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    The Upward Trend Of Textile And Garment Industry Shows That Demand Side Improvement Is Still Waiting For Some Time.

    2015/10/30 16:54:00 28

    Textile And Garment IndustryThird QuarterIndustry + Investment

    In recent years, under the background of the adjustment of domestic retail environment and the pressure faced by the seven wolves, the company has begun to try to invest in consumer goods and the financial sector while promoting the pformation from wholesale to retail. In 2015, the company made clear the way of operation from "pure industry" to "real industry + investment".

    As of October 26th,

    Textile and garment industry

    11 listed companies disclosed three quarterly reports in 2015, of which 10 companies were profitable, and only 1 reported losses.

    Statistics show that Hai Lan's home, hang min shares, fuanna, Weixing shares, seven wolves, Pathfinder, Xinye textile 7 companies in the first three quarters of 2015, the net profit of shareholders belonging to parent companies exceeded 100 million yuan, respectively, 2 billion 290 million yuan, 338 million yuan, 250 million yuan, 201 million yuan, 182 million yuan, 147 million yuan, 101 million yuan.

    In the listed companies with the above net profit of over 100 million yuan, the net profit of shareholders belonging to the parent company in the first three quarters of 2015 ranked first in net profit.

    The company's three quarter results announcement in 2015 showed that the company realized revenue of 11 billion 320 million yuan during the reporting period, an increase of 39.04% over the same period. The net profit attributable to shareholders of listed companies was 2 billion 290 million yuan, up 41.95% over the same period last year, and the net profit was 2 billion 250 million yuan, an increase of 50.98% over the same period.

    People's livelihood securities issued a research report, "as we expect, the company will accelerate its sales in the second half of the year.

    The third quarter

    Hai Lan brand has more than 60 outlets, and the total number of stores is about 3450. In 2015, the focus of store development is still on changing stores, not increasing the number of terminals radically, and upgrading the quality of store stores by changing stores.

    Haolan's home financial report shows that the company achieved revenue of 11 billion 320 million yuan in the first three quarters, an increase of 39.04% over the same period last year, with an income of 360 million yuan for the electricity supplier, an increase of 110% over the same period last year, and a net profit of 2 billion 290 million yuan, an increase of 41.95% over the previous year. The gross gross profit margin was 39.8%, basically unchanged from the same period last year.

    Among them, the company achieved 3 billion 390 million yuan in the third quarter, an increase of 37.79% over the same period, and a net profit of 620 million yuan, an increase of 61.9% over the same period last year, higher than 36.9% in the second quarter.

    Another brokerage analysts believe that the company will invest 1 billion 307 million yuan to build intelligent logistics warehouses, to complete investment in construction investment within two years, and complete all the liquidity investment within 3 years after commissioning.

    At the same time, the company expanded its layout in the second tier cities, opened flagship stores and image stores, and expected growth in performance in the next two years.

    In addition, reporters collate statistical data found that in the above 11 companies, seven wolves, Pathfinder and Dayang creation 3 companies in the first three quarters of 2015, net profit attributable to shareholders of the parent company declined, the decline was 20.36%, 17.88% and 9.46%.

    Among them, the net profit of the seven wolves in the first three quarters of 2015 belongs to the parent company's largest decline, a drop of 20.36%.

    The company expects net profit in 2015 to decline from 0% to 30%.

    Shi Hongmei, a researcher at Orient Securities, believes that the decline in gross margin is one of the main reasons for the decline in corporate earnings.

    Due to the terminal downturn

    Business structure

    Changes (the proportion of electricity supplier income increased), the first three quarters of the company gross margin fell 4.26 percentage points year-on-year.


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