Focus On The Industry: 32 Clothing Enterprises Released The First Half Of The Year'S Performance Express

The epidemic "black swan" has hit garment enterprises hard.

Statistics show that up to now, 32 clothing listed companies have disclosed the first half of the year's performance express, of which only 12 achieved growth, the remaining 20 have declined to varying degrees, and 11 enterprises have lost money in the first half of the year.

Net profit growth: negative growth of FILA

From the current disclosure, the sports market is still hot in the first half of the year.

Anta sports, except for FILA brand, showed an increasing trend; Tebu, 361 degrees, mugaodi and jialinjie achieved growth, especially thanks to the hot camping. The net profit of the first half of the year is expected to increase by 112.12%; The noble bird and Sanfu suffered losses to varying degrees.

Specifically:

Anta Sports expects the retail value of Anta brand in the first half of the year (calculated by retail value) to record a positive growth in the number of medium units compared with the same period in 2021. The retail value of FILA brand in the first half of the year (in terms of retail value) recorded a low unit negative growth compared with the same period in 2021. The retail value of other brands increased by 30% - 35% in the first half of the year compared with the same period in 2021.

It is estimated that the proportion of shareholders of common shares of the company acquired in the first half of 2022 will be no less than 35% higher than that in the same period of 2021.

According to a 361 announcement, the profit attributable to equity holders of the company for the six months ended June 30, 2022 was no less than 30% higher than that of the same period last year.

Sanfu outdoor expects that the net loss of shareholders of the listed company will be 13-17 million yuan in the first half of 2022, from profit to loss, but the sales of key brand x-bionic will double in the first half of 2022.

It is estimated that the net profit attributable to shareholders of listed companies will reach about 113 million yuan in the half year of 2022, with a year-on-year increase of 112.12%.

Guirenniao is expected to realize a net profit loss of 19.8 million yuan to 14.4 million yuan in the half year of 2022, which will be a loss compared with the same period of last year.

Jialinjie is expected to achieve a net profit of 20 million yuan to 27 million yuan in the first half of the year.

Women's wear: Meibang's loss exceeds 600 million, soyute's highest loss is 700 million

According to lianshang.com, among the 10 women's clothing companies currently published, 7 companies' net profits declined in the first half of the year. Among them, Meibang is expected to decline by 1646.86%. Ruyi and Erdos in Shandong have achieved growth, and soyute's losses have narrowed; In addition, Meibang and soyute are expected to lose money in the first half of this year.

It is estimated that the net profit attributable to the shareholders of the listed company will be about 133 million yuan in the half year of 2022, which is expected to decrease by 278 million yuan or 68% compared with the same period of last year.

Anzheng fashion expects that in the half year of 2022, the net profit attributable to shareholders of listed companies will reach 15 million yuan to 21 million yuan, with a year-on-year decrease of 73.83% to 81.31%.

In the first half of the year, souyu is expected to have a loss of 500 million to 700 million yuan, a decrease of 62.56% - 47.58% over the same period of last year.

Jinhong Group expects to achieve net profit of about 33.73 million yuan to 41.23 million yuan in the first half of 2022, a decrease of 69% to 75% compared with the same period of last year.

The company's net profit attributable to shareholders in 2020.79 million yuan is expected to decrease by about 47.074 million yuan.

It is estimated that the net profit of Lanzi will reach 8 million to 12 million yuan in the half year of 2022, with a year-on-year decrease of 87.14% - 91.43%.

It is estimated that the net profit attributable to shareholders of the listed company will be 3.58 million yuan in the half year of 2022, which is expected to decrease by 24.2558 million yuan or 87.14% compared with the same period of last year.

The net profit in the first half of the year is expected to be - 680 million yuan to - 620 million yuan, down 1646.86% - 1492.73% year on year.

Ruyi group turns losses into profits, and it is estimated that the net profit attributable to shareholders of Listed Companies in the first half of 2022 will be 31 million to 40 million yuan.

Ordos is expected to realize the net profit attributable to shareholders of listed companies from 3.081 billion yuan to 3.387 billion yuan in the half year of 2022, which will increase by 1.511 billion yuan to 1.817 billion yuan, with a year-on-year increase of 96% to 116%.

Men's wear: Youngor's net profit rose and three companies lost money

Among the seven men's wear achievements announced at present, only LiLang, Youngor and modern Avenue achieved growth in the first half of the year, while the net profits of carbine, Meierya, BUSEN and jiumuwang declined to varying degrees, among which Meierya, BUSEN and jiumuwang suffered losses in the first half of the year.

China LiLang estimates that the retail value of "lilanz" products in the first half of 2022 (in terms of retail value) will achieve a low to medium unit growth compared with the same period in 2021.

Carbine expects net profit to decrease by more than 50% in the first half of 2022.

