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谋易主谈并购 传统服装公司无奈“换装”
Shang Hai Zheng Quan Bao· 2025-06-05 18:51
电商"6·18"大促正在火热进行,各类时尚潮流的服装在各大电商平台及直播间广受消费者欢迎。然而, 相比线上销售的红火之势,越来越多传统服装品牌公司经营惨淡,不得不谋求新的业务转型之路。 近期,安奈儿、*ST金比、棒杰股份3家服装公司不约而同公布或筹划或实施控制权变更事项,通过业 务转型提振业绩的急迫性不言而喻。 记者注意到,3家公司不仅同属纺织服装赛道,且近年来经营业绩均表现不佳,扣非后归母净利润已连 续多年亏损。特别是*ST金比,因"净利润亏损+营收不足3亿元",公司今年4月已被实施退市风险警 示。 财务数据显示,安奈儿自2017年上市以来,除了2017年至2019年盈利外,其他年份均出现亏损。2024 年,公司实现营收6.39亿元,同比下降逾20%,净利润亏损1.15亿元,亏损幅度进一步扩大。 与安奈儿相比,*ST金比业务体量更小。2019年以来,*ST金比营收每况愈下,2024年已降至2.25亿 元。2022年至2024年,*ST金比扣非后归母净利润已连续三年亏损。 记者注意到,*ST金比、安奈儿经营发展的窘境也是近年来服装行业整体困顿的一个缩影。 Choice数据显示,2024年,A股39家非运动服装 ...
人在非洲,创业史就是踩坑史
Hu Xiu· 2025-05-20 00:00
Group 1 - The core lesson learned in Africa emphasizes the importance of respecting the market, culture, and human nature [1] - The company conducted market research in Tanzania, focusing on the clothing and toy markets [4][12] - The clothing market in Tanzania is evolving, with an increasing number of wealthy individuals seeking mid to high-end fashion [10][11] Group 2 - The toy market in Tanzania is still in its infancy, presenting significant growth potential due to the high birth rate [12] - The company identified that imported toys are expensive due to high shipping costs and tariffs, making them less accessible to the average consumer [13][14] - The company observed a rapid change in the clothing market, with improved store displays and a rise in online shopping [13] Group 3 - The company faced challenges in selling bed linens due to local competition and consumer preferences [32] - The company encountered difficulties with product selection, leading to unsold inventory and financial losses [33][36] - The registration and tax compliance process in Tanzania proved to be costly and complicated, resulting in unexpected fines [37][39]