Influenced By Some Factors, The Overall Business Environment Of The Textile And Garment Industry Is Not Very Optimistic.

Plate listed companies in 2016, a quarterly report has been completed, overall, the overall business environment is not optimistic, the performance of each sector is not very prominent.

From the performance of individual stocks in the plate, the first quarter performance is related to the current development hot spots.

Major securities analysts believe that in the future, with the continuous structural pformation of the supply side, the deep value of some companies will gradually become prominent in the continuous pformation and upgrading of the industry.

Changes in consumption trends, bottlenecks in the development of traditional electricity providers and the rapid development of the media have contributed to the outbreak of the net red economy.

In the net red economy, fans economy and sharing economy, traditional clothing enterprises are groping for ways of cash flow. Good business models have strong replication among categories, and will also bring changes to traditional business models.

At the same time, the personalized demand of consumers aroused by the new mode of operation of the net red electricity supplier also put forward the requirement of "small batch, multi variety and quick turnover" for the supply chain, which posed a new topic for the traditional supply chain organization mode of textile and clothing.

Antarctic electricity supplier is a typical representative of new operation mode.

The Antarctic electricity supplier has achieved a more accurate match between supplier demand and supplier production through the "flexible supply chain".

Through the Antarctic business platform, many dealers can share C end user data, suppliers, e-commerce platform traffic, logistics, inventory, financial services, integrated e-commerce services, etc., suppliers can also share with customers the demand data, distributors, logistics, financial services and so on.

Analyst Lv Ming thinks, Antarctic business has net red economic gene, garment supply chain and electricity supplier brand operation experience unparalleled, is expected to become the net red economic industry leading enterprise.

Apart from the demand for supply chain integration brought by the net red economy, many textile enterprises have fully recognized the tremendous role of the invisible hand, and have made remarkable progress from the breakthrough stage of individual soldier to the stage of integration into the ecological supply chain.

In the first quarter, Huafu color spinning company's operating income was 1 billion 772 million yuan, an increase of 10.22% over the same period last year, which once again proved the excellent control ability of Huafu color spinning. With the integration of Future Ltd's supply chain for the upper and lower industries, the company's cost control capability will further improve.

Huafu color spinning wholly owned subsidiary, Shenzhen Huafu Network Investment Co., Ltd. and Xinjiang Cotton Industry Group Co., Ltd. signed the framework agreement in March 18th this year. In May 28th, "Xinjiang Tianfu cotton supply chain Co., Ltd." was formally established. This marks the Huafu cotton network chain strategy has entered the formal implementation stage.

Huafu color spinning said that the Tianfu cotton supply chain will be based on the high-quality cotton resources in Xinjiang as the starting point, with the cotton mill and cotton and ramie station as the carrier, and take advantage of the state's support for agricultural reform and Xinjiang development to realize the strategy of big agriculture, big data and big finance, and strengthen and strengthen the cotton industry.

Benefiting from the improvement of the product mix and the increase of new product sales, Semir apparel performed well in the first quarter, operating income of 1 billion 923 million yuan, an increase of 16.15% over the same period.

Semir clothing said that the business business will clearly change the model, to change from the inventory to the new products on the line.

With the company's Internet business reform and promotion, and cooperation with the community to introduce lower cost traffic, e-commerce business is expected to continue to contribute to the new growth point.

At the same time, this year will continue to strengthen the supply chain construction, and is expected to complete supply chain integration in the second half of next year.

In 2015, he set up a new strategic development plan, focusing on supply chain management, brand management and Internet financial business, and vigorously developed into value-added services in the fashion life industry.

Among them, supply chain management is mainly through the wholly-owned subsidiary as a platform, and set up two level subsidiaries with high-quality suppliers all over the country, for centralized procurement, production management, R & D, storage and distribution, and other supply chain services.

