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A股異動丨戎美股份升近16%,淘系618今年曆史級投入
格隆匯 05-12 12:11
格隆匯5月12日丨紡織服裝股今日集體活躍,其中,戎美股份(301088.SZ)半日收升15.84%報21.5元,連續第二日大升,市值49.02億元。天風證券稱,戎美股份是品牌服飾AI龍頭,場景佳估值低,淘系618今年曆史級投入。淘寶官宣今年618系歷史上投入最大的一年,性價比商品將獲得確定性流量支持。淘寶天貓今年618全週期預計實現超600億流量曝光,同時阿里媽媽還提供總計23億紅包為超100萬商家帶來百億流量支持;特別是“好貨好價” 商品在今年618會獲得確定性流量支持。今年商家及商品參與規模再創新高:預計有6000萬商品參與打折,300萬新品首發,參與商家達145萬。純正淘系女裝品牌。戎美深耕淘系女裝,自創立以來積累百餘萬高質量稀缺優質粉絲,通過互聯網提供高品質、高性價比服飾。公司在全球精選原料和設計素材,通過數據化營銷和精益供應鏈管理降低庫存宂餘並讓利於消費者,商品庫存週轉率和顧客復購率領先線下渠道品牌。當前低估值滯升品牌,消費平替順應現階段消費特點。當前中產消費或再次迴歸產品力及性價比;傳統線下女裝加價倍率高,戎美深耕淘系性價比獲購買力深度驗證,依靠渠道及模式優勢,平均加價率僅2-3X,顯著低於線下女裝,性價比凸顯。此前A股品牌服飾行情公司升幅較小,系短期購買力更多線下釋放,但中長期線上仍為品牌重要動銷場景;當前公司市值40億,其中現金約20億,23-24年預計淨利2.2/2.7億。

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