2016 The Future Development Direction And Space Research Report Of Garment Industry

Although every year we will say that this year is a special year, but looking back on the past few years, and looking forward to the next few years or even longer, for the clothing industry, we can still say that 2015 is a very meaningful and special year, not only because it has gone through the wind and rain, but also has a link between the past and the future.

In 2015, enterprises were faced with the impetus and influence of multiple structural factors. These factors "directed" all kinds of presentations of garment industry this year, and also drove the future direction and space of the garment industry and enterprises.

The end of 2015, which will be the end, will also be a new starting point.

The market is not good, and the recovery is continuing.

Overall, in 2015, the development of the garment industry was also facing resistance while maintaining growth.

In the first 11 months of 2015, retail sales increased by 10.6% compared with the same period last year, while retail sales in November increased by 11.2%, a 10 month high.

The growth of clothing category is not satisfactory.

By category, November is limited to unit clothing.

The sales of needle textiles category increased by 9.9% to 138 billion 200 million yuan, while the 1-11 month limit on unit clothing shoes and hats and needles

Category sales increased by 10.1% to 11953 billion yuan.

Overall, the growth rate of clothing category has slowed down this year, the growth rate is lower than the total sales volume of the society, and it has hit a 9.1% annual low growth rate.

This year, the word "collapse tide" and the clothing industry are always following the shadow. There are many clothing brands on the shrinking front, Bosideng,

The king of nine herd,

Clothing,

There are more than 100 stores in the brand year.

There is a view that the clothing industry has entered the "new normal".

It seems that no matter from macro consumption data or micro enterprise status, the clothing industry is facing "market" is not very good.

However, the cross section of this year, from the longitudinal angle, after several years of adjustment, the clothing industry, from large-scale expansion, homogenization, large-scale store, inventory and other band adjustment, before the declining trend of sportswear, leisure clothing has maintained growth momentum or resumed growth trend.

Anta, Hai Lan home, AOKANG international, news bird, search special, Semir apparel and other business performance showed an increasing trend.

Anta's performance in the first half of 2015 exceeded expectations, and its business growth rate also exceeded that of the same period last year. The net profit growth of search and AOKANG international in the first three quarters was more than 40%, and the first three quarters of Hai Lan's home business maintained a good growth momentum.

These enterprises mainly promote the growth of performance through the optimization of main business and the enhancement of operational efficiency.

It is foreseeable that the driving force for the revival and upgrading of the garment industry will still come from the optimization of the garment industry and the business of its own advantages, and the establishment of the business model around the main garment industry and the enhancement of its operational efficiency.

In the process of industry recovery, the performance of enterprises began to differentiate and pluralistic, and this differentiation has broken away from the boundaries of subdivision industries, such as men's wear, women's wear, leisure, footwear and so on.

This differentiation feature is consistent with the trend of industry integration and diversification, which will further enhance the degree of industry integration.

At the same time, the new subdivision industry is rising.

To figure out what is hot in this year's industry, fashion, mother and baby markets and underwear are perhaps the most attractive ones.

The "running economy" has led to the recovery and growth of sports brand performance; adult clothing has arranged children's clothing market; the landing of the "comprehensive second child" policy has played a further role; while the performance of the close fitting clothing stocks such as kin Sheng group, Hui Jie group and urban beauty has a relatively good growth, indicating that the market of the body clothing is in the stage of rapid growth, which is behind the upgrading of consumption, and the public pays more attention to the embodiment of the internal quality of life.

At the same time, consumers also pay more attention to brand choice, and promote the hot industry to produce competitive brand enterprise groups. The merger and acquisition integration among enterprises will inevitably start.

Continuous pformation and upgrading, diversified investment into routine action

The impulse of diversification of clothing enterprises has never stopped.

Last year, the trend of diversification of garment enterprises has been quite obvious. This year, it is more accelerating. Especially after a bull market in the first half of the year, it has expanded the diversification and cross-border ambitions of many garment enterprises.

Since 2015, the capital means of listed apparel enterprises continue to be close to financial investment, diversify and cross border development. In this respect, they have inherited the diversified traditions of some garment enterprises, and on the one hand, they have also adopted the adaptive means in the environment of capital market, macro economy and industrial economy. On the other hand, they are also taking actions in order to increase the rate of return on assets and manage market capitalization under the pressure of the main industry and declining performance.

One of the main ways to diversify is to create "platform", "ecology" and "circle".

This kind of play is not very new, because clothing companies have already implemented the strategic practice of pforming the industrial chain from linear to network and circle by means of capital market.

More obvious, there are Pathfinder, a series of frequent and dazzling capital movements since the Pathfinder went public, no matter in order to build what they call the "outdoor ecosystem", and gradually upgrade the gameplay, pull the tourism and sports industry, and build "outdoor + tourism + sports" "outdoor ecological circle", the industrial chain contact is farther and farther away.

Similar to the Maison culture, apart from its export business and domestic retail animation costumes business, it is also gradually extending to the direction of film, video games and children's industry, creating the so-called grand cultural entertainment service platform.

