The three child concept is coming? “Children’s wear first stock” trading limit

It was announced on January 12 that Annil Co.Ltd(002875) subsidiary of Annil Co.Ltd(002875) plans to purchase 20% equity of Hongdong vision at a price of 80 million yuan. According to the Kwai Chung announcement, the company will use tiktok’s experience and resources to help companies sell live sales on the platform of jitter and fast hand, and enhance their profitability.

Affected by this news, in early trading, Annil Co.Ltd(002875) closed the limit as soon as it opened. As of press time, the current price was 10.77 yuan, an increase of 10.01%. Since the beginning of the year, the stock price has increased by 17%.

intends to purchase 20% equity of Hongdong vision

priced at 80 million yuan

On January 12, Annil Co.Ltd(002875) (002875) announced that Shenzhen Annil Co.Ltd(002875) R & D and Design Co., Ltd., a wholly-owned subsidiary of the company, intended to transfer 20% of the equity of Shenzhen Hongdong Vision Culture Communication Co., Ltd. (hereinafter referred to as “Hongdong vision”) held by Changsha Kangzhuo garment partnership (limited partnership) for short video platform IP and brand agent operation.

The Kwai tiktok is a company focusing on short video and live brand operation service providers in the vertical field of clothing, which mainly provides the jitter and quick platform platform for operation services and content business services. The generation service business is the core business of the red mobile vision field, including the “IP generation operation” and “brand operation”, which constitute the main source of profit for the red mobile vision.

Annil Co.Ltd(002875) said that in order to better comply with the development trend of emerging sales formats, the company needs to seek high-quality partners to help the company promote and operate in emerging channels, increase the exposure and attention of the company’s products and brands, and promote the sales of the company’s products. Kwai’s investment is not only conducive to fostering new profit growth points, but also helps to bring advantages to all sides through cooperation with the red mobile vision, integrate all the advantages of the resources, and make use of the experience and resources of the red mobile horizon to help the company broadcast live sales on the platform such as the tiktok and fast hands, and enhance the profitability of the company.

Affected by this news, this morning, Annil Co.Ltd(002875) opened the trading limit.

performance experience “roller coaster”

net loss in the third quarter of last year was more than 35 million

Statistics show that Annil Co.Ltd(002875) was founded in 1996 and listed on the small and medium-sized board of Shenzhen Stock Exchange in 2017, becoming the first share of A-share children’s clothing. Its “annil Annil Co.Ltd(002875) ” children’s clothing brand mainly provides medium and high-grade leisure children’s clothing for children aged 0-12. By 2019, Annil Co.Ltd(002875) has established more than 1400 physical stores in China.

Annil Co.Ltd(002875) in the five years since its listing in 2017, the performance has been up and down like a “roller coaster”. According to the annual report, Annil Co.Ltd(002875) was in a state of increasing income without increasing profit in the year of listing. In 2017, Annil Co.Ltd(002875) achieved an operating revenue of 1.031 billion yuan, a year-on-year increase of 12.07%; The net profit was 68.8698 million yuan, a year-on-year decrease of 12.95%.

In 2018, Annil Co.Ltd(002875) adjusted offline stores and improved their performance. According to the annual report, Annil Co.Ltd(002875) achieved a revenue of 1.213 billion yuan in 2018, a year-on-year increase of 17.56%, and a net profit of 83.3867 million yuan, a year-on-year increase of 21.08%.

However, by 2019, Annil Co.Ltd(002875) performance will decline sharply, the growth of revenue will slow down significantly, and the net profit will drop by nearly 50%. According to the annual report, Annil Co.Ltd(002875) 2019 achieved a revenue of 1.327 billion yuan, a year-on-year increase of 9.41%, and the growth rate decreased by 8.15 percentage points compared with 2018; The net profit was 42.1173 million yuan, a year-on-year decrease of 49.49%.

In 2020, the arrival of the epidemic accelerated the performance decline of Annil Co.Ltd(002875) and made a loss for the first time. According to the annual report, Annil Co.Ltd(002875) the operating revenue in 2020 was 1.257 billion yuan, a year-on-year decrease of 5.26%; The net loss was 46.8159 million yuan, a year-on-year decrease of 211.16%.

