Semir Chairman Qiu Guang He'S Investment Strategy

Recently,

Organizing investor exchanges, chairman Qiu Guang and Mr. Zhou Pingfan, general manager Mr. Zhou Pingfan, vice chairman Qiu Jianqiang, executive deputy general manager Xu Bo, Secretary of the board of directors Zheng Hongwei, chief financial officer Zhang Junrong, attended the meeting, and entered into exchanges with investors.

The development of the company in recent years is generally more robust, not only in the two digit growth of the company's financial indicators, but also in the enhancement of management level, the enhancement of brand influence and the enhancement of consumer recognition.

The company is full of confidence in the future development, mainly based on the following three aspects: confidence in market adjustment.

Over the past few years, the garment industry has undergone a round of adjustment, and the era of low price competition has basically ended.

At present, the clothing industry is still in the new round of adjustment shuffling. In the process of adjustment, a lot of market resources, consumption resources and channel resources will be released to form new ones.

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Therefore, the company will enhance its capability in the process of industry adjustment, combine traditional business mode with new Internet, and adjust the period of industry adjustment.

Full confidence in the company's reform.

The reform of Semir costumes began in 2012. Before that, there was a brief decline in the company's business. Through constant adjustment and renovation, it gradually recovered from 2013. After a few years, it maintained a two digit growth rate, higher than the average level of the industry.

The company will soon usher in its fifth five year plan (2017-2021 years), and plans to achieve 80 billion yuan in retail sales by 2021, including 25 billion yuan for children's wear, 35 billion yuan for casual wear and 20 billion yuan for electric business.

The company reform has the following three advantages: 1., corporate pformation can achieve win-win results, and upstream and downstream partners can benefit from it, so it has gained support from the ecological circle; 2., quickly adjusted the organizational structure of management, has established more than 130 amoeba organizations, and implemented market operation with products and consumers as the center; 3., full system guarantee, has introduced partnership system, equity incentive and entrepreneur scheme, and is exploring the upstream and downstream equity incentives.

Confident of the Semir ecosystem.

At present,

There are "two or two less" phenomena: the total consumption is large, the participants are many, the high-end brands are few, and the high-end supply chains are few.

Competition in the past is only a competition among enterprises, between brands, and between industrial chains, and the future competition will be the competition among ecosphere (taking industry chain and consumers as the core).

The company is full of confidence in the construction of the ecological circle: 1., clear positioning and broad prospects for the market and consumption. Leisure wear has sunrise consumer groups and has the potential for consumption. Children's clothing is a fast growing subdivision industry; 2., based on optimizing the industrial chain (supply chain system and channels, etc.); 3., the win-win development of the upper and lower reaches, and the cultural harmony of the ecological circle.