The Development Trend Of Garment Industry Presents Eight New Trend Trends.

2016 is bound to be an uncomfortable year for the Chinese economy. Since the beginning of the year, the turmoil from the stock market to the Chinese government's warning about the world's "empty" has been a harbinger for the 2016 and the next few years. It is a critical period for China's "upgrading shift". It is full of challenges and turbulence.

Facing challenges, reform is the only way out. This is also true for the garment industry as part of China's economy. To see opportunities from challenges, to spanform and upgrade in an optimistic spirit and rational thinking, to embrace change, and to make industries and enterprises bigger and stronger is China. Garment industry And clothing operators should bear the responsibility of the times.

Trend 1: the pace of diversification is accelerating, and garment enterprises are facing "big" changes.

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 the clothing enterprises will not only sell tangible goods, but the clothing 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 will become more frequent. In 2016, the process of convergence will further accelerate, and the pace of diversification investment will further accelerate. In January 26th, Meng Jie home textile announced that it planned to invest 20 million yuan in Beijing wedding hall Culture Communication Co., Ltd. to expand its business in the wedding market. On January 12th, a notice was issued on Saturday that it was intended to change the company name "Foshan Saturday shoe Limited by Share Ltd" to "Saturday Limited by Share Ltd". The company said it will gradually build a diversified brand operation, online and offline resources integration of "her fashion ecosystem". Roley home textiles announced that since December 21, 2015, the company's Chinese securities short changed from "Roley home textiles" to "Roley life". Roley home textiles said the company's main business extends from home textile products to all fields related to daily life, including home textiles, home appliances, Kitchenware and sanitary ware.

In the current A share market, Clothing enterprise Frequent diversification of investment action can be regarded as the market management means of storytelling. But it is undeniable that under the impetus of macro policies and micro market factors, the integration and upgrading of China's economic industry is accelerating, and garment enterprises are coercing them.

Trend two: channels to accelerate integration, further closer online and offline

A trend in 2016 is that while the Internet economy is developing rapidly, the offline economy will also show its advantages and charm in the process of spanformation and adjustment. The latest trend shows that there are more and more online brands going online and seeking development online. At the end of last year, the Yintai business of Ali said that it supported the online brand of Ali online brand. The first batch of brand names included yinmen, aka, David, Bella, seven grid, ina knight and Mama. In early 2016, yemann called out the slogan of opening 1 000 stores in the future. Han Du she previously announced cooperation with Pathfinder to jointly invest in the establishment of children's clothing business. And look around the world, such as Nasty Gal, ModCloth, Warby Parker and Bonobos these pure electric business brand has begun to open entity store.

While online brands are moving to the bottom line, apparel brands on the offline are also accelerating their own Internet genes. The combination of traditional brands and e-commerce brands has taken place frequently. Since the beginning of the year, rattling spent $200 million to invest in the Internet brand seven grid, and search for 324 million yuan to inject money into the collection of clothes, such as Amman and Chu language. In August, nine herdles announced that they had invested 12 million dollars in Korea's clothes house. In September, they announced that they would increase the capital of Han Du Yi house by 60 million yuan. The bird also announced that it had participated in 35% shares of the Internet custom brand Jim brothers. Wait.

With the further integration of online and offline channels, the future garment industry may show the following characteristics: first, garment enterprises will adopt multi brand development mode, increase product matrix, and spanform to platform operation; two, in terminal channel, physical stores will show new advantages after upgrading, integrate Internet resources and new technologies, make shopping scenes more humanized and more experience oriented; three, pay attention to the optimization and spanformation of supply chain, create flexible, more efficient and flexible multi-channel supply chain, and take strong supply chain as a supporting platform to deal with the spanformation and competition of terminal channels. It is more popular to improve the efficiency of design, manufacture and logistics, to realize the rapid production of small orders, intelligent manufacturing and C2B customization. Four, in brand marketing, it will adapt to the trend of rapid development of mobile Internet, with more mobile social nature, centralization, and even fans' preferences and feedback as an important measure to launch and reduce brand.