Last October, Annil Co.Ltd(002875) released the third quarter report of last year. The report shows that in the first three quarters of 2021, the company achieved an operating revenue of 81.403 million yuan, a year-on-year increase of 11.76%; The net profit attributable to the parent company was 10 million yuan, a year-on-year increase of 129.44%. In the third quarter, the revenue was 193 million yuan, a year-on-year decrease of 18.56%; The net profit attributable to the shareholders of the listed company is about -35.41 million yuan. Overall, the company’s operation has gradually improved. In a single quarter, the revenue of Annil Co.Ltd(002875) decreased year-on-year in the third quarter, mainly due to the repeated epidemic in some parts of the country in the third quarter, which had a great impact on the sales revenue of Annil Co.Ltd(002875) mainly in the direct mode. In addition, during the period Annil Co.Ltd(002875) , various expenses were strictly controlled, and the gross profit margin increased steadily.

Guosen Securities Co.Ltd(002736) said that affected by the epidemic, flood and the decline of low base effect, the retail sales of textile and clothing above the quota decreased by 6% year-on-year in August. With the upcoming Q4 sales season, the short-term data fluctuation does not change the long-term trend, and we can pay attention to the bargain hunting layout opportunity of undervalued leaders. It can be seen that with the cold weather and the outbreak of delayed season change demand, the e-commerce peak season in the fourth quarter is coming, Annil Co.Ltd(002875) fourth quarter performance may be improved.

Shenwan Hongyuan Group Co.Ltd(000166) believes that in the short term, consumers’ preferences will change and their enthusiasm for domestic consumption will be fully stimulated; In the medium term, the commercial advantages will be rebalanced, and China’s brand position is expected to be reshaped; In the long run, the rise of Chinese national brands is worth looking forward to.

three tire air outlet has reached?

the leading stock of “baby child concept” is restless in spring

Recently, there has been a heated discussion about two and three children. On the news side, in response to the national policy, the listed pig enterprise Beijing Dabeinong Technology Group Co.Ltd(002385) launched a program to encourage employees to have three children, and gave incentives in terms of bonuses and holidays. The three children will be awarded a total of 180000 yuan, which can be enjoyed by both men and women. In terms of bonus, 30000 for the first child, 60000 for the second child and 90000 for the third child. In terms of maternity leave, one month is added to the national standard for the first child, three months for the second child and 12 months for the third child. In addition, paternity leave for prospective male employees is 9 days.

Stimulated by many news, baby concept stocks rose strongly on January 11, Kidswant Children Products Co.Ltd(301078) “20cm” limit, Hailun Piano Co.Ltd(300329) rose nearly 13%, Honz Pharmaceutical Co.Ltd(300086) , Jiangsu Aoyang Health Industry Co.Ltd(002172) rose more than 10%, Goldlok Holdings(Guangdong) Co.Ltd(002348) , Jinfa Labi Maternity & Baby Articles Co.Ltd(002762) , Zhejiang Shapuaisi Pharmaceutical Co.Ltd(603168) limit, Guizhou Sanli Pharmaceutical Co.Ltd(603439) rose more than 9%, Lancy Co.Ltd(002612) rose more than 8%. As of press time, this week, the three child concept index has gone out of four consecutive positive.

AVIC Securities pointed out that the implementation of the extended maternity leave policy in many places and the continuous promotion of supporting policies in the future will improve the population birth rate to a certain extent, so as to boost the demand for relevant mother and child consumption. Companies such as milk powder, children’s clothing, childcare, mother and child services and health care are expected to benefit directly.

Northeast Securities Co.Ltd(000686) research report pointed out that the family structure changes under the guidance of fertility policy: the Chinese mainland’s current family pattern is the core family of “couples plus single children”, the young couples have limited time to care, and the professional third party postnatal care institutions are just needed. At the same time, the improvement of the “three child” policy and related supporting benefits is expected to improve the birth intention of the target customer group of the confinement center. From the perspective of investment suggestions, medium and high-end brand head companies with successful remote replication experience, strong operation ability and expansion stage deserve special attention.

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