The company has launched a series of investment mergers and acquisitions this year. The company says it will expand into many fashion businesses such as mother and baby, cosmetic, cosmetic, stylistic education, and create a "Pan fashion ecosystem" covering the lifestyle of "clothing, food, housing, entertainment, beauty and medicine".

In the second half of last year, he also invested in a series of Internet brands and invested in the company. He announced that he would launch more than ten clothing brands and set foot in the supply chain management and brand management business.

Home textiles "big three" Luo Lai home textiles, fuanna and Meng Jie home textiles are intended to "big home" pformation, to create a home life platform.

This diversification impulse can be seen from many garment enterprises during the year.

The Pathfinder changed the name from "Beijing Toread Outdoor Products Co" to "Pathfinder holding group Limited by Share Ltd", further renning its "outdoor ecosystem", which means that the future Pathfinder will add more industrial subdivision.

Roley home textiles intends to change the company name from "Roley home textile Limited by Share Ltd" to "Roley life Polytron Technologies Inc", and implement its "big home" strategy.

The latest incident is that YOUNGOR has begun to enter new energy, and Rand has also made cosmetics, and Haining has entered the rehabilitation field.

This can really be called the "diversification tide" of the clothing industry.

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Integration trend continued, industrial pformation and integration deepened.

Another main line of diversification is the trend of industrial integration in the garment industry.

With the increasing integration of the garment industry and capital, the deepening of the integration with the new economy, and the acceleration of the upgrading process of consumption, the garment industry will not only be a simple traditional manufacturing industry, but also the clothing enterprises are not only selling visible goods, but also the garment industry will show greater invisible space, thus becoming a "big fashion and big consumption" industry integrating manufacturing, retail, management, design, culture, fashion, technology and other factors.

In this process of integration, the industry integration, acquisition and cross-border process of garment industry are becoming more frequent.

The process of convergence is accelerating this year.

On the one hand, traditional brands are developing acquisitions and integration, or introducing more subdivision and brand names, and forging ahead to "multi brand, multi category" brand groups.

Such as the rapid development of city beauty to buy Ordifen, to become a high, medium and low-grade brand, and before the public view, it is just a "rural encircling city" popular brand; women's clothing enterprise La Natsu Bell bought the men's clothing enterprise Jack Walker; and focus on basketball shoes and running shoes Anta ready to enter the football market.

According to the latest news, Anta has completed the acquisition of Sprandi, Russia's outdoor and mountaineering sporting goods brand, and is preparing to acquire Descente, a Japanese professional sportswear brand.

In addition to Anta, the company bought 84 million 60 thousand high-end German women's clothing brand Laur L and its mainland operation company. After the paction was completed, the company bought the Laur L's mainland business in real terms, and would have the preferential right of Laur L in the rest of the world, thus forming a global cooperative relationship.

In June, Italy announced the acquisition of a Dirk Bikkembergs 51% stake in the fashion sports brand, and the purchase price was 40 million 680 thousand euros.

More cross-border M & A events are taking place in the garment industry.

On the other hand, the integration of the traditional brand and the new economy has prompted the traditional clothing enterprises to begin to integrate actions with the online enterprises. This year's trend is that while the Internet economy is developing rapidly, the offline economy will also show its advantages and charm in the process of pformation and adjustment.

At the same time, there are more and more online brands going online, seeking development online.

The network announced that it planned to set up 10000 stores in China in 5 years and announced that it would cooperate with new world department stores to enter the new world line, and to enter the new world line, and to realize the same price on the same line; the Korean family announced its cooperation with the Pathfinder to jointly set up children's clothing business; since early August, La Natsu Bell invested 200 million yuan to invest in the Internet brand seven grid, and searched for 324 million yuan to invest in the Hui Mei clothing of the Amoy brands such as Inman and Chu language. In August, nine Mu Wang announced that he could buy shares in Korea's clothes house for 12 million dollars. In September, he announced that he would add capital to South Korea's clothing house again. Inman previously said it was retailing under the layout line.

Cross border pass (formerly "100 round pants industry") bought cross-border electronic commerce worldwide, buying a lot of cross-border e-commerce brands, AOKANG international investment Lanting Pavilion gathering potential, Semir apparel investment Korean cross border electricity supplier ISE, carnddie road to build modern Avenue cross border electricity supplier, fuanna shares Zhejiang's imperial insurance related cross-border electricity supplier, and the United States State clothing launched fan APP, Rand's share star wardrobe and other events, all are examples of clothing enterprises to accelerate the integration with the Internet brand.

Under the tide of industrial integration, the strategic cooperation events of the garment industry also happen frequently.

In August, AOKANG International announced its strategic cooperation with the US sports brand Cage to enter the sports sector. In August, Maison culture also announced its strategic cooperation with ALI film industry. The two sides said they would cooperate in the fields of TV program marketing, derivatives business and e-commerce. In September, they announced the cooperation agreement with Japanese towel manufacturer and dealer Chino Dacheng. The two sides will set up a joint venture to open up the domestic market; more importantly, strategic cooperation between YOUNGOR and CITIC, and invest tens of billions of CITIC shares. YOUNGOR has held 0.31% of CITIC shares from June, and has reached 4.43% of its shareholding in October 19th, and has spent more than 70% billion yuan, accounting for more than 70% of the latest net assets.