It is estimated that the net profit attributable to shareholders of listed companies will be - 5 million yuan to - 7.5 million yuan in the half year of 2022, with a year-on-year decrease of 369.19% - 503.78%.

BUSEN shares is expected to lose 25 million to 35 million yuan in the first half of 2021, with a year-on-year decrease of 167.77% - 194.88%.

Jiumuwang expects to realize net profit of - 65 million yuan to - 55 million yuan in the half year of 2022; Compared with the same period last year, there will be a loss.

Youngor expects net profit in the first half of the year to be 3.126 billion yuan, with a year-on-year increase of 90%.

Modern Avenue is expected to achieve a net profit of 58 million yuan - 87 million yuan in the first half of the year, with a year-on-year increase of 384% - 526%.

Children's wear: Samma's net profit decreases, and anel loses money

The net profit of SEMAR in the first half of 2022 is expected to be 90 million yuan - 130 million yuan, with a year-on-year decrease of 80.46% - 86.47%.

It is estimated that the net profit attributable to shareholders of Listed Companies in the first half of 2022 will be a loss of 92 million yuan to 70 million yuan, from profit to loss.

It is estimated that the net profit attributable to shareholders of listed companies will be - 70 million yuan to - 100 million yuan in the half year of 2022.

Underwear: leading shares, an Lifang expected loss

It is estimated that the operating income of leading shares will decline in the half year of 2022, and the operating performance will suffer losses. The net profit attributable to shareholders of listed companies will be about - 22.9838 million yuan.

The company is expected to have a net loss of HK $5 million before May.

Shoes, bags and bags: Tianchuang fashion lost money on Saturday

Aokang is expected to realize a net profit of 3 million yuan in the half year of 2022, which will decrease by 78.3103 million yuan compared with the same period of last year, with a year-on-year decrease of 96.31%.

On Saturday, it is expected to turn losses into profits in the first half of the year, with a net profit of 110 million yuan to 165 million yuan. It is worth noting that its footwear business is still in deficit, while Yuanwang network expects a net profit of 180 million yuan to 210 million yuan in the first half of the year. The announcement on Saturday pointed out that in order to further promote the strategic transformation of the company, the company intends to transfer 100% equity of its subsidiary Foshan Saturday Shoes Co., Ltd. through listing in Guangdong equity trading center, so as to realize the sale of footwear sales related business.

Tianchuang fashion is expected to realize net profit of - 32.23 million yuan to - 48.34 million yuan in the half year of 2022.

Epidemic situation is the main cause of performance decline

In the face of declining performance, the epidemic situation has become the most frequently mentioned influencing factor by enterprises.

Anta believes that in the first half of 2022, due to the rebound of the epidemic situation in mainland China, the group suspended the operation of some physical stores in specific areas in accordance with the guidelines and requirements of local governments. Therefore, the group's offline retail business was adversely affected by the significant drop in passenger flow and the weakening of consumption intention.

Taipingniao, Meibang, SEMAR and other clothing brands were all mentioned in the announcement, and the suspension of store business had a great impact on the performance.

In addition, the rising prices of raw materials and the international situation also have an impact on the performance of the clothing industry.

Golis said that due to the geopolitical factors such as the situation in Russia and Ukraine, the timeliness of overseas logistics has slowed down, and the delivery rhythm of international supply chain has been significantly affected, resulting in the decline of wholesale revenue of IRO Paris brand in the second quarter; At the same time, the situation in Russia and Ukraine makes the international logistics transportation costs rise more, the gross profit rate of IRO Paris brand also decreases, and the profit of the brand in the second quarter is greatly affected.

Daily fashion believes that due to the fluctuation of raw material prices, the company's product costs have increased and the gross profit margin has decreased during the reporting period.

Samma also pointed out that the rise in the price of raw materials in the supply chain led to the rise of the company's procurement costs, and the increase of sales promotion, which led to the decrease of gross profit rate.

Product innovation and online business become new growth points

With the closure of offline stores affected by the epidemic, online has become a new growth point of enterprise performance.

TEB owes its comprehensive revenue growth of no less than 35% to the breakthrough in product innovation, retail channel upgrading and brand awareness promotion of its main brand and Tebu children's business, which has brought considerable orders; As well as the strong retail sales of soconi in the professional sports division, especially the retail performance of e-commerce business, led to a year-on-year growth of more than 100%.

361 degree believes that the improvement of the group's performance is mainly due to the improvement and innovation of the group and the introduction of more new products with high functionality and high premium, thus promoting the steady growth of turnover.

Under the influence of the epidemic in the first half of the year, Goliath said it actively promoted sales through new store development, online sales and community marketing. It is expected that sales in the first half of the year could increase by 5% - 10% year on year.

Anel said that since 2022, it has vigorously developed live e-commerce and private channel business,

During the period of live broadcast, the brand of nai'er was growing rapidly, especially in the field of children's clothing. ? ?