Cross Border Education Clothing Listed Companies Three Years Layout Change

If a child refuses to go to a training class, how to buy new clothes for children may be a reward for many parents. With the integration of catering, shopping, education and entertainment in a large commercial complex in China's second tier cities rise, the children into the tutorial class after sneaking into the clothing store to buy and buy two or three hours to become the choice of many parents.

But the profit seeking listed companies want to be " clothing And education "play bigger".

A, a listed apparel company, has announced that its wholly owned subsidiary has signed an agreement with Shanghai Mu Hua Jin equity investment management partnership (Shanghai Mu Hua) this month to participate in the establishment of a fund with a scale of 1 billion yuan for investment in cultural education and its derivatives industry and emerging industries. It has also been authorized to pay 100 million yuan as a limited partner of the fund.

Shanghai Mu Hua and the famous moody class platform "school online" are invested by Tsinghua University, the Mu Hua Education Institute. Why do famous fashion listed companies cooperate with educational institutions frequently? How many listed companies have also wanted to spanform with education? Are they going to lose their education or rely on them?

　　 Cross border education, clothing listed companies three years of layout change

In fact, this is not the first cross border education A clothing listed company to be set up with Tsinghua Education Fund. As early as 2014, Semir clothing (002563) and Maison culture (002699) entered the Education Bureau.

Through investment, small scale entry into the education industry is Shanshan stock (600884) practice. Shanshan stock company has indirectly held 4.8% stake in Tianyan technology, a new three Board medical education company, through its Ningbo Shanshan Venture Capital Co., Ltd. Tian Yan technology is mainly engaged in research and development, production and marketing of medical teaching models, teaching instruments and training management software, and focuses on the layout of VR medical education products.

Over the past three years, the most popular clothing company in the field of education is Mei Sheng culture.

Mei Sheng Culture announced in December 2014 that it invested 42 million yuan in investing in Tianjin coolie Network Technology Co., Ltd., thereby holding a 40.1% stake in Tianjin coolie and enjoying 50.17% of its voting rights. Tianjin coolie mainly operates the children's animation video platform, which provides animation, nursery rhymes, children's plays, parenting and other high-quality children's content and other children's related services. At present, the website says its monthly number of users is over ten million.

After completing the holding of the cool rice network, Merson culture also launched the mobile weekend childcare software "happy weekend" APP in March 2015, including performance repertoire, scenic venues, learning intelligence, parent-child tourism and other categories, making Maison culture exert itself in the education industry chain.

In December last year, Masheng culture also announced that its controlling shareholder, Maison holdings, intends to acquire a 72.5% stake in Tong Dao culture. Statistics show that the number of fans of the same class is ten million, and the proportion is 74%. With these fans entering the age of childbearing, their recognition of the IP will increase their consumption of clothing, parenting and parent-child education products.

And the earliest clothing companies listed in the field of education are the Semir garments with the largest revenue scale in the industry.

As early as July 2014, Semir clothing signed an agreement with Hongkong Rui Zhi Group Co., Ltd. to acquire 70% stake in Yu Han (Shanghai) Information Technology Co., Ltd. (called "Yu Han Shanghai") for 102 million yuan.

Yu Han's Shanghai has two core assets. One is the child education business launched by talented baby in China. In 2014, there were 91 teaching centers in 64 cities, and the second was private children's little children's English. At that time, 12 teaching centers were distributed to 5 cities nationwide.

　　 Is children's clothing industry entering K12 or new trend?

In 2014, Semir clothing said in a notice that the company will take this into the children's education and training market, and further build the company into a comprehensive one-stop service platform for children. And Semir clothing also has balbala children's clothing brand. In 2014, it had more than 3500 stores and VIP customer resources reached about 5000000.

It is understood that the current brand of children's clothing Barbara income accounted for 40% of Semir's clothing revenue. But whether it is Semir clothing or Maison culture, is there a synergy between children's education and children's clothing brands?

Semir apparel has said that after its acquisition of Yu Han Shanghai, it will continue to invest and merge and integrate resources in children's education, animation, film and television, games and other related industries in the future. At the same time, in institutional research, it will continue to focus on tracking baby business and other fields, and explore cross-border investment in children animation, education, publishing and other business areas. All of these will integrate with Semir's clothing business.

But Semir costumes did not keep this integration for two years. It announced in March 2016 that it had signed a share spanfer contract with the third largest shareholder, Semir Group Co., Ltd., spanferring the 49% stake of Yu Han Shanghai, which was spanferred by the company, with a spanfer price of 70 million yuan. In September 1st of that year, Yu Han completed the industrial and commercial change in Shanghai, and the spanfer of stock rights was completed.

Semir clothing said that the quality of children and English education industry in Yu Han Shanghai were in the stage of rapid growth. At present, the scale of operation is small, and it is still in the stage of expanding investment. In recent years, it has invested a lot in curriculum development, system upgrading and new shop opening, which has an impact on the current performance. This business needs further training, and needs to integrate more children's industry resources and increase related inputs, so as to achieve better performance.

It is understood that in recent years, Semir group has continued to increase investment in children's related industries, including children's education industry, and invested in the construction and operation of the dream town project, which is a comprehensive experience center for children, including children's education, training, cultural and creative, entertainment experience, children's general merchandise and other formats. Semir group is building Wenzhou Semir Concord International School in the middle and high-end market.

