Integration Of Textile And Apparel Industry

Here world clothing shoes The Xiaobian of the hat net introduces the market. Spin Clothing began to integrate the whole industry.

What kind of projects are suitable for crowd raising?

What is the most popular investor in the Zhejiang Li investment platform?

Yesterday, in Zhejiang's equity trading center and today's morning paper co sponsored "Zhejiang Li voted 2014 big consumer industry and O2O business model forum", these questions are the most sought after answers from listed companies and investors in Zhejiang.

Yesterday, domestic O2O senior experts, public funding experts, and 3 executives of large consumer industries listed companies, some PE/VC investment institutions and more than 120 listed companies participated in the forum.

　　 Clothes & Accessories In the pain of enterprise growth, usher in the whole industry integration.

The big consumer industry has always been the preferred investment target of investment institutions. The increase of residents' income has brought great impetus to consumption, which undoubtedly provides a good environment for the consumer industry. The rapid development of the electricity supplier industry and the "O2O" business mode and public funding have injected new vitality into the traditional consumption industry and brought new challenges. Small and medium-sized enterprises are eager to understand the current situation and future development trend of large consumer related industries, such as textile, clothing, food and beverage, household appliances, light industry manufacturing, etc.

Yesterday, Ma Li, an analyst of textile and garment industry from galaxy securities, analyzed her case by analyzing seven cases of wolf, good bird, Luo Lai home textiles and fuanna. Affected by poor consumer environment, anti-corruption restrictions on shopping cards and other factors, men's clothing companies in high-end shopping malls are sliding down, and women's clothing is slightly better than men's clothing. If the Hong Kong stock's treasure posture is a full direct battalion mode, the growth rate of single stores in recent years has declined, which also directly reflects that the environment is still poor and can only wait for the terminal demand to improve.

In her view, simple and extensive growth and dealers' pressing behavior have led to the pain of domestic apparel enterprises, and they have helped themselves. For example, Morima Fuku took the lead in clearing inventory and integrating the supply chain, and explored the field of electricity supplier. In July this year, through the acquisition of the brand of children's education (70% stake in Yu Han Shanghai), a big step was made to transform the comprehensive service provider of children's industry.

The food industry lost the market and its performance was not satisfactory.

Yu Chunsheng, a food and beverage industry analyst at Guo Hai securities company, made a report on the "mid term investment strategy for food and beverage in 2014". Judging from the trend of sub sectors, in the first half of the year, liquor and soft drinks rose fairly well, but the food category dropped more sharply, mainly due to the negative effects of liquor in 2013. The market hype brought an overvalued value, and the performance in 2014 was not as normal as expected.

Liquor prices fell more than a year after the "Shanghai Hong Kong Tong" positive impact, and get the value of the upgrade after upgrading, but from the trend of growth in performance, the liquor industry is still adjusting.

He believes that under the current macro-economic downturn, the endogenous growth under the upgrading of consumption is relatively fragile. Relatively speaking, the public products that are necessary for life are smaller than those of selected products (liquor). From the perspective of individual stocks, more investment opportunities should be explored from the perspective of strategic new products and epitaxy expansion.

After the purchase of the property market is deregulation, the prospect of household appliances consumption is good and bad.

Recently, some cities in the country have released restrictions on the property market in recent years. From the data point of view, the volume of real estate turnover in the second tier cities on the second quarter of has been rebounded. The effect of the restriction is obvious. At the same time, the mortgage interest rate has also loosened, which will help the real estate sales to further pick up quickly, which is expected to bring about a gradual improvement in the mood of the home appliance sector.

Wu Dongju, founder of the appliance industry analyst at Fangzheng securities, made a detailed analysis of the air conditioning, refrigerators, washing machines, color TV, kitchen electricity and smart home sub sectors in the report on the current situation and trend of the appliance industry. Such as air conditioning, the market space is still huge, and the refrigerator domestic sales saturation caused the industry to be under pressure, and it is urgent to upgrade the product.

In May 2014, the average price of 32 inch, 40 inch, 42 inch, 50 inch TV reached year-on-year decline of about 20%, and the downward pressure on industry profits continued to increase. The pressure of the color TV market comes from many aspects: on the one hand, it is hit by cross-border brands such as music, millet and other Internet; on the other hand, Iqiyi, Alibaba and other enterprises are also infiltrating the color TV market through the operation system and content.

The regulation of equity financing will be promulgated

On the forum, Chen Jian, director of Enterprise Service Department of Zhejiang equity trading center, also introduced a typical case to introduce the "Zhejiang Li Investment Internet financial platform" to the participants.

At the moment, the Internet equity market is booming. According to the statistical analysis report of China's crowd raising mode, China's Internet equity class raised more than 156 million yuan in the first half of 2014. However, problems such as imperfect management and exit mechanism after the project investment and the polarization of the platform have always been criticized.

Yesterday, reporters learned from the forum that the securities and Futures Commission has already reached Zhejiang equity. transaction The center has done research, and the relevant regulatory rules are expected to be launched before December of this year.