" Garment Industry Warmed Up " 90% Companies Earnings Eight Doubled.

In recent years, some garment companies have been depressed due to slowing demand growth, foreign fast fashion brands invasion, high street shop outlets and inadequate product design innovation.

However, through the pformation and mergers and acquisitions in recent years, the garment industry is showing a trend of "warming up".

Statistics show that of the 41 clothing listed companies currently disclosing the 2017 performance forecast data, 39 companies are pre setting up, of which 8 garment listed companies expect to double their net profits.

The reporter reviewed the announcement of several clothing listed companies.

The performance growth of listed companies is mainly due to the adjustment of sales channels and inventory by listed companies. In the process of industrial upgrading and pformation, the adjustment of garment business of several companies is gradually ending, and performance has begun to pick up.

Statistics show that among the 39 listed companies,

For the time being, the net profit of the shareholders who were expected to belong to the parent company in 2017 was the top of the profit list from 999 million yuan to 1 billion 427 million yuan.

Sun Yu, an analyst with China Merchants Securities, said that the effect of cold winter and Spring Festival postponed the performance of the leading enterprises of leisure clothing.

The leading companies in the casual wear industry have recovered significantly since the fourth quarter of 2017, and the sales and sales have improved, such as Taiping and Hai Lan's household income in the fourth quarter of 2017. The growth rate is 20%.

Semir clothing as a leading leisure product, sales in the fourth quarter of 2017 improved compared with the first three quarters.

according to

According to the 2017 performance forecast, the company expects annual net operating income and net profit attributable to shareholders of the parent company to be 7 billion 294 million yuan and 473 million yuan respectively, with revenue reaching the target of 7 billion 200 million yuan at the beginning of the year.

Tianfeng securities industry researcher Guo Bin analysis, the company's brand tonality, channel, design adjustment completed, management constantly refined to substantially reduce inventory impairment, the next three years, the marginal competitive advantage continues to rise, enjoy the growth bonus.

Besides,

In the first three quarters of 2017, there was a slight increase in performance. The first three quarters of the company achieved operating income of 12 billion 480 million yuan, and the net profit attributable to shareholders of the parent company was 2 billion 510 million yuan, up 3.4% and 4.3%, respectively.

Shi Hongmei, a researcher at the Oriental Securities Industry, said that, thanks to the improvement of the economic environment, the nationwide cooling down earlier, the Spring Festival postponed, and the optimization of the product structure, the growth of the winter clothing retail and the same store of Hai Lan's home in the fourth quarter of 2017 started to improve significantly. In the near future, the improvement of winter clothing demand is expected to continue in the first quarter of 2018.

In addition to the growth of casual wear, there has been signs of a rebound in men's clothing listed companies, which once triggered off shop closings.

with

For example, the company's revenue in the first three quarters of 2017 increased by 14.8% to 2 billion 60 million yuan, and the net profit attributable to shareholders of listed companies increased by 15.4% to 195 million yuan over the same period. The net profit was 120 million yuan, up 47.6% from the same period last year.

In addition, the company expects that the net profit attributable to shareholders of Listed Companies in 2017 will be 270 million yuan to 330 million yuan.

Wang Liping, a researcher at Shen Wan Hongyuan, thinks that

Growth is mainly driven by sales growth.

"Online sales of companies are growing at a high speed.

The company is actively investing in the retail business of main brands and needle brands, creating online explosions, and using sales data to guide new products, similar to the "Antarctic electricity supplier".

We expect the company to sell more than 1 billion 100 million yuan in 2017, and online sales account for about 40%.

According to statistics, in the listed companies that disclosed the 2017 annual performance forecast, 8 clothing listed companies expected to double their net profit in 2017.

Among them, the business wins global released performance forecast that the company expects January to December net profit attributable to shareholders of listed companies from 243 million yuan to 255 million yuan, up 739.04% to 781.77% over the same period last year.

Zhang Fang, a researcher at CITIC Securities Industry, analyzed that the company's growth was mainly due to the acquisition of 95% stake in global Starlight International Holdings Limited in October 2016.

Statistics show that the global starlight is a supply chain management platform integrating clothing research and development, design, production and sales.

It has many women's clothing brands, and its main sales are facing the US market.

In 2016, the company realized profitability. Among them, global star contributed 423 million yuan, accounting for 98.37%, contributing 60 million 954 thousand and 500 yuan to make up for the loss of the company's main industry.

According to the first half of 2017, global starlight achieved 897 million 520 thousand yuan in operating income and a net profit of 71 million 20 thousand yuan.

In addition to the huge increase in the performance of mergers and acquisitions, the rapid growth of search results has been mainly attributed to the rapid growth of supply chain management business.

In the three quarterly report, the company achieved a total revenue of 12 billion 590 million yuan in the first three quarters of 2017, an increase of 212.46% over the same period last year, and realized a net profit of 541 million yuan attributable to shareholders of the parent company, an increase of 109.22% over the same period last year.

The company expects the net profit attributable to shareholders of the parent company in 2017 increased 65% to 115% over the same period last year.

Wei Hongmei, an analyst with Dongguan securities industry, said that the rapid growth of company's performance was mainly due to the rapid growth of supply chain management business.

Up to now, the company has set up 11 supply chain management holding Sun company in the whole country, mainly distributed in Guangdong, Jiangsu, Zhejiang, Fujian, Hubei and other regions.

The supply chain management business is developing rapidly, and a supply chain management service system is initially established.

(author: Jiao Yue / source: Securities Daily)

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