Dotting: O2O Mode Activates "Future Bull Stock"

< p > - 16 mainstream investment and research institutes have reached a consensus on the bottom of the textile and garment industry. < /p >
< p > 2013, the textile and garment industry showed a weak recovery and a sustained downturn in domestic sales as a whole. It was reflected in the report of the listed companies that the manufacturing rebounded every quarter and the brand deteriorated gradually. In terms of share price, manufacturing leading companies perform well, < a href= "//www.sjfzxm.com/news/list.aspx ClassID=101112107108" > share price rises < /a > mainly from performance improvement, while mainstream Brand Company generally do not have sustainable opportunities due to poor fundamentals. Stock price rises are mainly driven by periodic themes. As of the end of 2013, the textile and garment sector rose by 10.97%, leading the Shanghai and Shenzhen 300 index by 13.7 percentage points. Among them, the brand clothing home textile sub sector rose 6.11%, and the textile manufacturing sub sector rose 18.70%. < /p >
< p > from the perspective of individual stock returns, the theme concept is still the main force in the rise of the textile and garment sector throughout the year, such as the concept of Shenda share free trade zone, the home of Hai Lan's backdoor, keno technology, Jia Linjie's acquisition of hand travel and so on, and the slowdown or decline in performance is still the main factor behind the ten decline. From the point of view of key companies, Lu Tai A, Jia Linjie, hang min share, Kaiser shares, Semir apparel, 100 round pants industry and Wordsworth shares recorded more than 40% of the increase, while the men's plate of the seven wolves, the news birds and the card slave road and casual wear plate search in the year fell more than 30%. < /p >
< p > 2013, although the performance of brand clothing is still under pressure, the effect of going stock is ideal and the quality of assets is improved. Among them, the decline of casual wear has narrowed, and outdoor and home textiles have been upward trend since mid 2013. Men's wear, women's wear and leisure have a relatively good effect on stock taking, inventory turnover has upward trend, home textile inventory is also relatively stable, and women's and home textile accounts receivable and cash flow are relatively stable. < /p >
< p > O2O is undoubtedly the biggest highlight of the textile and garment industry in 2013. It has a significant impact on the "a href=" //www.sjfzxm.com/news/list.aspx "ClassID=101112107105" > traditional textile clothing < /a > consumption, which makes the value of the original channel begin to decline and the market becomes transparent. The O2O mode has two effects on brand enterprises, which are producing a large number of new brands. It is the source of future Bull Stock, and it has a major impact on the original cable brands, forcing the transformation of enterprises. < /p >
< p > outlook 2014, the terminal consumption situation is still difficult to have obvious improvement, and the growth of garment home textile sector will continue to bear pressure. Against this background, it is difficult for the market to have a trend opportunity, but the fundamentals and market sentiment in 2014 will be better than that in 2013. In 2014, textile and apparel consumption enterprises faced a great change in the development mode. They could be described as the year of differentiation. Excellent enterprises have experienced a decline in 2013 and are expected to rebound steadily. Those who are not solid in texture, excessive development in the previous two years, and those who do not think about change may still continue to slide. < /p >
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< p > 2013 double eleven Shopping Festival, Tmall and Yintai department store reached a strategic cooperation: during the event, consumers can experience 35 items of Yintai physical store, and then purchase the code, and double eleven finished the transaction on Tmall day. Yintai said afterwards that the sale of Yintai double eleven increased by 4 times compared with the same period last year. < /p >
< p > in fact, mobile commerce is beginning to permeate the people's clothing, food and housing. Tencent a href= "//www.sjfzxm.com/news/list.aspx ClassID=101112107101" > electricity supplier < /a > its micro life platform in 2013, through WeChat and QQ precise positioning users: on the one hand, it records consumer behavior data for enterprise customer management system; on the other hand, it promotes and develops members with special points, and opens WeChat and mobile payment channels. < /p >