Semir Clothing: Children'S Wear Business Keeps High Growth

< p > substantial progress has been made in the layout of Semir apparel children industry. The company will purchase 70% stake in Yu Han (Shanghai) Information Technology Co., Ltd., and enter the children's education and training market.

This move has further strengthened the market's anticipation of the strategic pformation of its children's industry, and the investment progress of the company's subsequent animation and game areas is noteworthy.

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The takeover of Semir P was expected. By 11:25 Monday, the company's share price rose 4.06%.

Two weeks ago, when the company's share price suddenly rose 8.19%, it was temporarily suspended. After three days, it announced that the paction was "suspended" because the specific terms had not been agreed.

However, the market has already seen the progress of the company's investment. It is expected that the target of the children's service industry from last year will be a breakthrough in the near future.

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P, an analyst who has long followed the company's development, recently organized the children's early education industry salon. Its research and development report pointed out that China's early education industry is still in its initial stage. It has the characteristics of late start, fast development, high profits, and institutional multiuse and non-standard. It will continue to maintain rapid development in the future, and the strength of capital will help to speed up the formation of the industry pattern, and strengthen supervision and control to make the industry more standardized and pparent.

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< p > the purchase of Yu Han Shanghai stock price is 102 million yuan, with its 2013 revenue of 2.5 times as the valuation basis.

Some analysts have identified the deal as Semir's "test of water". The company's style is relatively cautious and will not invest heavily without full confidence.

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< p > > a href= "http://fz.sjfzxm.com/" > Yu Han < /a > Shanghai owns two educational brands and related children's education business, including genius baby and little earth. Last year, the net profit was 4 million 230 thousand and 800 yuan. It did not belong to the first echelon of the domestic early education industry. Its business scale and profit level were relatively small, which had no significant impact on Semir's performance this year.

Semir said it will take advantage of Yu Han's brand building and professional capabilities, and integrate resources from the company in terms of channels, customers, management capabilities, capital strength and other resources to carry out resource integration for China's children's education market, and promote Shanghai's Shanghai to become China's leading child education enterprise.

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< p > at present, there are 91 schools and 12 teaching centers in China.

CICC analysts pointed out that Yu Han channel expansion to join the main, the report revenue mainly for the membership fee and members of the consumer division, channel expansion ability is relatively weak, after the completion of the acquisition can help balbala existing channels, members and display lines and other resources, to expand the resource integration of children's education market.

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< p > in this investment announcement, the company emphasizes once again that it will continue to invest, merge, and integrate resources in children's education, animation, film and television, games and other related industries, and promote the pformation of children's industrial integrated service providers that combine children's product providers to online and offline businesses, and combine products, education and cultural dissemination, and turn the company into a comprehensive one-stop service platform for children.

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< p > the market is looking forward to the merger and acquisition of animation and game industry in the company.

Semir group, the controlling shareholder of the company, invested in the animated film "happy dream" last year, and accumulated some experience in animation and film. The film will also serve as a publicity image for the dream town of the group next year.

According to the company's relevant person in charge, dream many intellectual property rights, image, accessories brand and so on belong to the listed company.

The group's dream children's industrial assets will be injected into listed companies in the future.

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< p > < a href= "http://fz.sjfzxm.com/" > analyst < /a > told reporters that pure cartoons do not make money. The important thing is the sales of derivatives. If the company can create a cartoon image deeply rooted in the hearts of the people, there will be sales of related clothing and other derivatives.

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< p > the current "IP+ derivative" mode is well recognized by the industry. Maison culture is the way to go. Now it has basically formed the layout of the whole industry chain, such as upstream IP research and development, midstream animation, games, film and television production, downstream derivatives, full channel sales and game operation.

The United States is committed to building the cultural industry chain.

In the second half of the year, the company hopes to introduce the new animated cartoon "magic star academy" and vigorously promote related derivatives.

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< p > < strong > children's wear business keeps a high growth < /strong > < /p >

< p > according to people familiar with Semir costumes, the two quarter children's wear balbala brand maintained a 20% high growth rate. It is expected that the casual wear brand will basically reverse its downward trend and basically face good.

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< p > Semir brand owns four brands of children's clothing, such as balbala, mini balbala, dream many, SARABANDA, etc., all in the stage of rapid expansion.

The company's responsible person said earlier that this year, mini Barbara and Meng dodo opened at least 80-100 stores, plus Barbara's number of shops. It is expected that this year there will be more than 300 new children's wear shops, and the main shopping center channels, many of which are new stores, which will strive for overall profit this year.

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< p > the leading brands of China's children's wear market are balbala, Annell and Parker lane. The three brands converge on the customer group. Among them, Barbara and ANN are both aiming at the 0-12 year old children's market, and have recently been developing the baby market for 0-36 months.

On the overall scale of retail sales, Barbara, the second leading market leader in the more than 3400 terminal scale, has nearly 1500 terminal stores.

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< p > reporter has learned that Semir clothing 2014 Winter order conference data will be better than spring, summer and autumn orders. In 2014, spring and summer autumn, Semir brand orders will increase by 10% year-on-year, and Barbara's children's wear brand will increase by 20% over the same period.

The company's performance of casual wear plate rebounded year by year, and children's wear continued to grow.

Some analysts expect Barbara to maintain more than 20% growth in the next two years, and the new children's brand will soon become a profit growth point for the company.

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< p > it is worth mentioning that the dream of Semir group, the controlling shareholder of the company, is expected to open next year, which will arrange the sale of children's clothing.

According to the briefing, the park operates in amusement park + shopping mall mode, which is more than 40000 square meters. It is a commercial real estate project related to children's theme amusement education, and will be copied to other areas later.

Some analysts believe that the theme park is currently cultivated by the group, or when its operation is relatively mature, and it will be incorporated into the listed company when the business is stable.

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