Who Is The Leader Of China'S Clothing Industry?

World clothing shoes and hats,

Who is the prophet of the spring river and warm water? Is the clothing industry really warming up?

As of January 2018, the Shanghai and Shenzhen two cities and Hong Kong listed local textile and garment enterprises in capital fields have already exceeded 100.

Recently, these garment companies have disclosed the 2017 performance forecast data.

The net profit increased by 11, namely: business win universal, Hinur, red bean shares, good news birds, cross border, search special, song, Si long, shares, seven wolves, Taiping bird, Bai Bao dragon, accounting for 73.33%.

The first reason for the increase is the pfer of non operating income such as takeover, such as the win of the world, and the two is the strategic layout adjustment in place, and enjoy the operating dividends.

Like wedding birds.

There were 4 net profit reductions, which were: apparel, Pathfinder, YOUNGOR and Semir apparel accounted for 26.67%.

The first reason is that the company's management policy is in the adjustment period, the performance is affected, such as the American bond clothing; two, the other business of the company is dragging the overall revenue and net profit, such as YOUNGOR.

Moreover, after the start of 2018, the market atmosphere is getting warmer and the opportunities for individual stocks emerge one after another.

There are indications that the overall warming of market sentiment is expected to run through the whole year of 2018.

On the whole, the apparel industry's recovery is mainly due to the upgrading of consumption and the cyclical recovery of industries. In the process of industrial upgrading and pformation, the concept of product demand to consumer demand is changing, and the expected return on sales channels and product inventory control is brought to the garment industry.

Stock short: win win

Total market capitalization: 10 billion 250 million yuan

Net profit: 243 million yuan ~2.55 billion yuan.

Net profit increase or decrease: 739.04%~781.77%

Performance analysis: a major increase in corporate performance was mainly due to the acquisition of Global Star International Holdings Limited.

Universal starlight is a supply chain management platform integrating apparel research and development, design, production and sales. It has many women's clothing brands, and its main sales are facing the US market.

Stock short: Xi 'er

Total market capitalization: 7 billion 677 million yuan

Net profit: 25 million 19 thousand and 800 yuan ~3749.24 million yuan.

Net profit increase or decrease: 235%~402%

Performance analysis: the company pfers the 100% equity interest of the former wholly owned subsidiary, the city of proanyo men's Clothing Co., Ltd. and the sale of its own shops, which affect the company's performance.

At present, the company is at the end of the adjustment stage. The effect of optimizing sales channels, expanding overseas customers and developing customized business gradually appears.

Stock abbreviation: Hong Kong stock

Total market capitalization: 11 billion 526 million yuan

Net profit: 605 million yuan.

Net profit increase or decrease: 279%

Performance analysis: a large increase in performance is mainly due to the company's contribution to the real estate business to achieve greater investment income (non recurring gains and losses).

Besides, clothing business is also one of the growth factors.

Among them, HODO brand men's clothing accounted for 81% of clothing revenue.

Short stock: good news bird

Total market capitalization: 3 billion 765 million yuan

Net profit: 0 yuan ~3000 million yuan.

Net profit increase or decrease: 100%~108%

Performance analysis: with the improvement of brand operation and management ability and the optimization of market outlets structure, the main brand income of the company has increased. Last year, the company has conducted a comprehensive test and impairment assessment on the equity of the shops and equity companies, and this year, the amount of impairment loss has been reduced.

Stock abbreviation: cross border links

Total market capitalization: 24 billion 451 million yuan

Net profit: 709 million yuan ~8.27 billion yuan.

Net profit increase or decrease: 80%~110%

Performance analysis: cross border links have been focusing on promoting the strategy of "platform, localization, branding, mobility and community-based".

The company has ploughed key markets overseas, improved after-sales service, customer service and other service details. At home, we have increased logistics and warehousing construction, and built core competitiveness.

Stock abbreviation: search special

Total market capitalization: 15 billion 590 million yuan

Net profit: 599 million yuan ~7.78 billion yuan.

Net profit increase or decrease: 65%~115%

Performance analysis: the rapid growth of company performance is mainly due to the rapid growth of supply chain management business.

At present, 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.

Stock short: Song Li Si

Total market capitalization: 6 billion 561 million yuan

Net profit: 277 million yuan ~3.17 billion yuan.

Net profit increase or decrease: 40%~60%

Performance analysis: there are two reasons for the growth. One is the growth of main business. In 2017, the industry showed an obvious trend of recovery, and the trend of consumption upgrading was obvious.

The two is the combined factors.

Such companies as Tang Li International Holdings Limited and Shanghai Bai Qiu Network Technology Co., Ltd. have an impact on the growth of the company's performance.

Stock abbreviations: the share of the shares

Total market value: 4 billion 492 million yuan

Net profit: 180 million yuan ~2.30 billion yuan.

Net profit increase or decrease: 10%-40%

Performance analysis: Based on the women's fashion industry, the company actively develops green related industries, such as green baby, medical beauty and cosmetics. With the expansion of business scope and the revival of women's clothing business, the company's overall business revenue and performance have gradually increased, and the "Pan fashion Internet ecosystem" pattern has basically taken shape.

Stock abbreviation: seven wolves

Total market capitalization: 6 billion 423 million yuan

Net profit: 267 million yuan ~3.34 billion yuan.

Net profit increase or decrease: 0%~25%

Performance analysis: the growth of seven wolves is mainly driven by sales growth.

The company's online sales 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.

Stock abbreviation: Pacific bird

Total market capitalization: 12 billion 980 million yuan

Net profit: 473 million yuan.

