Industry Stock Market: Data Analysis Of Clothing Retail Sports Brand Enterprises

From January to February, the total retail sales of consumer goods grew well, and the online and offline retail sales of clothing industry recovered. In 2021, the performance of Tebu Li Ning is bright, the competitive power of sports leader is obvious, and the high growth of sports industry is expected.

The consumption of Spring Festival is exuberant, and the Winter Olympics ice and snow sports catalyze the growth of clothing retail. From January to February, the total retail sales of consumer goods reached 7442.6 billion yuan, up 6.7% year on year. Among them, clothing retail sales increased by 4.8% from January to February, and online clothing retail sales increased by 3.9% year-on-year, showing good performance. From January to February, clothing retailing performed well, mainly due to the improvement of consumption vigor in the Spring Festival and the strong shopping demand of consumers; On the other hand, the Winter Olympics promotes the growth of outdoor consumption related clothing demand. Although retail sales are expected to fluctuate under the influence of the epidemic in March, the recovery trend of clothing retail demand remains unchanged in the medium and long term.

The annual performance of Tebu international Li Ning is outstanding, showing the competitiveness of sports leader. This week, TEB international and Li Ning released their annual report for 2021, which showed that in 2021, the revenue of Tebu international increased by 22.5% to 10.13 billion yuan, the net profit increased by 77.1% to 908 million yuan, and the main brands increased by 24.5% in the same period of the whole year; In 2021, Li Ning's revenue increased by 56.13% to 22.572 billion yuan, and its net profit increased by 136.15% to 4.011 billion yuan, including 55.26% of offline revenue and 58.39% of online and offline revenue, respectively. In the second half of the year, the performance of Tebu international and Li Ning increased rapidly. With the support and promotion of relevant national policies, the enthusiasm of national sports goods consumption is not reduced, the performance of sports leading enterprises is expected to further increase, and the high growth of sports industry is expected.

Under the current situation, we continue to focus on the target with good performance. The popular leisure clothing mainly recommends Hailan home and SEMA clothing. For medium and high-end clothing, it's recommended to be newsbird, Bien lefin, Goliath, bosden and Desu fashion. In terms of sports apparel, under the background of high industry outlook and demand recovery, Hong Kong stocks Anta sports, Li Ning and Tebu international are recommended. The online and offline growth of home textile industry is good. It is recommended to focus on rolai life, mercury home textile and fuana. In terms of upstream textile manufacturing, with the epidemic situation at home and abroad being effectively controlled and orders at home and abroad stabilized, Huali group, an ODM integrated footwear manufacturer, was recommended; Shenzhou International, a manufacturing leader with perfect production capacity layout, is expected to grow steadily in the future. It is suggested to pay attention to Xinao shares.

Board Review: this week, gem (1.81%), Shenzhen Composite Index (- 0.95%), Hushen 300 (- 0.94%), Shanghai Composite (- 1.77%). Textile manufacturing sub plate fell by 2.42%, clothing and home textile sub plate fell by 2.69%.

Announcement of key companies: Tianhong Textile Co., Ltd. released 21 annual reports, with revenue increased by 35.5% and net profit attributable to listed shareholders increased by 419.3%; Tebu released 21 annual reports, with revenue increased by 22.5% and net profit attributable to listed shareholders increased by 77.1%; Li Ning released the 21 year performance announcement, during the reporting period, the revenue increased by 56.13%, and the net profit attributable to the listed shareholders increased by 136.15%.

Industry news: from January to February in 22, the retail sales of clothing, shoes, hats and knitwear increased by 4.8%; As of March 11, 22, 50 textile and clothing listed companies in the three cities disclosed their performance express in 2021, with over 60% expected to be happy; Belle fashion plans to go back to Hong Kong for listing, and digital helps growth.

Risk factors: uncertain risk of epidemic situation, consumption recovery is not as expected.