2015 Annual Report Is Coming To An End. Listed Apparel Companies Are "Happy And Unhappy".

The disclosure of annual reports in 2015 has come to an end, and the prosperity of various industries has been very clear.

As a big producer of traditional manufacturing industry, the predicament of the listed garment enterprises also surfaced.

According to reporter statistics, at present, 20 clothing enterprises in Shanghai and Shenzhen two cities have released financial data in 2015, of which 12 net profit has fallen, accounting for 60%.

The 6 companies, including the group, the United States and the United States, have double income and net profit.

Under the pressure of domestic and international market downturn and consumption upgrading, most garment enterprises have already begun to plan pformation.

According to incomplete statistics from the Securities Times reporter, more than 80% of the listed clothing companies have already made double layout on line and online.

Many companies have also launched offshore mergers and acquisitions.

However, according to the annual report, the effect of pformation is still difficult to be reflected in the performance.

60% decline in garment companies' performance

Of the 20 listed apparel companies that have disclosed the 2015 financial data, 12 net profits have declined.

The loss of US state clothing and Jialin Jie is over 100 million yuan, and the performance of the company such as lancet, Boulevard, blonde, Rabbi, Saturday, George White, Jiaxi bird, Pathfinder, seven wolves, Jihua Group and Jiaxin silk company has also declined to varying degrees.

In the past 7 years, the "first dress brand of domestic clothing" was released for the first time.

In 2015, the results showed that the company achieved 6 billion 285 million yuan in 2015, down 5% compared to the same period last year, and the net profit attributable to shareholders of listed companies was -4.31 billion, down 396% from the same period last year.

In recent years, in order to deal with overseas

Strong layout and the impact of electricity suppliers, the United States state of the clothing pformation action frequently.

For example, "APP" is a powerful variety show called "fantastic flower".

In July last year, the United States announced a fixed increase in fundraising plans to raise 9 billion yuan, of which 6 billion yuan for the construction of O2O all channel platform.

4 months later, the amount of raised funds raised by the United States was reduced to 4 billion 200 million yuan, of which 1 billion 591 million yuan was used for O2O all channel projects.

But this series of layout has not yet made a real sales growth for the American band.

Jialin Jie is also facing difficulties.

The company's net profit in 2015 was -1.01 billion yuan, down 465% compared to the same period last year.

In addition to the market downturn, the company's sales orders decline, Jialin Jie losses also include the report period, the company's new production base early investment is larger, before the formal production, the scale effect is not yet reflected.

In addition, the net profit of Pathfinder has also been the first negative growth since listing.

The company's net profit in 2015 was 265 million yuan, down 10.03% from the same period last year.

The company said it was mainly due to the further increase of market competition pressure, and the decrease in gross profit of the outdoor goods sector.

The Pathfinder is also constantly exploring the way in pition. In 2015, the company built a pathfinder ecosystem for outdoor products, travel services and three major sports, and 1700 shops nationwide will gradually change to the form of "outdoor + travel".

Good performance does not depend on the main business.

Of course, there is also a doubling of the performance of the listed garment enterprises.

However, Securities Times reporter found that behind these brilliant results, it is not from the main industry's income generation.

In 2015, he made a profit of 1 billion 13 million yuan, 108 million of which came from the sale of shops in Beijing.

Busen shares, which grew 111.17% year-on-year in net profit, sold half off wholly-owned subsidiaries at the end of last year, bringing a profit of up to 45 million 383 thousand and 700 yuan.

On the other hand, in order to find new growth points of performance, more and more listed clothing enterprises begin to diversify.

In April 12th, Hui Jie disclosed that Future Ltd's business development would consider new business related to underwear, and the company was preparing to launch a new cosmetics business in 2016.

According to the latest disclosure of the interactive exchange of Shenzhen Stock Exchange, the home textile listed companies prefer to accept institutional research in April 6th. They say that there are two aspects for the vertical electricity supplier business in the Internet: first, the company's HBDIY Internet platform plan; and two, the "well-known IP derivatives" camp service provider plan.

Overweight

For the listed clothing companies who want to go to capacity and inventory, the electricity supplier has become a necessary road.

More than 80% of the listed apparel companies including Semir clothing, Busen shares and blonde Rabbi are both offline and offline.

But the change in the performance of the electricity supplier does not seem obvious.

Take the leisure brand Semir clothing as an example, the company's operating income in 2015 was 9 billion 450 million yuan, an increase of 16.1% over the same period last year, and net profit of 1 billion 350 million yuan, an increase of 23.5% over the same period last year.

Despite the continuous growth of the electricity supplier business, the company's children's clothing brand Barbara's revenue accounted for 40% of the group's revenue, and its sales volume reached about 3000000000 Yuan, becoming the main force to improve the company's performance.

But this does not affect more companies involved in e-commerce business.

On March 30th, Jiaxin silk said at the 2015 annual performance briefing that the latter company will explore the possibility of developing cross-border e-commerce business, and will sell the company's brand internationally through cross-border e-commerce.

In addition, in order to change, the listed garment enterprises are accelerating the pace of overseas mergers and acquisitions.

Shandong Ruyi group has acquired the SMCP controlling interest of French fashion group in recent 1 billion 300 million euros, and the group will continue to expand its market in Europe, North America and the Middle East, especially in Asia.

Prior to that, modern Boulevard, long style shares, Semir costumes, and song and other companies have already set up overseas markets.

Everbright Securities analyst Li Jie said that at present

Relatively strong, foreign valuation such as the euro is low, it is expected that in the future, as the internationalization of RMB and the flow of resources will be more frequent and convenient, the domestic garment industry overseas mergers and acquisitions will accelerate.