Net profit increase or decrease: 10.73%

Performance analysis: the company's brand covers men's wear, women's wear and children's wear, and has a gradient brand portfolio.

In recent years, brand tonality, channel and design have been gradually adjusted, and management has been constantly refined to substantially reduce inventories.

In the next 3 years, the company's marginal competitive advantage will continue to rise and enjoy the bonus of growth.

Stock abbreviation:

Total market capitalization: 3 billion 643 million yuan

Net profit: 118 million yuan ~1.30 billion yuan.

Net profit increase or decrease: 0%~10%

Performance analysis: profit from sales orders growth.

The company is mainly engaged in third party clothing design, and provides supporting services such as organization and production according to customer needs. Category extension and customer development are the foundation for the steady growth of the main business.

At the same time, the company actively set up the global fashion design ecosystem.

Abbreviation: Mei Bang dress

Total market capitalization: 6 billion 909 million yuan

Net profit: -3.62 billion yuan ~-2.07 billion yuan

Net profit increase or decrease: -1102%~-673%

Performance analysis: the company continues to steadily promote brand innovation, channel pformation and supply chain optimization. Direct business pformation has achieved initial success, but the adjustment of franchise business is still lagging behind. The overall performance of the company still has a certain deficit, and the profitability of the company is still relatively weak.

Stock abbreviation: Pathfinder

Total market capitalization: 4 billion 73 million yuan

Net profit: -8900 million yuan ~-8400 million yuan.

Net profit increase or decrease: -153%~-150%

Performance analysis: the main business of the outdoor sector is affected by the change of management level during the reporting period, and the overall performance is not up to the beginning of the year.

At the same time, the company further focuses on outdoor activities, and expects to carry out the impairment test for the non outdoor business investment correction which can not achieve the expected profit target in the short term.

Stock abbreviation: YOUNGOR

Total market capitalization: 33 billion 93 million yuan

Net profit: 355 million yuan.

Net profit increase or decrease: -90%

Performance analysis: through promoting the channel strategy of "opening large stores, expanding outlets, closing stores and excellent structure", the company continued to pick up sales, and promoted the efficiency of marketing by using big store marketing. The inventory effect was remarkable, but the decline of real estate business and investment business results in the overall revenue and net profit of the company.

Stock abbreviation: Semir clothing

Total market capitalization: 24 billion 972 million yuan

Net profit: 999 million yuan ~14.27 billion yuan.

Net profit increase or decrease: -30%~0%

Performance analysis: net profit reduction is mainly due to the company's increase in R & D investment, the promotion of personnel salaries, and the development of e-commerce business, resulting in a larger cost increase.

Since the second half of last year, the company has increased its support for franchisees, as well as increased inventories and increased loss of assets.

It is worth mentioning that at this stage, some clothing listed companies actively expand children's clothing and other segments of the market and achieve rapid growth in performance.

The steady growth of the order, said the shares of Sha Sha, the company based on women's fashion industry, and actively expand the green baby, medical beauty and cosmetics and other related industries, with the expansion of business scope, the company's overall business revenue and business performance gradually increased.

The market value of baby blonde Rabbi reached 3 billion 410 million yuan, ranking fifty-eighth in the list.

According to its annual report, it is estimated that the net profit attributable to shareholders of Listed Companies in 2017 will be 72 million 755 thousand and 700 yuan ~8730.68 million yuan.

Hai Lan home announcement said that in October 2017, the company's wholly-owned subsidiary

It intends to grant 660 million yuan of its own funds to the Xinyu Ying Kai and other shareholders to hold about 44% stake in Ying Shi.

Hai Lan home said that in order to seize the rapid growth opportunities in the baby market and increase the new profit growth point, the company decided to invest in Ying Shi baby. After the completion of the paction, Hai Lan investment will become the second largest shareholder of Ying Shi baby.

Clothing industry bottlenecks to promote multi-channel growth of men's clothing

With the increasing personal disposable income, consumers are willing to pay more for clothing. Since 2000, China's apparel retail business has maintained a high growth rate.

But since 2013, the overall apparel retail industry has slowed down significantly due to the impact of electricity suppliers and the invasion of international brands.

The most direct expression is the mass closure of the next store in the clothing brand line. Obviously, the development of domestic apparel retail business has entered a bottleneck period.

By the end of this year, the garment industry has finally recovered, the women's clothing has been strong in the electricity supplier channel, and the retail trade of men's clothing has begun to pick up gradually. The trend of the clothing industry can be analyzed from the men's wear market.

Data show that in 2000, China's clothing retail sales scale was less than 60 billion yuan, and by 2012 this figure reached 702 billion 200 million yuan. In October, the clothing retail business compound growth rate exceeded 20%.

but

From 2013, the growth rate slowed down significantly, and the growth rate decreased by 6% as of 2016. In the 16 year November, the clothing business began to grow negatively.

In the first half of this year, men's clothing brands performed well, Hai Lan's home revenue exceeded 9 billion 200 million yuan, while YOUNGOR made the most profit by more than 2 billion profit.

Previously, the homemade men's wear brands had not been performing well. On the one hand, they came from the impact of online clothing business, and a lot of men's brand offline stores closed down, while the domestic men's brand online business matured.

On the other hand, the overseas clothing brands enter the domestic market in large numbers. When the overseas brands seize the share, the domestic brands should not only cope with them, but many brands blindly make price wars, resulting in difficulty in making profits.

Insiders said that the current stage of domestic

The business mode of e-commerce business is more mature, and the brand pays attention to the needs of young consumer groups to launch products, and achieves growth through online stores.

More wonderful information about the world clothing shoes and hats net!