Clothing Industry Is A Warm Trend To Stock And E-Commerce Development Is Crucial

With the discovery of the semi annual report, the disclosure of semi annual reports of A share apparel industry listed companies began.

Judging from the disclosed performance notice,

Most of the industry's listed companies have turned around.

According to statistics, in the 18 garment enterprises that have announced the first half performance notice, 13 predicted net profit increased compared with the same period last year, of which 7 net profit increased by 50% over the same period last year.

The net profit of 002293.SZ, a garment production and export enterprise, is expected to increase the most, up by 1430%~1530% compared with the same period last year.

In the first half of 2015, the company achieved operating income of 860 million yuan, an increase of 52.02% over the same period last year and a net profit of 109 million yuan attributable to shareholders of listed companies, an increase of 47.39% over the same period last year.

Search is mainly engaged in the design and sales of leisure apparel brand "tidal front".

For the reasons for the growth of performance, the search company said that during the reporting period, the company strengthened internal management, but also promoted the terminal sales performance by shutting down bad shops and supporting quality stores.

Search on the special side said that the company's fast fashion mode after 2014 year of exploration and running in, has been gradually improved, leading to the growth of terminal sales performance.

The model will be one of the core businesses of the company's future development.

In addition to search, the clothing industry also includes American Apparel.

, LAN Zi shares,

17 listed companies, including costumes, released their performance forecasts.

According to statistics, of the 17 companies that have announced performance forecasts, 13 companies expect net profit to grow year-on-year, while Jin Fei Da, Lei Yi B, Hinur, Kaiser shares and Maison cultural profit have increased by more than 100%.

Among them, the net profit increased by 1530%.

But Kim Feida said that the reason for the growth was the company's 100% stake in Nanjing's Amperex Technology Limited in May this year.

According to the upper limit of the profit forecast of the published annual reports, the net profit in 2015 increased by 8.25%, while the actual net profit in the same period in 2014 dropped by 20.44%.

In this regard, Haitong Securities Jiao Juan believes that the textile and clothing industry reported a significant rise in performance forecasts.

Its analysis shows that the garment industry has brought about a natural recovery after the burden reduction.

At the same time, leading enterprises take advantage of resource advantages, actively layout and pformation, and their growth rate has continued to improve year-on-year.

And George White, card Nu Di Road, seven wolves, blue posture and Mei Bang clothing, the 5 companies net profit has dropped compared with the same period, the United States bonnet clothing net profit is expected to decline the largest.

According to its first quarterly report, in the first half of this year, the United States apparel industry is expected to achieve a net profit of -1.5 billion yuan ~0 billion yuan, compared with the net profit of 179 million yuan a year last year, the largest decline in American Apparel net profit was 183% over the same period last year.

For the reasons for the decline, the United States and costumes explain, the company's Internet strategy is actively promoting, the direct battalion will gradually step out of the low performance, and join the adjustment lags behind the direct battalion, so the first half of this year will see a certain decline.

Due to the overall downturn in the consumer environment, the garment industry has been weak in recent years, and its inventory is high. But in 2014, with the development of enterprises' inventory movement and e-commerce, the garment industry showed a trend of warming.

Transformation has already begun in the garment industry.

In the first half of 2015, he announced that he would invest in Guangzhou Hui Mei, which owns the Amoy brands such as "Yin man" and "Chu Yu", while investing in online education, "research in China," and Semir clothing and American Apparel are also making efforts in the field of mobile e-commerce.

"The growth rate of each sub sector has been continuously improved, despite men's clothing,

The performance has not yet achieved positive growth, but the decline narrowed significantly, and is expected to turn positive in the second half. "

Ping An Securities analyst Yu Xuhui believes.

It pointed out that "the big pattern pformation is still the future" real gold ".