Clothing Industry Has A Warmer Trend Of Weakening Electricity Supplier Impact

Disclosure of Listed Companies in 2016 semi annual report has begun.

According to the statistics of journalists, as of August 4th, a total of 51 clothing listed companies in Shenzhen and Shanghai have disclosed the 2016 semi annual performance notice.

Among them, 24 companies have increased or increased earnings, and 8 companies have increased by more than 50%.

Industry analysts believe that the impact of e-commerce on offline retail is relatively weakened, and the retail sales of garment terminal in the second half of this year are expected to further improve.

According to the statistics, nearly half of the 51 clothing companies listed on the medium term performance notice were pleased with the results. The performance of the 10 companies was reduced or slightly reduced, 7 companies continued to lose, 4 companies suffered the first loss, and 6 companies lost or lost their profits.

It is worth noting that the performance of some companies has increased by a large margin.

Hinur, search special, Huafu color spinning and other 8 companies, the biggest increase in advance is over 50%.

Among them, the net profit growth interval of 390%~440% was ranked the top of the performance increase list, followed by a three wire net profit increase range of 115%~145%, and the cross-border net profit increase range was 100%~150%.

In fact, the garment industry has been warming up since the first half of the year.

According to the statistics of the China National Business Information Center, in June this year, the sales volume of clothing in 50 major large retail enterprises increased by 4.8% over the same period last year, which is much warmer than that in May.

Analysis is expected in the second half of this year, with the increase of holidays and promotion of shopping malls,

The retail sales of garment terminal are expected to be further improved as well as the continuous adjustment of the industry structure.

Research from the organization also showed that the first half of the year, the total retail sales of the country amounted to 22367 billion yuan, up 28.2% over the same period last year, the growth rate dropped 11.1 percentage points year-on-year, the online retail sales of physical goods increased by 26.6%, the growth rate dropped 12 percentage points year-on-year, and accounted for 11.6% of the total retail sales of consumer goods.

Zhongtai securities, a research report pointed out that the electricity supplier is still an important driving force for the growth of social retail sales, but the growth rate dropped to below 30%, the current online consumption is still strong, but the impact on the line is relatively weakened.

Judging from the reasons for the growth of performance,

It mainly benefits from cross-border e-commerce business or company management and resource integration.

Hinur recently released a semi annual performance upward revision notice, of which net profit is expected to be 20 million ~3000 yuan, the performance increased by 390%~440% in advance, reversing the previous year's losses.

Hinur said that the company's external sales of its own shops contributed to the rise in the performance.

The cross-border general rule indicated that the thickening of performance was mainly due to the rapid growth of cross-border electricity supplier business.

Huafu color spinning said that the increase of new products contributed greatly to the improvement of gross margin, and enhanced labor productivity through enhanced management and resource integration to achieve performance growth.

However, some people are glad that some people worry that 5 of the apparel listed companies that disclose the mid-term earnings forecasts are expected to fall by more than 50%, and 4 companies are expected to suffer the first loss.

Among them, the net profit of the cashmere industry is expected to decline by 1714%~2154% compared with the same period last year.

In this regard,

It is indicated that during the reporting period, the average selling price of the company's products decreased compared with the same period last year, resulting in a decline in the gross profit margin of the company's sales, and the company's textile eco industrial park project was put into operation one after another. The cost of new fixed assets led to an increase in the cost of the company's products and a narrowing of its profit space. The textile ecological industrial park project of the company was put into operation one after another, and the amount of capitalization of the loan cost was significantly reduced compared with the same period last year.