Industry | 制造业 | ||||||||||||||||||||||||
Company Introduction | 纺织服装行业是我国国民经济的重要组成部分,也是我国具有国际影响力的优势产业,形成了从上游纤维加工到研发设计、成衣制造、营销渠道、品牌管理等一系列不断完善的产业体系。 随着我国经济社会全面恢复常态化运行,纺织服装行业内销呈现回暖态势,产业循环更趋畅通,但受外需疲弱、贸易环境复杂、生产成本高企等因素影响,上半年纺织服装行业生产、效益、投资等主要运行指标均增长承压,出口压力明显增加。一方面,国际形势错综复杂,发达经济体持续加息负面作用显现、通胀压力仍然高位、国际供应链合作效率下降等不确定因素增加世界经济衰退风险,制约国际市场需求改善。另一方面,国内宏观经济整体保持恢复向好态势,超大规模、不断升级的内需市场仍将是纺织服装行业高质量发展的首要动力;国家围绕保民生、促消费、支持民营经济发展壮大等领域出台的一系列政策措施,为纺织服装行业市场需求和营商环境改善优化提供重要保障。 公司自成立以来一直致力于品牌女装的设计、生产与销售,拥有成熟完整的产业链和品牌优势,主攻中高端女装市场。2014 年以来,公司紧紧把握国际时尚发展趋势,依托在国内中高端女装领域多年来所积累的客户、品牌、设计、渠道、供应链、运营管理经验、营销推广能力等方面的行业领先优势,孵化和运营时尚品牌,从衣美到颜美,已建立多层次、多阶段需求的时尚业务方阵,目前已形成以时尚女装、医疗美容、绿色婴童三大业务为主的多产业互联、协同发展的泛时尚业务生态圈。 报告期内,我国生产生活秩序有序恢复,消费场景拓展、促消费政策落地显效带动纺织品服装内需实现较好增长。根据国家统计局数据,2023年上半年,我国限额以上服装、鞋帽、针纺织品类商品零售额同比增长12.8%,自今年4月以来累计增速保持两位数的较快增长水平。直播短视频等新模式带动网络零售渠道增势较好,上半年我国穿类商品网上零售额同比增长13.3%,增速较上年同期和今年一季度分别回升10.9和4.7个百分点,高于同期吃类、用类商品零售增速。 医疗美容是指运用药物、手术、医疗器械以及其他具有创伤性或者不可逆性的医学技术方法对人的容貌和人体各部位形态进行的修复与再塑的美容方式。 医疗美容行业是兼具医疗与消费双重属性的新兴行业。近年来,随着经济条件不断改善、人均可支配收入的不断增长、医疗技术发展成熟、医疗美容的社会接受度持续提升,医疗美容行业发展迅速。据弗若斯特沙利文研究报告统计,按服务收入计,全球医疗美容市场的市场规模自2017年的1,258亿美元增至2021年的1,417亿美元,年复合增长率为3.0%,且其预计自2021年至2030年的年复合增长率为10.9%,于2030年将达到3,602亿美元。据安信国际数据,中国已成为全球第二大医美市场,市场规模从2017年的993亿元,增长至2021年的1,891亿元,并且中国医疗美容服务行业处于成长期,渗透率提升空间大。中国医疗美容市场自2018年至2021年的年复合增长率为15.8%,预计自2022年至2030年的年复合增长率为14.5%,市场规模预计于2030年将达到人民币6,382亿元。 近年来,医美需求持续释放、行业监管逐渐加强,行业发展之路也逐渐清晰。2023年5月,市场监管总局、公安部、商务部、国家卫生健康委等十一部门《关于进一步加强医疗美容行业监管工作的指导意见》提出要推动医疗美容行业常态化、综合性监管,有力推动解决人民群众反映集中的医疗美容行业突出问题,形成以有效监管促进有序发展的良好态势,实现持续激发医疗美容行业发展内生动力、推动医疗美容行业高质量发展。2021年-2022年,中国整形美容协会发布的行业标准包括《红光类美容仪器在皮肤健康管理中的应用规范》《口腔医疗美容服务规范》《2022年医疗美容机构规范运营指南》《中国医疗美容标准体系建设“十四五”规划》《医疗整形美容麻醉安全规范》《微针治疗操作规范》《毛发移植规范》《乳房整形美容标准》等,医美行业正走在规范发展之路上。 | ||||||||||||||||||||||||
Main Business | 品牌女装的设计、生产与销售。 | ||||||||||||||||||||||||
Legal Representative | 申东日 | ||||||||||||||||||||||||
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Company Secretary | 王建优 | ||||||||||||||||||||||||
Solicitors | 北京市金杜律师事务所 | ||||||||||||||||||||||||
Auditors | 立信会计师事务所(特殊普通合伙) | ||||||||||||||||||||||||
Tel No | 010-53518800-8179 | ||||||||||||||||||||||||
Fax No | 010-59297211 | ||||||||||||||||||||||||
Website | www.lancygroup.com | ||||||||||||||||||||||||
zhengquan@lancygroup.com;wangjianyou@lancygroup.com;wangyanqiu@lancygroup.com | |||||||||||||||||||||||||
Company Address |
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Listing Date | 30/08/2011 | ||||||||||||||||||||||||
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EPS(RMB)* | ¥ 0.509 | ||||||||||||||||||||||||
DPS(RMB)* | ¥ 0.450 | ||||||||||||||||||||||||
NBV Per Share(RMB)* | ¥ 6.809 | ||||||||||||||||||||||||
Market Capitalization(RMB) | 4.746B |
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* | Unadjusted Data |
Information provided by: etnet | ||
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