With 2022 MSC NianZhongBao disclosure, in 186 A shares and Hong Kong textile and garment manufacturing and textile machinery, chemical fiber type of listed companies to disclose years transcripts, according to the first textile network monitoring, in the first half of 2022, 186 in Shanghai and shenzhen two city and Hong Kong textile and garment manufacturing and listed companies in textile machinery, chemical fiber total revenue of 456.829 billion yuan, Net profit attributable to shareholders of listed companies was 40.351 billion yuan, an increase of 37.808 billion yuan compared with 419.021 billion yuan in the same period of 2021, a decrease of 4.856 billion yuan compared with 35.495 billion yuan in the same period of 2021.
From the perspective of operating revenue, Yue Yuen Group, Anta Sports, Shenzhou International, Rainbow Textile, Li Ning are among the best, and from the perspective of net profit, Yue Yuen Group, Anta sports, Shenzhou International, Rainbow textile, Li Ning is still in the forefront.
The personage inside course of study says, in a report in the end, the relevant listed companies operating income and net profit in the first-half results are achieved more than expected, and from the point of the center daily news of already published, sports brand especially bright eye, such as li ning in the second quarter than expected, especially under the outbreak guide steady throughout the year by adidas and Nike, plate movement showed strong growth toughness, The upstream manufacturers of sports apparel with good demand have excellent performance due to strong bargaining power of the industrial chain; While some manufacturing leaders are affected by raw materials and other factors under pressure, the overall judgment, the textile and apparel industry is still in the recovery trend.
Guo Sheng Securities analyst Ju Xinghai admitted that the repeated epidemic on the overall consumption ability of residents affected, pay more attention to the cost performance in the process of consumption, at the same time after the epidemic residents increased their willingness to exercise, so the first half of the major sports brands professional sports sales performance is better than the sports life products. Observation, the current sneaker clothing terminal water recovery rapidly, tracking research data show that in July Anta/Li Ning/XTEP brand water year-on-year growth of double digit/double digit /30%, significantly better than the overall level of the industry; In the second half of the year, considering the lifestyle changes of residents after the epidemic, the base is improved month-on-month and the national policy encourages, the growth elasticity of athletic shoes and clothing is expected to be good. There is obvious room for medium - and long-term industry penetration improvement, strong certainty of sector growth, and the share of domestic leading market is expected to increase.
From the perspective of manufacturing, the stability of both domestic and foreign operations at the production end has been enhanced, and the order demand end of the industry may bear a certain degree of pressure in the future. Ju Xinghai believes that the industrial chain of the head manufacturer has advantages and the order situation is relatively stable. It is noteworthy that the second quarter of the dollar against the renminbi direct exchange rate shock upward, export-oriented manufacturing companies may benefit.
