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A股异动丨戎美股份升近16%,淘系618今年历史级投入
格隆汇 05-12 12:11
格隆汇5月12日丨纺织服装股今日集体活跃,其中,戎美股份(301088.SZ)半日收升15.84%报21.5元,连续第二日大升,市值49.02亿元。天风证券称,戎美股份是品牌服饰AI龙头,场景佳估值低,淘系618今年历史级投入。淘宝官宣今年618系历史上投入最大的一年,性价比商品将获得确定性流量支持。淘宝天猫今年618全周期预计实现超600亿流量曝光,同时阿里妈妈还提供总计23亿红包为超100万商家带来百亿流量支持;特别是“好货好价” 商品在今年618会获得确定性流量支持。今年商家及商品参与规模再创新高:预计有6000万商品参与打折,300万新品首发,参与商家达145万。纯正淘系女装品牌。戎美深耕淘系女装,自创立以来积累百余万高质量稀缺优质粉丝,通过互联网提供高品质、高性价比服饰。公司在全球精选原料和设计素材,通过数据化营销和精益供应链管理降低库存宂余并让利于消费者,商品库存周转率和顾客复购率领先线下渠道品牌。当前低估值滞升品牌,消费平替顺应现阶段消费特点。当前中产消费或再次回归产品力及性价比;传统线下女装加价倍率高,戎美深耕淘系性价比获购买力深度验证,依靠渠道及模式优势,平均加价率仅2-3X,显著低于线下女装,性价比凸显。此前A股品牌服饰行情公司升幅较小,系短期购买力更多线下释放,但中长期线上仍为品牌重要动销场景;当前公司市值40亿,其中现金约20亿,23-24年预计净利2.2/2.7亿。

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