China'S Clothing Is In A Low Fashion, But There Is No Obvious Improvement In Clothing Terminal Retail.

< p > recently, flush (14.660, -0.43, -2.85%) statistics show that among the 34 listed companies of "a href=" http://cailiao.sjfzxm.com/matertial/show/default.aspx "clothing" /a ", 25 companies have disclosed their 2012 performance notices, 10 of which have declined significantly, accounting for 4.

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< p > profits dropped by 38%. This is the pcript of Semir costumes (21.03, -0.05, -0.24%) (SZ.002563) in 2012.

< a href= "//www.sjfzxm.com/" > Semir < /a > is not the only listed company with declining performance.

Yesterday, flush (14.660, -0.43, -2.85%) statistics show that 34 clothing listed companies, 25 companies have disclosed the 2012 performance notice, of which 10 of the performance fell sharply, accounting for 4 percent.

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< p > in this case, some enterprises have found another way to get involved in real estate, lithium battery and other industries.

The industry is expected that the clothing terminal retail at the moment is still no significant improvement, the short term is difficult to recover.

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< p > < strong > the performance of 13.60,0.05,0.37% is reduced by less than /strong > /p >.

< p > the performance of Brand Company, which is well known to many people, has dropped sharply.

The day before yesterday, Semir's apparel sales performance bulletin showed that the net profit attributable to shareholders of Listed Companies in 2012 was 756 million yuan, down 38.24% compared to the same period last year. The 7.59,0.01,0.13% (SH.600107) announcement also showed that the net profit attributable to shareholders of Listed Companies in 2012 would be reduced by 40%-60% compared with the same period last year. The SZ.002269 of the United States is expected to decline 0% to 30% in 2012 compared with the same period last year, while Kaiser's 2012 annual performance is expected to decline by 20%-35% compared with the same period last year.

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< p > > a href= "http://cailiao.sjfzxm.com/matertial/show/default.aspx" > Chinese dress < /a > (7.22,0.00,0.00%) (SZ.000902) is the biggest loss among the 25 enterprises.

In January 30th, the company released its performance forecast. It was estimated that the company's net profit fell 1704% in 2012 and lost 43 million yuan -4700 million yuan.

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The latest statistics of the p China National Business Information Center show that in 2012, the retail sales of clothing commodities of hundreds of major retail enterprises in China increased by 12.3% over the same period last year, and the growth rate was 8.1 percentage points lower than that in 2011. The sales volume of clothing increased by 2% over the same period last year, and the growth rate slowed down 2.9 percentage points over the same period last year, the lowest growth rate in nearly ten years.

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< p > < strong > high inventory leads to industry predicament < /strong > < /p >

< p > high inventory is a common problem that puzzles the clothing industry.

There are even rumors in the market that China's clothing inventory is not sold in three years.

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< p > for this, Zheng Hongwei, vice president of Semir clothing, told the media that the stock is phased. It will not sell in the first three years, and second, it is related to the climate.

But these are the ways to solve the problem, and now the convenience of online sales, plus discount sales promotion and other means, are more conducive to the rapid handling of inventory.

Zheng Hongwei estimates that most clothing companies will be digested by the end of 2012, the most in mid 2013.

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< p > however, Semir apparel is still Frank in its latest performance bulletin, and the company's performance has declined. First, because of the increasingly fierce market competition, second, the company's stock is increasing, and the corresponding provision for inventory depreciation is increasing. At the same time, the company's accelerated inventory handling has led to a short-term decline in gross margin.

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< p > Semir apparel also said that in 2012, the company stepped up investment in product R & D, marketing network construction and supply chain, and its benefits could not be clearly reflected in the short term.

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< p > the Chinese clothing with the biggest loss growth rate indicated that the demand for domestic and foreign market was sluggish in 2012, which resulted in the reduction of orders, the decrease of revenue, the decrease of gross profit, the increase of domestic raw material and labor cost and the fluctuation of exchange rate, and so on.

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< p > American Apparel also said that the overall revenue growth of the company slowed down due to the macroeconomic impact and the pick-up in autumn and winter.

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< p > < strong > industry is expected to recover in the short term < /strong > < /p >

< p > clothing industry is facing difficulties, and many related listed companies begin to diversify.

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< p > January 15th, YOUNGOR (7.77,0.06,0.78%) (SH.600177) announced that its wholly owned subsidiary, YOUNGOR real estate, recently signed a contract with Ningbo VICCO Real Estate Co., Ltd., to participate in the capital increase and share expansion of Ningbo Victor Chengxi Real Estate Co., Ltd., with a cash contribution of 165 million yuan to hold its 30% stake, and jointly develop the IV-3-3 block of Xue Jia District of Gulin Town, Yinzhou District, Ningbo.

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Besides P, YOUNGOR also owns more than 5% of the other four listed companies.

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"P", at the same time, Smith Barney clothing has also spent a lot of money to buy a property in Shanghai.

10.32,0.04,0.39% (SH.600884) has already started the diversified development of clothing, lithium batteries and investment. In its semi annual report last year, the operating profit of lithium battery material business is very close to the profit of garment business.

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< p > clothing industry has really become chicken ribs, many agencies said that in the short term, the industry is still difficult to recover.

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< p > February 25th Anxin Securities Research Report shows that the sales of clothing sales during the Spring Festival Golden Week kept low growth, which was in line with expectations. Generally speaking, the retail performance was generally in January and the 1 quarter is generally relatively dull.

Shenyin Wanguo [micro-blog] also said that the retail terminal has not yet come out of the doldrums, the current inventory is still continuing.

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Statistics of the Ministry of Commerce and the statistics of 50 major large retail enterprises show that the sales of clothing in January and Spring Festival are flat. Therefore, judging the bottom of the fundamentals of textile and garment industry will be the fastest in the two quarter of 2013, and the brand clothing companies will not be able to perform well in a quarterly report.

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