The Upgrading Of Consumer Demand Is Beginning To Pick Up.

According to the world clothing shoes and hats net,

The clothing industry was affected by inventory backlog, high price and channel changes, and it was adjusted at the end of 2011.

At present, the industry has entered a weak recovery stage, but due to changes in the three driving forces, it has been showing a relatively low growth rate.

From the performance, mergers and acquisitions and new business pformation to promote some of the company's performance growth is obvious, and from the end of 2016, high-end women's clothing and some high-end.

There is also an endogenous improvement.

Flush statistics show that as of June 15th, 22 clothing listed companies disclosed the 2017 notice, of which 19 companies expected net profit rose by nearly 90%.

Li Jie, an analyst with Everbright Securities Industry, said: "although the industry has adjusted its pace of development, the total consumption of clothing has maintained a steady growth in recent years."

6 the company's net profit is estimated to be over 100 million yuan.

Li Jie believes that as labor costs rise in China,

With the gradual weakening of low cost advantages, the textile manufacturing capacity has shifted to low cost regions abroad. The industry boom is in the downward trend for a long time. The share of the industry will be restructured and the leading enterprises are expected to achieve greater concentration through scale and technology advantages.

According to statistics compiled by reporters, flush statistics show that in the 22 companies that currently publish the notice, there are 17 listed companies whose net profit is over ten million yuan, of which 6 listed companies expect net profit to be more than 100 million yuan.

Semir apparel expects that the net profit interval of China Daily in 2017 is between 513 million yuan and 666 million yuan, and the net profit interval is 313 million yuan to 368 million yuan, and the net profit interval of Hui Jie shares is 132 million yuan to 174 million yuan.

For listed companies with better performance, insiders pointed out: "the listed companies with better growth performance are generally undergoing pformation."

Take Semir clothing as an example, after the pformation from the company to the children's clothing, the company's performance is outstanding.

Judging from the performance in the first quarter of 2017, the sales of children's wear brand balbala still maintained an increase of more than two figures, and continued to consolidate the leading brand position of children's clothing.

A garment listed company official told reporters: "now clothing enterprises must be pformed according to market consumption, and enterprises with no pformation can only be eliminated."

In addition, a quarterly report showed that the company achieved operating income of 2 billion 589 million yuan, an increase of 198.6% over the previous year, and a net profit of 142 million yuan, an increase of 85.8% over the same period in 2017.

Among them, supply chain management business achieved operating income of 1 billion 828 million yuan, an increase of 321.8% over the same period, an increase of 19.8% over the same period.

The company expects net profit from January to June 2017 to grow from 312 million 560 thousand yuan to 367 million 710 thousand yuan, up 70% to 100% over the same period last year.

GF Securities researcher Mi Hanjie said: "with the company's completion of 2 billion 500 million yuan at the end of 2016, the company's supply chain management, brand management and Internet finance as the core of the fashion life industry value-added services business will accelerate."

Mi Hanjie said that in 2015, China's textile and textile market reached a turnover of 595 billion 500 million yuan, but the information of the buyers and sellers in the face and accessories market was seriously asymmetric. The channel price increases generally reached 30% to 60%, so the market space in the Internet field is very large.

At present, there are hundreds of fabrics successfully developed in the industry, such as B2B platform.

According to the announcement, the search will eventually create an information and functional service B2B manufacturing procurement platform ("fashion smart network").

Clothing industry still has much room for development.

In the wake of the rise of market personality consumption and the change of consumption concept, clothing enterprises have also adopted the way of designing for kings, small batch production and changing the goods at any time to meet the needs of consumers.

"In the second half of 2016," Li Jie said, "international luxury / luxury and domestic high-end women's sales have improved since the second half of 2016, showing the continuous promotion of consumption upgrades under the background of the normalization of anti-corruption and the gradual release of high-end consumer demand."

With the upgrading of consumer demand, the performance of Listed Companies in service companies has begun to pick up.

In the listed companies with a net profit increase, the highest growth rate in 2017 was the highest in modern Boulevard, with a range of 447.6% to 484.19% in the range, and a 100% to 150% increase in the net profit margin for Kaiser culture; and 50% to 120% in the net profit margin.

"The consumption upgrading stages of the first, second tier cities and the three or four tier cities are different, they are in the stages of stock upgrading and incremental expansion, and the mechanism of consumption contribution is different."

Li Jie analysis shows that the consumption concept of the first and second tier cities is changed from "brand orientation" to "quality oriented", and the proportion of high net worth people and the contribution of consumption will increase.

"The three or four line cities will be the blue ocean for the competition of clothing brands to compete for shares. With the three driving forces of population return, revenue growth and infrastructure improvement, brand consumption demand will be developed, and local clothing brands will benefit from the enhancement of consumer brand awareness and the promotion of emerging channels."

Li Jieru said.

"In the long run, the per capita consumption expenditure of clothing in China is only 1/5 to 1/2 in developed countries, and there is still much room for development in the industry."

Li Jie analysis shows that from the structural point of view, the exit of brand names is conducive to brand development, and the concentration of each sub industry has room for improvement.

Referring to the characteristics of international leading apparel companies and the development experience of garment industry in the corresponding stage of Japan, the more cost-effective brands and personalized high premium brands are more likely to win.

More interesting reports, please pay attention to the world clothing shoes and hats net.