What is the current state of the apparel industry? Some views of the apparel industry

The garment industry is now a sunset industry, the competition is very fierce, and the investment in the garment industry is also very large, for the company's clothing version research and development, production and sales channels are very high.

Major listed companies in the apparel retail industry:Seven wolves (Meibang Clothing (Semir Clothing (Langzi Shares (Bangjie Shares (George White (Biyin Levin (Anel (Xinhe Shares (Pathfinder (Langsha Shares (Youngor (Heilan Home (Red Bean Shares (Joeone (Aimer Shares (Disu Fashion) (Golisi (Anzheng Fashion (Peacebird) (etc.)

The industrial chain of China's garment retail industry, the regional distribution of China's apparel retail enterprises, and the competitive echelon of China's apparel retail industry.

Digital consumption to create a new retail model is a major feature of China's clothing retail industry

In 2021, consumer demand continued to be released, and the national economy recovered steadily. The policy of expanding domestic demand and promoting consumption has continued to exert force, and the contribution of consumption to economic growth has steadily increased, becoming the main driving force for the stable recovery of the national economy. According to data released by the National Bureau of Statistics, in 2021, final consumption expenditure contributed to economic growth, driving GDP growth by one percentage point.

Since 2021, the development of China's apparel retail industry has shown the characteristics of large fluctuations in operation, prominent development of subdivisions, and digital consumption to create a new retail model.

The number of garment retail enterprises above designated size exceeded 2,500

According to the data of the National Bureau of Statistics, from 2016 to 2021, the number of clothing retail enterprises above designated size generally showed a fluctuating downward trend. In 2021, the number of apparel retail enterprises above designated size will be 2,583, a year-on-year increase.

The output of garment enterprises above designated size exceeded 23.5 billion pieces

According to the data of the National Bureau of Statistics, from 2017 to 2021, the output of enterprises above designated size in China's garment industry has generally fluctuated and declined. In 2021, the output of garments produced by enterprises above designated size will be 100 million pieces. From January to October 2022, enterprises above designated size completed the output of 100 million garments, a year-on-year decrease.

The sales volume of garment retail enterprises above designated size exceeded 430 billion yuan

From 2016 to 2021, the sales of clothing retail enterprises above designated size in China increased steadily. In 2021, the sales volume of China's apparel retail enterprises above designated size will be 100 million yuan, a year-on-year increase.

The scale of China's clothing retail market has reached one trillion yuan

From 2016 to 2021, the scale of China's clothing retail sales generally showed a fluctuating upward trend. In 2020, affected by the new crown epidemic, the retail scale of clothing products fell sharply; In 2021, the impact of the epidemic has subsided, and the retail sales of clothing products have picked up, with the annual retail scale of clothing reaching one trillion yuan, a year-on-year increase. On the whole, the scale of China's clothing retail market demand has grown steadily.

The above data refer to the Prospective Industry Research InstituteAnalysis report on market prospect and investment strategic planning of China's apparel retail industry

Now the current situation of the garment industry is developing very well, and some high-grade clothing has been produced.

Regarding the investment logic of the apparel industry, discuss the results in the fan group and share them.

Salted Fish Dream: I don't think you need to look at clothing, it has passed, only in the initial stage of development process, the textile industry will rise, after the initial stage, the textile industry is not worth investing in. In the past, the big bosses were related to the textile industry, and they all sought to transform later.

Clothing brands are not long-term. It's not just a need, and the design can be imitated, so the clothes are not worth paying attention to. At least China is not worth paying attention to the textile industry. It is recommended not to pay attention to agriculture and forestry breeding. Rely on the sky to eat the industry.

I agree with the white fox's view that the clothing industry is a fast fashion consumer product, which will be a leader, but it will not be a leader forever, and an industry without barriers is not suitable for long-term holding. The decline of Zara HM is a typical case.

If you want to do it, you should first use technology as an indicator to do it, and semi-speculative thinking will intervene.

Xiang Shaolong: Hong Kong's ** settlement **** occupies the top ten circulating shareholders in these two ** votes, ranking second and seeing that Di Su fashion is still continuing to flow into Di Su fashion The main business is still the East China market Golis is overseas and has a higher market share in South China.

