Net Red Economic Take-Off Leads To The Gradual Improvement Of The Textile And Garment Industry Chain.

Net red is not just a thousand faces. At present, the connotation of net red has already broken away from the stage that is completely different from the value of the face. It extends to the areas of film, literature, music and traditional art. It is the opinion leader or expert expert in the daily life and life field. At present, there are four types of net red in China: event net red and celebrities, face value type (consumer) net red, live broadcast network red and content network red.

The status quo of China's net red Economy: relying on industry chain The gradual improvement is coming out of barbaric growth period, and the future space is huge. (1) net red relies on a large number of fans to conduct targeted marketing, which has an impact on the fans' consumption direction, consumption decisions, and even lifestyle and values. The net effect is net red economy. It is estimated that net red industrial output value is expected to be close to 58 billion yuan in 2016. (2) in recent years, the investment of industrial capital to net red economy has become increasingly intensive, which has further promoted the development of net red economy. (3) net red economy has formed a complete industrial chain across industries. Taking the consumer network red business as an example, the participants of the industry chain usually include five categories: nethong itself, nethong brokers, netchmaker, supply chain, cash platform and social platform. Among them, the net red incubator is the "red blood" system of the net red industry. The supply chain and net red complement each other, and the social platform and sales platform become the reservoir and releaser of net red value.

Internet celebrity Online retailers Implications for traditional electricity providers (1) precision marketing reduces drainage costs; (2) consumer interaction improves sticky and repeat purchase rates; (3) flexible supply chain speeds up reaction and reduces inventory risk. (4) the introduction of traditional brand to net red marketing is not a permanent solution. It is the only way to integrate into the advantages of its own brand, supply chain and electricity supplier.

The future trend of net red economy is IP and specialization. IP continues to export content value, extend the net red life cycle, expand the contact with fans, and increase the realization space. Vertical specialization increases net red depth and comprehensive competitiveness, and further digs in the subdivision area, showing the differentiation advantage of net red.

Investment proposals and investment targets.

2016 is the first year of China's net red economy. The improvement of industrial chain and the continuous intervention of large capital will further promote the growth of industry and the change of competition pattern. In the future, the combination of net red economy and traditional consumption industry will contain a lot of investment opportunities. Our proposals for specific targets are as follows: (1) Saturday (002291, no rating): strategic layout FIP ecosystem, upstream acquisition of fashion social networking platform ONLYLADY and kimiss, establishment of subsidiaries to find potential fashion IP, midstream through fashion media alliance, cooperation third party platform and other incubator fashion IP, downstream efforts to build brand collection shop, create IP realization line, online and offline integration channel, it is recommended that after resumption of attention. (2) Wordsworth shares (002494, not rated): in 2015, it bought some part of the shareholding stake in the field of social business, and micro-blog's strategic cooperation with Dagen Tong and other tools to enhance the overall competitiveness of the platform and enhance the overall value of the company. (3) Antarctic electricity supplier (002127, not rating): set up a joint venture with Korea Red Net brokerage company, and plans to launch the net red brand, partners rich network red resources, content planning and product design experience. Combined with its strong supply chain management and product marketing and promotion capabilities, it will broaden the company's cash flow channels, enrich the brand category, and realize the complementary advantages of both sides. (4) such as Han electric providers: the largest professional network red brokers in China now will focus on the continuous incubation and expansion of the Da people's domain, the extension of categories and the attempt to graft and realize the virtual business with Pan entertainment.