Trend three: overseas mergers and acquisitions speed up, clothing companies to create a global brand

After last year's successful acquisition of a European brand Laur L, he launched a new international luxury brand this year. In January 29, 2016, he announced that he would buy a 65% stake in Hongkong Tang Li International Holdings Limited at a cost of 240 million 500 thousand yuan. Tang Li International has the brand equity of the US International Light luxury brand Ed Hardy in mainland China and Hong Kong, Macao and Taiwan, as well as Ed Hardy Skinwear and Baby Hardy. Its main products are American fashion brands and clothing related to Ed fashion.

In January 24, 2016, according to Bloomberg news, Shandong Ruyi group, a Chinese textile and garment enterprise, joined in bidding for the French luxury fashion group SMCP, which is expected to exceed $1 billion. This is not the first time Shandong Ruyi group has bought overseas apparel brands. In 2010, Shandong Ruyi group bought RENOWN, a famous Japanese clothing company, and RENOWN was once the largest clothing brand operator in Japan. Shandong Ruyi Group invested about 4 billion yen (about 310 million yuan) to acquire about 41% of RENOWN shares, becoming the largest shareholder of the company.

Now, as China's economy has further strengthened its global influence and the pace of cross-border mergers and acquisitions of Chinese enterprises has further accelerated, Chinese garment enterprises are facing unprecedented opportunities for global mergers and acquisitions. 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.

In the process of overseas M & A, domestic garment enterprises will learn from the experience of international operation and overseas M & A experience, which will lead to mature international mergers and acquisitions fund of fashion industry. The purpose of M & A will be spanformed into a truly international operation from the domestic market, with the bottom line from the capital level, the merger and reorganization of the fashionable enterprises with excellent foreign qualification in the "bankrupt door" will become a global spannational fashion brand group. The day will come. Ambitious clothing companies should be prepared.

Trend four: deepening of economic integration and integration of garment enterprises into the global industrial chain

A clear trend of the world economy in 2015 is that all countries are pushing forward regional economic cooperation. In October 5, 2015, the 12 negotiating countries of the TPP (span Pacific Partnership Agreement) reached a basic agreement at the ministerial meeting held in Atlanta, Georgia, and agreed to free trade, and unified norms in areas such as investment and intellectual property rights. On November 12th, Japanese Prime Minister Abe Shinzo expressed his intention to accelerate the negotiation process of the China Japan Korea Free Trade Agreement (FTA) and the East Asian Regional Comprehensive Economic Partnership (RCEP), and stressed the hope that China and Japan would play a leading role in concluding a comprehensive and high-level FTA.

At the same time, the state is vigorously implementing the "one belt and one way" strategy. With the further acceleration of regional economic cooperation, the textile and garment industry will face greater development space and challenges. The textile and garment enterprises have made some moves. In October 15, 2015, jn group announced two announcements to increase investment in Vietnam under the "TPP agreement". Kin Sheng group said that in line with the recent development of international economic and trade situation, it decided to increase investment in Vietnam and speed up investment progress. Besides Jian Sheng group, Hua Fu color spinning, Lu Tai A, Bailong Oriental and other spinning and weaving enterprises are also increasing their investment in Southeast Asia. YOUNGOR signed a strategic cooperation agreement with CITIC in June 2015, one of which is that the two sides will participate in the international market development and development in accordance with the national "one belt and one way" strategy.

It can be expected that the international cooperation and integration of textile and garment enterprises in 2016 will become the norm. China's clothing market will become a global market and take a closer role in the formation of the global industrial chain.

Trend five: increase the popularity of hot industries, clothing enterprises comply with the consumer demand of the times.