The first quarter of 2016 benefited from the rapid development of new businesses. The company achieved operating income of 867 million, an increase of 118.93% over the same period last year, and net profit of 76 million, an increase of 44.71% over the same period last year.

According to analyst Li Jie, he also has a plan to optimize the supply chain system. It will build an automated three-dimensional library in the existing plots of Nantong, and build a new warehouse in North China, Southern China and southwest China. After the warehouse is completed, it can increase the storage area of 32 thousand square meters, enhance the supply chain management capability of the company, and optimize and upgrade the supply chain management system.

The implementation period of the project is 3 years.

Hot spot 2: dyeing and finishing

The G20 summit will be held in Hangzhou. In order to make the sky appear "Zhejiang blue", the Keqiao District of Shaoxing, Zhejiang will enhance the "sword" action on the local printing and dyeing industry, and Keqiao has the title of "global printing and dyeing to see China, China's printing and dyeing to see Keqiao", and the printing and dyeing industry in Keqiao, and the global printing and dyeing will be affected.

The closure of some production capacity, coupled with the rise in dye prices, has improved the performance of the printing and dyeing sector.

Analyst Lv Ming analysis, part of the production of products in the printing and dyeing company to raise the price space around 3%~8%.

{page_break}

As a leading enterprise in the printing and dyeing industry, hang min share has not been affected by the environmental storm. Its production and operation capacity is strong. Gross profit margin has been rising continuously. Sales revenue has reached 675 million yuan in the first quarter, an increase of 12.51% compared with the same period last year. The company realized operating profit of 135 million yuan, an increase of 17.96% compared with the same period last year, and the net profit attributable to the parent company was 91 million 860 thousand yuan, up 17.91% over the same period last year.

Galaxy Securities analyst Mari believes that the products produced by Hang min share are all higher end dyed fabrics, which are different from the low-end products produced by small enterprises. Therefore, the closure of small businesses has not had much impact on the supply of the main customers.

The rising price of dye has limited impact on the cost of airline shares.

Dye prices rose to varying degrees in 3~4 months (20%-30%), but dye prices accounted for about 20% of the company's cost, and at present, printing and dyeing capacity is tight, a certain increase in raw materials makes the company's bargaining space larger.

However, due to the limited cost pfer capability of printing and dyeing enterprises, the sharp rise in dye prices will still adversely affect the company's performance.

Ma Li thought that although the price of dye did not bring too much impact on the performance of civil aviation shares in the first quarter, but from the end of the capacity side, because the amount of sewage discharged by the government can be restricted by certain emission permits each year, the airline will continue to upgrade its sewage technology every year, so that it can reduce the amount of water consumption and pollutant discharge through its own potential in the case of no increase in emission index, so that the limited emission rights can continuously meet the new capacity and expand the market share.

Mei Xinda also attaches great importance to environmental protection, benefiting from the upgrading of environmental policies.

In 2015, the operation cost of Mei Xinda for sewage station wastewater treatment facilities was 11 million yuan, a total of 1 million 600 thousand tons of printing and dyeing wastewater were treated. Plans to invest 1 million yuan to build water and energy metering automation and informatization scheme, and to cooperate with Tianjin membrane technology to build a deep water reuse scheme in membrane technology, the implementation of the scheme will be built in the first national printing and dyeing industry sewage zero discharge enterprise.

Up to now, the company has a total emission value of 7 million 437 thousand and 700 yuan.

Mei Xinda said that Future Ltd will focus its resources on making the best and stronger printing and dyeing industry and strive to create new high quality products.

According to the introduction, Mei Xinda has stripped off the profitable business links such as dyeing, finishing, textile and other aspects, and focused on the development of production and service platform for leisure fabrics with "marketing as the leader and research and development as the support", and entered the international famous brand clothing supply chain system.

In 2016, the company's three major work plans were to accomplish pformation and upgrading of customers and products through innovation, expand markets through orders, and focus on rainwater separation and collection and sewage zero discharge reconstruction projects.