Semir Clothing Increases Shop Nuggets Baby Industry

< p > reporter learned that, recently, CITIC Securities issued a research report on Semir's a target= "_blank" href= "//www.sjfzxm.com/" > dress /a >. The report shows that Semir has clearly identified the baby industry as one of the future strategic layout directions, seeking resources integration among children's clothing, early education and animation games.

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< p > report that Semir has sufficient competitive edge and resources to promote this strategic layout.

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< p > strong landing docking and liquidity.

At present, the company has 4 children's clothing brands and more than 3470 terminal stores including Balabala (market share 3%, No.1), and brands and channels can become effective channels to undertake other resources.

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< p > abundant capital strength.

2014Q1 Cash 4 billion 224 million yuan, 2013N/2014Q1 net cash flow is 13.92/1.58 billion yuan.

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< p > it is understood that < a href= "//www.sjfzxm.com/news/index_c.asp" > baby industry < /a > trillion market, new models emerge in endlessly.

The scale of China's baby industry in 2013 is 14305 billion yuan, and it is expected to reach 25803 billion yuan in 2017, 3 years CAGR16%, and the prospect will reach 3 trillion.

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< p > the driving factors for accelerating the growth of infant industry include: the number of children in China will continue to grow to the peak of 261 million people in 2020, the average annual increase of 100-200 children per year under the "two child" driving force, and the funnel effect of "4+2+1" family structure, making children the core of consumption upgrading.

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In the process of P, more and more enterprises begin to try a new mode of cross-border cooperation.

For example, the "IP+ derivative" mode, that is, by creating a well-known IP, with the popularity of animation / game image, to promote the sale of baby products and enhance the stickiness of consumers, the success of Disney / HASBRO / Austria animation proves the charm of the model.

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< p > casual wear, steady market and hard work. Children's wear and brand empire are shaping.

Semir brand is the second largest casual wear brand in China. In the past two years, it was hindered by the downturn of consumption and the impact of overseas competition brand.

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< p > but it has been concentrating on the three or four line market, constantly upgrading its brand image, optimizing its store form and improving its performance price ratio.

Although the market for casual wear will intensify in the future, Semir brand is expected to stabilize its market share and competitive advantage.

Children's clothing market competition pressure is relatively slow, Barbara brand healthy growth, in 2013 the company's children's clothing brand strategy landing.

At present, infant brand Mini Balabala, one-stop child a target=, _blank "href=" //www.sjfzxm.com/ "> href=" > /a > clothing brand Mongdodo and luxury child clothing brand Sarabanda have been established. The broad age category / location layout is realized, and future multiple blooming is expected to achieve a continuous promotion of the share.

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From P to 2014, performance is expected to resume the upstream channel.

The company's casual wear business income decreased by 13%/4% in 2012/2013.

After closing more than 700 invalid stores in 2013, cleaning up inventory thoroughly, optimizing supply chain and implementing direct management, the leisure wear business has obviously entered the recovery channel, and the order growth rate of 2014 spring, summer, autumn and winter is about 10%/20%.

Children's clothing business is expected to increase by nearly 20% in 2014, and the annual order growth rate is basically the same.

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