Sports is becoming a big industry, and it is a globally integrated industry. Alibaba, Tencent and Wanda have all set up sports industry in the world. In the clothing industry, the birds and birds raised the sports industry in a big way. In 2015, they took part in the sport of tiger sports, the Spanish football brokerage company BOY, signed the cooperation framework agreement with the general association and China Sports Association, and established the sports industry fund with tiger sports. In addition to sportswear companies, some of the other clothing companies' movements during the year are also related to sports. AOKANG entered into a strategic partnership with the US sports brand Cage to enter the sports shoes and clothing market, claiming that 1000 new stores in Italy were opened in the next five years, and that in June, Carlo Nadu announced the acquisition of Dirk Bikkembergs, a fashion sport brand in Italy.

In addition to the sports industry, children's clothing is heating up. Children's clothing industry As one of the main businesses, Semir clothing continues to overweight children's clothing market. At the end of August 2015, it announced a joint investment of 20 million yuan with some employees of the company, setting up Shanghai Macal children's dress Limited by Share Ltd. In the first half of 2015, the United States and the United States, which made the first loss in performance, are also overweight children's clothing business. The sports brands such as Lining, XTEP, Anta and so on have been involved in the children's wear market. The brand names such as Langer and seven wolves are also continuing to push children's clothing business. It seems that every clothing brand wants to make a profit from the children's wear market.

Sports and children's clothing have become a hot investment field in the clothing industry. Behind this is the upgrading of mass consumption, the spanformation of the national economy and the guidance of the top level policies of the country. With the spanformation of China's economic development mode to the service consumption mode, the mass consumer group, with the middle income class as the main force, has become an important driving force to promote the vicissitude and vicissitude of the garment segmentation industry. 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. According to recent news, Jian Sheng group plans to focus on domestic sales in 2016, and 500 stores in three years, mainly selling socks, underwear, box pants, household clothes and other personal clothing.

Trend six: big expansion of capital market, more high-quality clothing enterprises visit capital market.

In 2016, with the approaching of registration system, the acceleration of multi-level capital market construction, the increase of direct financing proportion, and the rapid expansion of capital market scale and the deepening of the reform of capital market, garment enterprises are facing the strategic period of the combination of industry and capital. The executive session of the State Council, held in December 23, 2015, put forward measures to further improve the proportion of direct financing and enhance the efficiency of financial services. We need to improve the multi-level capital markets such as stocks and bonds, establish a strategic emerging board of Shanghai stock exchange, support the financing of innovation and start-up enterprises, improve relevant laws and regulations, promote the listing of special equity structured venture enterprises in China, increase the number of listed company in the share spanfer system of the small and medium-sized enterprises nationwide, launch a pilot scheme to spanfer the gem to the gem, and standardize the development of regional equity markets.

It can be predicted that 2016 will be a year of accelerated pace of direct financing in the capital market. The main board, small and medium board, gem, new three boards, four boards (regional equity market), equity chips, bond markets and other markets will have new moves. In the A share market, according to Hua Shang Hui statistics, as of the end of November 2015, a total of 15 apparel companies were waiting in line. Among them, Guangzhou Tian Chong fashion shoe Limited by Share Ltd will buy new shares in February 1, 2016. Before the Spring Festival, the clothing industry will add more than one listed company.

If there is no big problem, with the rapid development of the current registration system and the establishment of a multi-level capital market, these ten garment enterprises will successively visit the capital market, thus becoming a public company, and promote the further development and growth of enterprises through market value management and capital operation, accept the baptism of capital market and eliminate the choice of public investors, which is equivalent to the "adult propriety" in the growth process of garment enterprises. In the future, the "adult ceremony" will be far more than more than ten garment enterprises.

Trend seven: entering the era of integration of industry and finance, financial capital and industrial capital collide with each other.

In January 5, 2016, the Shenzhen women's clothing listed company released the announcement. In January 5, 2016, chairman Kim Ming and the Koradior Investments Limited, which were eventually set up by the full trust trust, have completed the 25 million 800 thousand share of the group's Fosun Ruizhe, which is equivalent to the total share capital of the group. Ke Eli Till said Fosun international, as a strategic investor of the company, will make use of its investment network and capital strength to explore various possible deep cooperation in the fashion industry with the help of its existing marketing network and operation platform.

