Market Hotspots: The Revival Of Clothing Leading Enterprises Is Pleasing.

As of February 28, 2019, Shanghai and Shenzhen 27 textile and apparel listed companies 2018 annual performance bulletin has been disclosed.

On the whole, most of the brand performance increased, and the total net income of operating income and shareholders attributable to shareholders of listed companies amounted to 13 brands, accounting for 48%.

Anta sports, Semir clothing, Bosideng, search special business income rate of advanced billion troops.

Net profit growth of YOUNGOR, Xingye leather, hannor, Saturday, newspaper bird and so on belongs to the shareholders of listed companies. The growth rate is 1134.72%, 156.42%, 114.08%, 103.99% and 102.30% respectively.

The industry believes that in recent years, the garment industry has entered a period of pformation and adjustment, and the recovery of leading enterprises is pleasing.

Sports and leisure wear achieve high growth

Relevant data show that since 2014, Anta sports has maintained its revenue and net profit by more than 15% over the past 5 years, while the 24 billion 100 million yuan business income is also the best result since its listing.

For the reasons for the substantial increase in performance, Anta said it was because Anta's main brand grew steadily, while other brands including FILA grew faster.

In 2018, the main brand of Anta is still the main source of group revenue. At present, the number of Anta's main brands in China has reached 10057, the annual growth of 15%~20%, the growth rate of FILA brand is more than 80%, and in 2018, the proportion of FILA's group revenue increased further. Currently, there are 1652 stores in Greater China and Singapore. In addition, the Desanto brand has a growth rate of 200% over the previous year due to its low base, and now there are 117 stores; Sprandi and Xiao Xiao cattle have 104 and 77 stores respectively.

Semir clothing, which has been operating for over 3 years, has been operating for 15 billion 716 million consecutive years. According to the 2018 performance bulletin, the annual revenue was 15 billion 716 million yuan, an increase of 30.68% over the same period last year, with net profit of 1 billion 693 million yuan, up 48.74% over the same period.

Semir clothing, which has attracted much attention, said that the main reason for revenue growth was the resumption of growth in leisure wear business, stable growth in children's business and rapid development of online sales to promote revenue growth. Meanwhile, the acquisition of French SofizaSAS company in the fourth quarter of 2018 brought the total revenue growth.

The main reason for the company's operating profit, gross profit and attributable to the net profit growth of shareholders of listed companies is the increase of company's operating income and the increase of gross profit margin.

Bosideng, also one of the 10 billion revenue battalions, has accumulated more than $10 billion in the 2018/19 fiscal year of Bosideng brand down garment business as of February 25, 2019. The total sales revenue has increased by more than 35% over the same period of 2017/18 fiscal year.

Some analysts believe that in the overall retail environment, Moncler and Canada goose's continuous invasion and the rise of other domestic brands, Bosideng still relies on excellent product strength and brand marketing combination to speed up the growth of the counter trend, behind which the group has a clear understanding of its own problems.

In the announcement, Bosideng said that focusing on the positioning of "the world's hot down eider experts", Bosideng continued to enhance brand upgrading, quality upgrading, channel upgrading, image upgrading and fashion function innovation, and achieved good results in retail and revenue performance.

Men's main business data gun eye

YOUNGOR's net profit attributable to shareholders of listed companies increased by 1134.72% in 2018. For the reasons for the increase in performance, YOUNGOR said that the first year's base was relatively small: in the 2017 year, the company made about 3 billion 300 million yuan in preparing for the impairment of CITIC assets, and the net profit attributable to the shares of listed companies was only 297 million yuan, with a relatively small base.

The two is the steady growth of main business: among them, the garment and textile sector has completed about 5 billion 611 million yuan, an increase of about 12.56% over the same period last year, and a net profit of about 842 million yuan attributable to shareholders of listed companies, an increase of about 10.88% over the same period last year.

In the past, he launched an explosive growth in 2018.

The latest 2018 annual results report that its net operating income in 2018 and its net profit attributable to shareholders of listed companies were 1 billion 720 million yuan and 125 million yuan, up 122.08% and 114.08%, respectively.

The main reason for Hinur's performance change is: on the one hand, it benefits from the clothing business, actively adjusts its strategic deployment, focuses on clothing sales and brand operation management, and continues to promote the strategic upgrading of garment business by increasing the group buying market and other measures.

On the other hand, it has benefited from the cultural tourism business, and continues to promote the following line town project. The innovation of the tourism industry mode is rewarded by the government.

In the past two years, the rapid development of the smart customization business reported that 2018 of the year's total business revenue reached 3 billion 120 million yuan, an increase of 19.76% over the same period. The net profit attributable to shareholders of listed companies was 50 million yuan, up 102.3% over the same period last year.

The announcement said that during the reporting period, in order to promote sales growth, the company continued to increase market development and market maintenance, increase brand outlets, increase affiliate buyout system (delivery is to confirm revenue, and allow a certain proportion of return). The proportion of cooperation models, such as news birds, HAZZYS (Haggis), and kmitchell, has increased sales, while labor costs and terminal costs have also increased. The company's government subsidies have increased over the same period of last year, and reduced donations from operating expenses; various asset impairment provisions have been prepared; the termination of the implementation of the restricted stock incentive plan in 2017 has led to accelerated confirmation of related share fees during the reporting period.

The seven wolves, which achieved double growth in revenue and net profit, reported in 2018 that the company achieved a total revenue of about 3 billion 521 million yuan, an increase of 14.15% over the same period last year.

This has benefited from the company's insisting on adjusting and upgrading the retail mode, improving the capability of supply chain reaction, optimizing the layout and efficiency of the channel, strengthening the brand tonality, and continuously strengthening the capacity of traffic operation and control.

Guoxin Securities analysis shows that in 2018, the leading enterprises in the clothing industry still have a steady growth over the average level of the industry, and there is also a structural change in the degree of visibility among the sub sectors.