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Industry Stock Market: Listed Companies In Shanghai, Shenzhen And Hong Kong Have Disclosed Their Mid Report Performance In Advance

2023/7/19 15:35:00 0

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Recently, with the intensive release of performance forecasts in the first half of the year, nearly 30 Shanghai Shenzhen and Hong Kong stock listed companies involved in clothing business have disclosed their mid report performance in advance, of which more than half of the enterprises are expected to make profits, showing a clear trend of industry recovery and recovery.

More than half of the enterprises expect to gain

On the whole, 6 of the nearly 30 enterprises achieved a net profit of more than RMB 100 million in the first half of the year, namely, the net profit of Suma Clothing exceeded RMB 450 million, the net profit of Baoxiniao exceeded RMB 371 million, the net profit of Taipingniao was about 251 million, the net profit of Jinhong Group exceeded RMB 140 million, the net profit of Septwolves exceeded RMB 136 million, and the net profit of Golis exceeded RMB 101 million; Only one company realized non net profit deduction of more than 100 million yuan, which reached 203 million yuan for Baoxiniao in the first half of the year, significantly exceeding market expectations.

From the perspective of net profit growth, the four enterprises doubled their net profit in the first half of the year. Among them, Hongxing Shares, which is mainly engaged in household apparel, saw a 983.55%~1082.06% increase in net profit in the first half of the year, followed by a 331.05%~426.84% increase in net profit in the first half of the year for Senma Clothing, and a 293%~316% increase in net profit in the first half of the year for Jinhong Group, which is owned by clothing brands such as VGRASS and TEENIEWEENIE, In the first half of the year, Golis' net profit increased by 100.4%~120.24%, Taipingbird's net profit increased by 89%, Wingaid Fashion's net profit increased by more than 65%, Septwolves' net profit increased by 50%~90%, and Baoxibird's net profit increased by 40%~55%.

At the same time, the gradual recovery of the market since this year has also led six enterprises, including Jiumuwang, Huamao Shares, Sanfu Outdoor, Leading Shares, Meibang Garments, Yingfeng Shares, to accelerate their recovery and turn their net profits into profits; The net profit loss of five enterprises, including Huasheng Shares, Burson Garments, Annell and Modern Avenue, narrowed compared with the same period last year.

From the perspective of non net profit deduction growth, six enterprises doubled their non net profit deduction in the first half of the year, of which Taipingbird's net profit in the first half of the year surged by 3480%, significantly ahead of enterprises in the same industry, followed by Hongxing Shares, whose non net profit deduction increased by 1789.05%~2085.27% in the first half of the year, and Sima Garments, whose non net profit deduction increased by 1539.38%~1939.23% in the first half of the year, Then came Jinhong Group's non net profit deduction in the first half of the year, which increased by 629%~674%, Golis' non net profit deduction in the first half of the year, which increased by 131.54%~156.45%, Septwolves' non net profit deduction in the first half of the year, which increased by 120%~170%, and Baoxiniao's non net profit deduction in the first half of the year, which increased by 51.65%~71.27%.

In addition, in Hong Kong stocks, China Lilang achieved a high unit growth in retail sales of its main brand "LILANZ" in the first half of the year, a double-digit growth in retail sales of its main brand in the first half of the year, a growth of more than 20% in retail sales of its children's clothing in the first half of the year, and a growth of more than 30% in retail sales of its e-commerce. Giordano achieved a net profit growth of 75% - 106% to HK $170 million - 200 million in the first half of the year.

Multi point efforts to promote performance improvement

As for the recovery and recovery of performance, it has become a concerted action of many enterprises to cope with the current complex and changing market environment by strengthening deep cultivation around product strength, brand strength, channel strength, etc., and improving profit margins by reducing costs and increasing efficiency. For example, Baoxiniao, Septwolve, Taipingniao and other enterprises have taken measures to effectively control terminal discounts, so as to improve the gross profit margin of products and drive profit growth.

Among them, Baoxiniao, whose performance in the first half of the year exceeded the market expectations, seized the opportunity of recovery of clothing terminal consumption, and solidly promoted the sales growth of Baoxiniao, Haggis, Baoniao, Lefeiye, Kaimiche and other brands. For example, the direct sales and group purchase businesses grew rapidly, realizing the double growth of revenue and profit.

Golith also benefited from the recovery of consumption in the domestic market, and made every effort to promote its multi brand matrix to make more efforts, achieving an increase of about 17% in revenue in the first half of the year compared with the same period in 2022, hitting a new record. Among them, the revenue in the second quarter increased by about 30%, and the net profit in the second quarter increased by 1524%~1827% to 54 million~64 million yuan.

Jinhong Group also strengthened its management efforts to improve the quality and efficiency of operations. On the one hand, it effectively controlled the sales rate and significantly reduced financial expenses. On the other hand, through the profit growth brought by the continuous growth of revenue, it is expected that the operating revenue, net profit and non net profit deduction in the first half of this year will exceed the best level in the same period since the listing of the enterprise.

From the perspective of market analysis, based on last year's undervalued value and the continuous recovery of consumption this year, the consumption boom of clothing brands further rebounded in the first half of this year, which led to significant growth of enterprise performance. It is expected that with the economic recovery in the second half of this year driving the continuous improvement of consumer demand, as well as the arrival of the autumn and winter sales peak season, the sales of clothing enterprises are expected to improve, However, the intensification of market competition will further bring about the polarization of enterprise performance.