This is the latest example of the collision between capital and financial capital of clothing industry. In October 20, 2015, CITIC Capital Holdings Limited announced that its CITIC Capital Partners Japan (CCP), Japan's private equity fund, completed the acquisition of Akakura, a Japanese shoe company. CITIC Capital said in its announcement that Akakura is a Japanese company engaged in the design and retail of women's shoes. There are 60 direct outlets in Japan. CITIC Capital will help Akakura to expand the Chinese market, attract the rising middle class consumers, grasp the opportunities brought by the continuous growth of travel to Japan, and strengthen the supply chain management of Akakura. In May 2015, CITIC Capital acquired another Japanese clothing company, MARK STYLER. This is the second Japanese clothing brand purchased by CITIC Capital in 2015, both of which are women's clothing brands.

Financial capital frequently favors women's clothing brand, which is undoubtedly the development potential of women's clothing industry. This also reflects from one side that financial capital will become an important driving force for China's economic development, and the garment industry will enter the era of integration of industry and finance. The integration of industry and finance is generally divided into two stages, one is production and finance, and in 2015 and several years ago, many garment enterprises have set foot in the financial industry, preparing to build banks, and involved in supply chain finance, P2P and other financial fields. Further, they will be "integration and production", and financial capital will actively seek to combine with the clothing industry capital, from industry to finance, and from finance to industry, so as to promote the integration and spanformation of garment industry, and push the adjustment and spanformation and upgrading of garment industry structure, which will become the major trend of the development of the garment industry.

Trend eight: supply side reform, garment enterprises face policy dividend window

In 2015, under the background of China's economic development entering the new normal stage and entering the middle and high speed growth stage, the central government has issued a number of industrial policy guidelines to tap the potential of China's economic growth and promote the spanformation and adjustment of China's economic structure. These industrial policies also provide more paths and options for the spanformation and upgrading of the garment industry.

For example, the State Council issued the guiding opinions on actively giving play to the leading role of new consumption and accelerating the nurturing of new impetus to new supply, which has been comprehensively deployed to guide industrial upgrading with consumption upgrading, and to increase new supply through institutional innovation, technological innovation and product innovation, so as to create new consumption and create new impetus. For the clothing industry, the guiding opinions clearly point out that the new consumption mainly includes six major consumer contents, namely, service consumption, information consumption, green consumption, fashion consumption, quality consumption and rural consumption. Among them, fashion consumption is directly related to the clothing industry, and the garment industry will have more "big fashion" and "big consumption" nature in the process of spanformation and upgrading.

However, quality consumption and service consumption aside from its specific contents, it has a guiding role in essence, suggesting that clothing enterprises have higher quality and more personalized products at the manufacturing end, and provide higher level services and experience at the sales side. The content of "new consumption" provides a general direction for the spanformation and upgrading of the garment industry. In the field of sports, culture, tourism, cross-border electricity providers and other service oriented economic industries, the state has also significantly increased the intensity of policy release.

On the whole, the intensive publication of new consumption and new economic policy is a concrete manifestation of the "supply side reform" requirement of China's economy. What is the supply side reform? Simply speaking, it is not always stare at the demand side, but more from the supply side to find ways to improve efficiency, tap potential and create more effective demand from the supply side. In other words, the supply side problem still has many problems. The specific performance is overcapacity, high cost, and the output efficiency of production factors needs to be improved. Garment enterprises face an unprecedented dividend policy in spanformation and upgrading, but it also means that garment enterprises are facing greater challenges and higher requirements to resolve the problem of high inventory and homogenization, which can also improve the efficiency of supply chain and production management. This is a topic that garment enterprises need to face seriously in the course of operation in 2016. This is related to the spanformation effect of garment enterprises and even the survival of enterprises.