The Second Meaning Of "Strategic Cooperation" Event: The Pformation Of Clothing Enterprises Hints At Lights.

In the past two days, a major event took place in the retail industry. In August 10th, Alibaba group and Suning cloud Merchants Group jointly announced a comprehensive strategic cooperation.

Su Ningyun will subscribe no more than 27 million 800 thousand shares for 14 billion yuan.

New issue shares.

Alibaba group will invest 28 billion 340 million yuan to participate in the non-public offering of sunning cloud business, accounting for 19.99% of the total share capital issued, and become the second largest shareholder of Suning cloud business.

More and more "strategic cooperation" events

The giants are united.

An obvious trend is that the cooperation in the retail industry is becoming more and more frequent.

In the clothing industry, the same thing has begun to take place. There have been many "strong and strong" strategic cooperation events during the year.

YOUNGOR and CITIC share strategic cooperation, invest billions of CITIC shares.

YOUNGOR announced in June 10th that the company signed a strategic cooperation agreement with China CITIC Limited by Share Ltd. The two sides agreed to set up the two sides' strengths to jointly seek and seize major strategic opportunities in China and the global market, and to cooperate with each other, utilizing their existing resources, channels and advantages to cooperate and provide business partners with convenience and support to enhance their value.

Then in July 17th, YOUNGOR announced that its wholly owned subsidiary, Xin Ma international, subscribed for 859 million shares of CITIC new shares at a price of HK $13.95 per share, with a total paction value of HK $11 billion 986 million.

The move is aimed at consolidating the already established strategic partnership between the two sides and promoting it through CITIC stock platform.

Strategic resources and business opportunities at home and abroad promote company pformation and enhance profitability and influence.

In terms of sportswear, Lining and millet jointly push intelligent running shoes, and explore the application of big data in the health field; 360 degrees have launched Baidu anti lose intelligent shoes with Baidu, and signed a strategic framework agreement with music sports. The two sides will work together in the design, research and development, production, App application, project promotion and marketing of intelligent sports equipment.

In June, XTEP announced a strategic cooperation plan with Chi Mei Group. The two sides will set up a joint venture to cooperate in the operation of the event, brand promotion, market development of innovative sports equipment, and the layout of the industrial chain.

It is worth mentioning that in addition to the strategic cooperation that has already been reached, BELLE and Tmall once launched a cooperation scandal.

In May, it was reported that Tmall mall signed a strategic cooperation agreement with BELLE group. In the future, it will carry out deep cooperation in various aspects such as goods, marketing, O2O, membership value and so on.

[observation] behind the "strategic cooperation": deal with reality, integrate resources, and layout the future.

The purpose of strategic cooperation is win-win. It is a synergy effect that requires the two sides to bring their core resources and advantages into operation.

Strategic cooperation is not only about stocks, not only investment, but also on the macro layout and long-term considerations. The factors contributing to the strategic cooperation between the two sides are more macroscopic and fundamental.

Although each garment enterprise has different individuals and different partners, its purpose is different.

However, as a part of the trade and mass consumption, we can observe some common characteristics of the garment industry.

The first is the biggest background: the economic background.

China's economy has entered the "new normal", and this year is more "normal". It has worries about deflation and worries about overcapacity.

Faced with this macro background, enterprises need to find new outlets, new boundaries, new ways to increase efficiency and reduce costs, which will lead to more strategic cooperation events.

Take Alibaba as a matter of fact, Alibaba is developing strategic cooperation, behind which is its low share price and poor performance.

Such as Alibaba, all need to face the big environment and seek a new outlet under the line.

Next is

In the process of pformation and adjustment, structural differentiation has begun. After a large-scale homogenization stage, development strategy and mode are more important. Strategic cooperation can become part of the development strategy and mode of enterprises, and promote enterprises to form new competitive advantages.

YOUNGOR's HK $10 billion investment has grabbed eyeballs. On the face of it, this is a big investment for YOUNGOR, but more importantly, YOUNGOR's strategic cooperation agreement with CITIC shares before CITIC shares has been introduced into the two international comprehensive groups as the strategic investors before the CITIC shares, which is equivalent to pushing YOUNGOR to the same level. YOUNGOR can get a broader cooperation platform to take the road to the comprehensive group.

In addition, in the specific areas of cooperation, a key point is the integration of channel resources and the layout of larger markets.

AOKANG and Skech cooperation, Skech is the second largest sports shoes brand in the United States, the product strength is strong, the domestic channel mainly concentrates on the second tier city department store and the shopping center, but the Kang Kang has the experience and the resources which opens the street shop in the two or three line city, but AOKANG will take the big shop in the future, takes the shopping center channel, Cage Cage needs the channel to sink, the two sides may mutually complement, occupy the channel resources.

And the cooperation between Hai Lan's home and Wanda, the sea Lan's home has the priority contract right of property rental in some areas of Wanda Plaza, which is used to open stores and enhance the ability of channel control and expansion.

It is worth mentioning that the rapid development of the new economy has also contributed to the emergence of more business cooperation.

Internet plus, big data, industrial 4 and other new economic models have also promoted the marriage between traditional clothing industry and new economic enterprises. The strategic significance of this cooperation is more about the sharing and excavation of big data and consumer value, and the new models, new opportunities and new values that may be created from them.

From this observation, the strategic significance of "strategic cooperation" lies in finding new directions, creating new spaces and forming new competitive advantages for garment enterprises in pformation and upgrading stage, which is the only way for garment enterprises to pform.