover and high homogeneity, especially the performance of high-end clothing.
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< p > people in the industry have pointed out to reporters that while the electricity supplier is rising, the share of the entity store under the line will be robbed, especially the clothing with higher price, which will be greatly affected by the sale of low priced clothing online.
"For example, the seven wolves' suits will be snatched away by a low price homogeneous product without the provision of more high-end services to consumers."
The industry insiders said.
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< p > in fact, following the large-scale closure of domestic sports brands, the seven wolves also closed 505 stores in 2013.
In addition, Daphne also announced in recent days that "the first half of the net shop 85."
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< p > for this kind of chain store closing tide, insiders pointed out that traditional brands must be pformed, and from the forecast of the newspaper, the companies with fast growth in performance are mostly companies producing parity products.
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