Polarization Is Obvious, Textile And Garment Industry Is Still Adjusting Period.

< p > according to Wind data, as of March 19th, 78 of the two cities were a target= "_blank" href= "//www.sjfzxm.com/" > textile > /a > a target= "_blank", "_blank" > "clothing" < 11 "listed companies, 11 issued 2013 annual reports, 32 issued performance bulletins. In the enterprises that have published annual reports, the growth rate of revenue and net profit is 7, accounting for about 60%. Of the 32 companies that have released the results, 15 have increased net profit year-on-year. < /p >
< p > < strong > industry is still adjusting < /strong > < /p >.
< p > from the performance of listed companies, the textile and garment industry is still in decline. In 2013, the international competition in the textile industry intensified, the domestic economy descended, and the industry shuffled faster. The double track system of cotton and supply problems restricted the development of textile enterprises, and the increase of labor costs and the shortage of labor force increased the burden on enterprises. < /p >
< p > however, clothing and home textile industry are facing opportunities and challenges. On the one hand, with the increase of economic growth and per capita consumption level, the apparel industry will continue to maintain overall growth. Investors are especially optimistic about the prospects of high-end products. On the other hand, due to the impact of rising costs, channel changes, and new channels such as the Internet on the original channel, the international brand has increased the layout of the Chinese market, intensified the industry competition, and the garment industry development mode has changed from the previous extension to endogenous growth. Some mainstream clothing companies are facing the challenge of intensified inventory and weak growth. < /p >
For P, textile and garment enterprises are actively transforming, or turning to high-end products, or expanding other businesses. At the same time, more and more traditional clothing and textile enterprises choose "touches". O2O has become a hot word in the industry. < /p >
< p > < strong > polarization is obvious < /strong > < /p >.
< p > data show that 11 textile and garment enterprises that have published annual reports have achieved a total operating income of 23 billion 286 million yuan and a net profit of 1 billion 346 million yuan. < /p >
< p > revenue, the 3 companies of red bean, Jia Linjie and Wordsworth have achieved two digit growth. Among them, the red bean share revenue grew by 49% over the same period, but the company's real estate business accounted for more than 5 of the revenue, and became the main source of profits. < /p >
< p > net profit, Huafu color spinning, red bean stock, Mei Xinda and Jialin Jie 4 enterprises increased by more than 50% over the same period. Semir < a target= "_blank" href= "//www.sjfzxm.com/" > dress < /a > and Huafu color spinning respectively total profit of 900 million yuan and 200 million yuan, leaving many "small partners" all the way to go away. < /p >
< p > 2013, Semir clothing and casual wear revenue declined, but children's clothing business grew strongly, revenue grew 19.90% year-on-year, accounting for about 30% of the main business income. Jialin Jie, the main high-end outdoor product, has achieved super expected growth. < /p >
< p > 2 loss making enterprises all come from the cotton spinning industry. Huafang textile lost 32 million 510 thousand yuan, down 312% compared with the same period last year. De cotton shares lost 60 million 430 thousand yuan, down 1289.2% compared to the same period last year. For reasons of loss, Huafang textile was described as "the most difficult year in history" in 2013. Both companies have indicated that domestic and foreign cotton prices are hanging upside down, rising costs and unstable international market recovery, resulting in huge losses. < /p >
< p > announcement shows that Huafang textile will be backpacked by Jiahua energy and withdraw from the cotton spinning industry. And the German cotton shares plan to raise liquidity through large private placement, and introduce new businesses to find new profit growth points. < /p >
< p > it is worth noting that the cotton textile leading Lutai A and Luen Fat shares have shown a good performance in 2013, and the two enterprises are expected to continue to expand their capacity in 2014. In the fierce competition in the industry, the loss of enterprises gradually withdraw, cotton textile industry concentration is expected to significantly improve. < /p >
< p > < strong > force online shopping channel < /strong > /p >
< p > analysts believe that as casual wear and home textiles go to the end of inventory, it is expected that the performance of related enterprises in 2014 is expected to rebound. With the introduction of cotton direct subsidy policy, the domestic and foreign cotton price upside down situation is expected to ease. This will benefit the cotton spinning industry in the long run, but it is still expected that the cotton spinning industry will still be in a period of adjustment. < /p >
< p > Shenyin Wanguo research report thinks that the growth mode of "a target=" _blank "href=" //www.sjfzxm.com/ "brand clothing" /a "has come to an end. Market segmentation and channel diversification are the future directions. And Hongyuan Securities Research Report believes that the most clear two types of investment opportunities from the upstream industry chain textile manufacturing leader and the middle and lower reaches of the Internet and retail genes brand channel providers, the traditional midstream brand business adjustment and transformation trend will continue. < /p >
< p > the industry believes that clothing home textiles as the first category of online shopping, 5 years later is expected to achieve 40% online sales ratio. With the rise of online shopping, the future industry restructuring is the general trend. < /p >
< p > Roley home textiles, with its sub brand LOVO, carries out the "double eleven" business war, achieving sales of 160 million yuan, the first home textile category. Fuanna and Meng Jie have already broken hundreds of millions of revenue. < /p >
< p > high-end outdoor industry is in a period of rapid growth, but related companies are still expanding new businesses and new channels. Jialin Jie, in 2014, intends to promote her own outdoor sports "a href=" //www.sjfzxm.com/news/index_c.asp "clothing brand" /a by means of new carriers such as hand travel. The Pathfinder is developing the electricity supplier through the acquisition of green field platform, hoping to create a national outdoor gateway leading by touches. < /p >