Semir clothing said that the spanfer would help Semir group to play a synergy effect of resources, and make Dasen group's children's industry to promote the development of preschool education in Shanghai and enhance its business performance. It indicates that this spanaction will help to increase its foreign investment income and reduce investment risk.

Data show that China's children under 14 years old account for 220 million of the total population, accounting for 16.6% of the total population. With the implementation of the policy of "comprehensive two children" and "post-80s" parents becoming consumers, the consumers' pursuit of the quality of infant clothing has been rising, and the industry has entered the growth stage from low-end to high-end consumption.

A well-known education industry investor said that the same group of people who have demand and purchasing power for children's clothing and children's education, namely, the post-80s and 90s parents. It is not only the high quality education of children, but also the demand of the middle class. It also has a high demand for high-end clothes. It is also a common concern among parents and grandparents. These two aspects, if combined, share the fans effect of entertainment marketing and social marketing, will bring huge market increment to educational brand and clothing brand, and it is possible to further expand children's product line.

It is understood that at present, Semir clothing occupies the top position in the field of children's clothing by Barbara brand, but its market share is only 4%. The total market share of the top ten of the children's clothing area is less than 10%. The industry still lacks the absolute leading brand, and the scattered market needs to be integrated urgently. It is imperative to expand the brand industry chain from the single clothing domain to the whole children's cultural brand industry. On the other hand, in terms of brand, children's clothing enterprises can break the regional constraints of children's education industry to a certain extent.

At the same time, many children's clothing companies such as Tong Chuang Tong Xin and Pepe Bea Bea have sprung up in the new three boards, including Tong Chuang Tong Xin, who will create a comprehensive children's ecosystem.

　　 Why are apparel listed companies cross border education frequently?

It is understood that the business income of the nine Mu Wang, who plans to set up an education investment fund with Tsinghua Education Department, was 2 billion 271 million yuan in 2016, an increase of only 0.65% compared with the same period last year. Net profit was 423 million yuan, up 4.63% over the same period last year. The earnings of the nine herd kings, the net profit and the earnings per share attributable to shareholders of listed companies are slightly higher than those of 2015, which may be one of the reasons for this choice to enter education.

With the rapid growth of domestic apparel brands over the past few years and the continuous flow of international brands and channels, the potential purchasing power has been running out, and the existing market cake is also facing more competition and encroachment by the players. For example, Shanshan shares mentioned above, as the first listed company in China's clothing industry, have already spanformed into lithium battery industry, new energy vehicle and financial sector thoroughly, and are carrying out the spin off of garment business.

But at the same time, from the 2016 annual report of the listed companies of clothing, the performance of Listed Companies in the industry has basically improved, which is reversing the situation. Nine Mu Wang crossover education or to catch up with the overall industry spanformation.

Last year, the 2015 annual report released by 35 clothing listed companies in Shanghai and Shenzhen two cities showed that 16 of them appeared net profit decline, accounting for nearly 5.

Judging from the recent 2016 annual report of apparel listed companies, the clothing industry has already recovered. After experiencing a series of tests, such as high inventory, closing shop tide and running road spanformation, the garment industry listed companies that have persisted have finally waited for the industry to get warmer.

At present, the net profit of the 34 companies that disclose the annual report is positive, and 12 companies have a net profit of 100 million yuan. Among them, Hai Lan's home net profit was the top of net profit with a net profit of 3 billion 123 million yuan, while Semir clothing ranked second.

As of April 25th, a total of 29 clothing listed companies in Shenzhen, Shanghai and two cities announced first quarter earnings forecasts, of which 17 companies increased or slightly increased, and 5 companies reduced their losses. 3 companies made losses and continued losses respectively, with only 1 companies pre reduction.

According to the insiders, the garment industry in 2017 will usher in an overall recovery. Listed companies seeking leapfrog development can take education as a highlight to help improve their performance, and enterprises that have already achieved recovery will have more capital strength to extend to the cultural and educational industry chain.

Apparel listed companies have been spanformed by fashion IP in recent years. In addition to a comprehensive shift to pan entertainment IP operation Kaiser culture, and on Saturday (002291) announced in July 2016 to buy two Internet fashion media, the above mentioned Mei Sheng Culture and the same uncle's marriage is also a measure of overweight IP. And the education industry is also no shortage of big IP, which is of great benefit to clothing sales.

　　 In the capital market, the training field of garment industry still needs to be excavated.

Compared with the investment of Semir and costumes in education industry, many garment companies have entered the training field for many years. In February 2016, the first three garment training companies in Beijing, China research and development network, Polytron Technologies Inc (securities referred to as Sino research, Han Hai).

It is understood that the Sino Research Institute has been established for 16 years since 1999, and is a training company specializing in providing professional training and consulting services for the Chinese apparel industry. We have trained and coached nearly 500 thousand bosses, executives, middle managers, shoppers and shopping guides from all over the country. With the accumulation of customers, China Research Institute has 20 member development centers throughout the country, and has launched online training.

At present, at the undergraduate level. Clothing design Sales and other professional disciplines are very rare, vocational training, vocational and other professional clothing training still can not meet the market demand, compared with other vocational education field, the apparel industry training market is still waiting for the attention and excavation of listed companies.

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