Salted Fish Dream: I asked the practitioners of the dry service trade last night to learn some basic information.

The general pattern of clothing manufacturers is like this.

Clothing manufacturers design clothes, make samples, and then exhibit them, some on the catwalk, and some on the Internet.

Orders come from incoming retailers, supermarkets, etc. sellers. It's not direct-to-consumer yet. The seller looks at the order, gives the order, and the money is credited, which is a large part of the income.

Business model: divided into two categories: self-management and franchise. Self-operated to open their own store, joining is someone else's opening, and the seller gives the franchise fee and purchase.

OEM, licensing the brand, such as Antarctic people, many items are not produced and designed by themselves, but authorized brands.

Production mode: Some large factories can integrate their own production, and many will not produce by themselves, but outsource the production of clothes, and design it by themselves.

Other Aggregations. High gross profit: the cost price of a piece of clothing is in the range of 20% -30%. Many franchise stores offer 40% of the purchase price

Imitation is not always successful. The designer is not easy to raise, the brand changes greatly, the clothes are not easy to sell, and then the seller places fewer orders.

The latter summary of Knorr is almost the same, that is, fashion consumer goods, but not a permanent faucet, fashion trend, brand subversion is still relatively easy to happen.

I read two ** votes last night, and the listing was not speculated, and the company's gross profit is now OK, and the revenue is OK, but I think other asset classes are relatively high. Didn't look at the structure of the same industry.

As of June 8, 2023, the industry is in good shape.

In 2023, consumer demand for traditional clothing brands and products will continue to increase, so the pressure on the recovery growth of the traditional clothing industry is still there, and we must strive to make progress while maintaining stability.

The traditional garment industry should take science and technology, fashion and green as the industrial development positioning, comprehensively deepen reform and opening up, enhance the core competitiveness of the industry, and lead the industry with high quality driven by innovation.

From the perspective of the development of China's garment industry, the garment industry itself is a labor-intensive industry, known as the "never-declining industry", and its development prospects are indeed extremely attractive. The clothing industry is an industry that provides people with the most basic needs for wearing, and it is also an industry that can guide consumer consumption trends. With the development of the times, the progress of society and culture, and the continuous improvement of living standards, the development of high-end fashion from basic wear to new styles of high-end fashion, therefore, clothing consumption has become the most urgent need of consumers and people of all walks of life.

2012 garment industry market prospect analysis summary and development: with the popularity of the network in major industries, the garment industry is not additional, whether to carry out the network platform, which is related to the promotion of enterprises on the road to sales in the future, experts predict that after 2012, there is no network channel of the enterprise can be regarded as a failure of the enterprise, because the network can break the boundaries of time and space, in the traditional sales channels, but also to send a large number of salesmen to inspect the field, the establishment of local offices, This investment can be said to be quite large, as far as the network is concerned, that is, to form a network team, build an enterprise **, business platform, which one has a greater investment, which one has more guarantees, which needs to be measured by the enterprises themselves, of course, not all industries and enterprises are suitable for carrying out the network.

At present, the overall operation of China's garment retail industry is slowing down steadily, and it has entered an important period of accelerating the transformation and upgrading of the industrial structure. In the case that there is still a great uncertainty in external demand, further expanding domestic demand consumption has become the key to the development of the industry, and seizing the transformation opportunity of "Internet +" will bring new growth momentum to the industry. At present, the market development prospects of China's clothing retail industry are mainly in the children's clothing market, high-end market and elderly clothing market.

According to the "2018-2023 China Apparel Retail Industry Market Prospect and Investment Strategic Planning Analysis Report" of the Prospective Industry Research Institute, the liberalization of the comprehensive two-child policy is expected to increase by 1.5 million newborns per year. With the full opening of the two-child policy, China's children's clothing market will maintain a rapid growth rate, and it is expected that the children's clothing market will reach 282 billion yuan by 2023, with an average annual compound growth rate of 10%. In the future, with the development of the economy as well.

With the rapid rise of second-, third- and fourth-tier cities, a broader potential market for high-end markets will be developed, and the potential of the high-end market is huge. Our country has become the country with the largest number of elderly people in the world. It is expected that by 2023, the number of elderly people will rise further, and the elderly clothing market as a blue ocean needs to be further developed.