Benefiting from the recovery of the consumer market, the industry’s operating situation is generally good. China’s largest professional leader, Shandong Nanshan Zhishang Technology Co., Ltd. (hereinafter referred to as “Nanshan Zhishang”) The company predicts that the net profit attributable to the parent company in 2021 was 132 million yuan to 1.6 billion yuan, an increase of 50.84%-82.84%compared with 87.508 million yuan in the same period last year.
Regarding the reasons for the growth of performance, Nanshan Zhishang explained that during the reporting period, the company continued to adhere to a high -end and differentiated development strategy. With its technical advantages and research and development advantages, it continuously developed high -value -added import alternative fabrics and functional fabric markets. Further consolidating the market position of the company’s high -end essence woolen fabric industry, specifically:
The first is that during the reporting period, the domestic epidemic affects Nanshan Zhishang weakened than the previous year.
Second, the continuous spread of foreign outbreaks, European regions, especially Italian high -end fabric companies, have been blocked, and the company seize opportunities to accelerate the development of imported fabric replacement business. At the same time space;
Third, the company has launched a series of functional fabric represented by Optim all -wool water -proof fabrics. With advanced technology and technology, it has achieved breakthrough innovation of wool fabrics. It has also been recognized by the market. Zhishang’s performance growth provides help.
The First Textile Network also learned here that Nanshan Zhishang previously stated that the gross profit margin of the company’s fabric business was significantly higher than the main reasons for the same industry in two aspects. One is the advantages of product structure and positioning. Fabrics, especially with the gradual volume of functional fabrics and high -end imported alternative fabrics, the proportion of high value -added products has gradually increased; the second is the advantages of the industrial chain. The integrated industrial chain has a scale advantage. While reducing the risk of operating risks, while It not only guarantees the high quality of the product, and has formed a cost advantage.
Nanshan Zhishang emphasized that the company will continue to adhere to the professionalism and refinement of the capacity of the capillary texture, deeply cultivate the wool spinning business, optimize the product structure, and improve the added value of the product. Continue to discover the potential of product development, and use the breakthrough of the performance of fabrics, so that wool spinning fabrics are widely used in the fields of sportswear, assault jackets, leisure trench coats and other clothing fields, and expand the application of the capacity of the capillary spinning products.
Huaxi Securities Analyst Tang Shuangshuang believes that Nanshan Zhishang has a full textile industry chain from wool spinning, hair bars, dyeing, spinning, weaving, and dyeing and rectification, and extends to clothing design, production and sales. The advantage of this complete industrial chain and industrial cluster lies in two aspects. One is to cooperate with R & D design in upstream and downstream. The company’s ODM/OEM business has independent design and development capabilities. Before the research and development, the company’s fabric designers will have targeted research and development based on the brand’s new products every season; second, stable and high -quality raw materials supply, superimposed intelligent customization systems and processes to shorten the date.
From the observation, Nanshan Zhishang has rich customer resources, and has established a good long -term cooperative relationship with well -known clothing brands. In terms of brand customers, the company has established strategic cooperative relations with many domestic and foreign clothing brands such as BOGGI, the United States, the United States, and other domestic and overseas. In addition, the company has a designated cooperation unit. In addition, the company also has a customized experience store and a marketing team covering the country. It has strong marketing channels and strong customer acquisition capabilities.
Tang Shuangshuang said that in the short term, due to the high overseas customers of Nanshan Zhishang, in 2020 and 2021, the cost of the epidemic and shipping costs in 2020 and 2021 is greatly affected. It is expected that the society will gradually return to normal after the epidemic and alleviate sea transportation. The company’s clothing business is expected to welcome Come to the point. However, it is also necessary to point out that in the middle and long term, the “clothing intelligent manufacturing upgrade project” of Nanshan Zhishang IPO fundraising project is planned to add automatic hanging system and automatic sewing equipment in the boutique and shirt factory sewing workshop, and build a new automatic automatic sewing equipment to build a fully automatic automatic sewing equipment. Stereo intelligent storage and build a new information system. After the project was completed, the output of the boutique plant increased from 176,000 units to 180,000 units. Among them %; 93,000 sets of professional suit suits, accounting for 52%of the total output of the suit suit; after the upgrade of the shirt factory, the output increased from 457,400 to 500,000 pieces, of which 350,000 shirts were free of hot shirts. Among them, the output of advanced custom shirts is increased by 30%year -on -year according to the high -end customized suit suit of the boutique factory, and finally reached 241,000 high -end customized shirts, 48%of the total output of shirts, 259,000 professional shirts, and the total output of shirts. 52%. Tang Shuangshuang analyzed that after the project is completed, the product structure will be optimized and the unit price will be increased. It is estimated that the annual compound annual growth rate of clothing income from 2020-2023 will be 7%, of which the amount/price contributes 2%/5%, respectively.
Public information shows that Nanshan Zhishang Technology Co., Ltd. was founded in 2007. It is controlled by Nanshan Group and is one of the few worldwide co -textile and clothing industry chains in the world. As a leader in the leading enterprise and clothing customization industry in the high -end capacity worship fabric industry, Nanshan Zhishang’s main business is the research and development, design, production and sales of protective professional installations and protective products, and the rare domestic and foreign countries at home and abroad. The complete industrial chain covers two major systems and clothing systems. It is mainly a fine spinning system that is integrated with fabric research and development, hair processing, dyeing, spinning, weaving, and later organizing, as well as clothing systems that integrated clothing research and development, design, manufacturing, and brand operations.
Relying on the integrated research and development advantage of the “fabric+clothing” to carry out the ODM/OEM business, Nanshan Zhishang provides high -quality product research and development and production services for many domestic and foreign first -tier brand customers. At the same time, there are many luxury brands and international first -class brands, such as the United States Peerless, ITOCHU in the United States, Armani in Italy, Japan Aoyama, France Givenchy, etc. In terms of professional clothing customers, the company is a designated cooperation unit for domestic finance, communications, power and other companies and the General Mights, Public Prosecutor’s Laws, Industrial and Commercial Taxation and other departments. In addition, the company also has a customized experience store and a marketing team covering the country. Strong customer acquisition ability.
According to the financial report, from January to September 2021, Nanshan Zhishang realized operating income of 1019.564 million yuan, an increase of 2.12%year-on-year, and the net profit attributable to shareholders of listed companies was 96.3518 million yuan, an increase of 25.15%year-on-year.
As of the first time the first textile network was released, Nanshan Zhishang closed at 11.03 yuan/share, an increase of 6.16%, with a market value of 3.971 billion yuan. (First Textile Network Martin)