Local Clothing Enterprises, Shanghai And Shenzhen Three Cities, 2016 Market Capitalization Performance

30 domestic companies

The market performance monitoring of Shanghai and Shenzhen three cities has been released recently.

Shenzhou International, Hai Lan home and Semir costumes rank the highest in market capitalization TOP10 at 61 billion 290 million yuan, 47 billion 488 million yuan and 25 billion 625 million yuan respectively.

Remarks: as of January 24, 2017, the market value of Hong Kong dollar has been converted into Renminbi at the current exchange rate.

The market capitalization of Hong Kong Stock Exchange listed apparel companies: Shenzhou International Japan is still the main market

As the largest knitted garment manufacturer exported to Japan, Shenzhou knitting has always been the main market in Japan, covering all the products.

It includes sportswear, casual wear, underwear, pajamas and so on.

In recent years, international famous sports brand customers such as NIKE, ADIDAS, PUMA and FILA have also been developed, and actively expand the European and American markets.

According to the financial report, as of June 30, 2016, Shenzhou International achieved 6 billion 951 million yuan of operating income, an increase of 24.65% compared with the same period last year, and gross margin income of 2 billion 216 million yuan, an increase of 35.35% compared with the same period last year. The net profit attributable to shareholders of the parent company was 1 billion 295 million yuan, an increase of 29.41% compared with the same period last year.

According to Shenzhou International Management, previously disclosed that the company's orders in the second half of 2016 are still strong, and the gross profit margin will rise over the same period.

Meanwhile, in the next three fiscal years, Shenzhou International Year's capacity will expand by 12%-15% per year.

In terms of capacity expansion, especially in Vietnam, Shenzhou International expects to expand the number of Vietnamese factories to 11000 by the end of 2017, with the current number of employees at 8000. It is expected that the number of employees will reach 20000 by the end of 2018.

By the end of 2018, Vietnam's factory capacity is expected to account for 16% of the total capacity, compared with 4% in the first half of 2016.

Shenzhou International will continue to implement automated production to reduce labor costs.

The Shanghai Stock Exchange listed the top of the market value of clothing business: Hai Lan's home relies on more stores to earn franchise fees.

With the overall trend of domestic clothing low, the "man's Wardrobe" Hai Lan's home has made many changes.

The spokesperson changed from the mature man Yin Xiaotian and Du Chun to the "Xiao Sheng Lin" and Chen Xiao.

The poster style also changed the old steady wind and turned to the most popular one.

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In order to curry favor with the mainstream consumer groups after 80 and 90, Hai Lan's home has gradually adjusted the style of the products, and the style design is even younger.

In April 2016, IP and the Oriental dream factory jointly launched the "Madagascar" movie series derivative products to enhance the product's fashion.

In the 1-9 month of 2016, the main brand of Hai Lan's home opened 724 new stores, with 556 new stores and 4073 stores.

The operating income reached 10 billion 87 million yuan, an increase of 8.93% compared with the same period last year, with a gross margin of 40.05%.

Despite slowing growth, revenues and gross margins continued to rise.

As a matter of fact, since 2014, Hai Lan's home has promoted more than 200 square meters of large store strategy, with an increase of 30% in business space.

Some analysts believe that the effect of Hai Lan's home is more than 30 thousand yuan, second only to the fast fashion brands abroad.

But its main income depends on the franchising fee earned by more stores.

The results showed that only 2 of the new stores were direct outlets.

Hai Lan's home has a set of upstream credit sale + downstream financial affiliate system, which also ensures the real management rights of Hai Lan home company to store sales channels.

In the upstream supply chain, Hai Lan's home is responsible for product planning and brand management, and all links such as design and production are outsourced to suppliers, and finally centralized procurement.

What's interesting is that Hai Lan's home and suppliers form credit cooperation mode, that is to say, I do not pay direct orders, and finally can combine unsalable goods return with two purchases.

The Shenzhen Stock Exchange listed the top market of clothing business: Semir's children's clothing Balabala contributes a lot.

In the double eleven activities in 2016, Semir won the first category of casual wear category with 650 million sales.

The news from Semir is expected to be over 3 billion 100 million in 2016, with a growth rate of over 80% over the same period last year.

those under one's command

Balabala's contribution is not small, its offline business will achieve two digit growth.

Based on brand strength and product line, the balbara line is still expanding, with an estimated net increase of about 300 in 2016.

In 2017, we will continue to raise the spot share and promote the fashion partner program.

"It is estimated that revenue will reach 12 billion in 2017 and net profit will be about 1 billion," Semir said.

According to the insiders, the fundamentals of Garment Retailing will be slightly improved, but it still comes from the extension acquisition.

Because of the decline in gross profit margin, the rapid increase in the cost of the period, the loss of asset impairment and the increase in the cost of further expansion, the profitability is not good enough.

The future industry is still focusing on the main line of investment with "industrial chain expansion + business innovation".

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