Analysis Of New Trend Of Industry Development In 2016 From Apparel Listed Companies

Since 2015, although clothing consumption has basically continued the weak trend in 2014, the growth rate has stabilized, and has steadily increased in a few months.

The 1-9 month year-on-year growth rate was 10.2%, equivalent to the same period last year.

Although clothing consumption has not recovered, subdivision has shown signs of recovery.

According to the Research Report of Shen Wan Hongyuan, from the basic panel, the adjustment order of subsectors is generally sports shoes, casual wear, home textiles, men's shoes, men's wear, high-end men's wear and women's wear.

At present, the sub industry turns to the men's clothing industry. It is expected that the men's wear industry will have a stronger performance in the bottom line in 2016. The women's underwear and baby industry are still at a relatively fast growth stage, and high-end men's and women's clothing is at a low level and needs to be revived.

The trend of the development of the 2016 industry can be analyzed from various trends of the listed apparel companies.

First, channel integration is more flat, and supply chain efficiency is improved.

Take Anta, Semir and other companies as an example, take the initiative to reduce the level of agents, grasp the operation of terminal data and channels, reduce the rate of increase in price, enhance the performance price ratio of products, and finally achieve the goal of expanding terminal sales.

Secondly, it is platform based, pforming from heavy assets to light assets, becoming a resource integrator rather than a producer, becoming a large platform connecting suppliers and distributors, and improving the utilization rate of resources, such as Hai Lan's home.

Second, merger and pformation will continue.

With economic growth in the new normal, around the pformation and upgrading, the textile and garment industry has been a high incidence area of capital operation, and is expected to remain in 2016.

The new year of M & a pformation.

From the perspective of pformation, the main idea of pformation is to build an ecological circle around the main industry and extend the industrial chain.

In the first two kinds of capital operation, it is still a common way to set a more determined target for growth.

Third, the sports industry will be one of the main directions of industry pformation.

along with

By introducing more market-oriented means, it is estimated that by 2025, the total scale of sports industry will exceed 5 trillion yuan, and the sports industry will usher in gold for ten years.

At present, the production and sales of sporting goods, clothing, shoes and hats are slowing down. The sports service industry with high added value and high profit rate (upstream sports resources and medium stream media) has been in a state of depression for a long time.

Traditional sports clothing enterprises need to find a breakthrough and integrate the upstream resources into the industrial chain, which will be the trend of future development.

There are already many companies in the listed companies, such as the birds, etc.

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Fourth, children's clothing industry is obviously better than other sub sectors.

With the full liberalization of the baby boom, the second child policy and the growth of the total disposable income of the residents, the consumption intention of children's clothing is gradually increasing.

According to the "2012-2015 children's wear industry report" released by the National Bureau of statistics, the total output value of children's clothing industry increased by 25% to 30% annually. It is estimated that the market volume of infant clothing and daily necessities will reach 227 billion 980 million yuan this year, and the scale of children's clothing industry will exceed 300 billion yuan in 2017.

And with the further improvement of industry concentration, small and medium-sized enterprises will gradually be eliminated, resources will be gathered to leading enterprises and the core competitiveness will be promoted.

Facing the considerable market prospect, clothing brand enterprises are accelerating the layout of children's clothing industry. Most of the leading brands in the existing industry are in the benign development stage driven by extension expansion + endogenous growth.

With the increasing emphasis on the safety, comfort, fashion and compatibility of children's clothing, the industry share is gradually concentrated on the leading brand companies.

Fifth, "her economy" is a hot spot for pformation.

According to statistics, the number of female consumer groups in China has reached 480 million, and this group of consumers has more income and more opportunities.

Around the female consumer group, "her economy" consumption industry covers a wide range, the market capacity is at least more than 5 trillion yuan, is expected to become the future consumer industry continues to grow the draught.

In terms of industries, the growth and investment opportunities of clothing, underwear, cosmetics, medical beauty, tourism, jewelry and other markets in women's optional consumer goods are higher than those of essential consumer goods, and will become one of the main growth drivers of the optional consumer industry.

Besides,

The rapid development has also created the "business model" of her economy.

For example, all kinds of vertical electric providers and social business providers based on women, and many of the booming O2O companies.

These labels have some potential relevance to textile and clothing.

For example, the Chinese group has carried out many overseas mergers and acquisitions around the fashion ecosystem, mainly involving cosmetics and other industries.