Busen shares change coaching frequent clothing industry is still in the cold winter

After the stock price rose for three consecutive trading days, Zhejiang Busen Garment Co., Ltd. announced in late August that the company had no issues to disclose. Regardless of the performance or concept, the share price of Busen shares has not risen. It may be explained that the company has changed the actual controller a few days ago, and investors are waiting for the new actual controller to restructure the assets.

Since 2014, the four-degree restructuring of Busen has failed, and in the past two years, it has also changed hands twice. Behind the frequent changes and reorganization, it is the embarrassing situation that the main business of Busen shares is weak and the loss is increasing. At the same time, the winter of the clothing industry has not yet passed, and the net profit of the 40% clothing listed companies declined in the first half of the year.

Change two actual controllers in two years

Busen shares announced that the actual controller of the company has become a natural person Xu Maodong. Born in 1967, Xu Maodong controlled 12 companies including Kashgarhe Venture Capital Co., Ltd., which are mainly concentrated in investment and technology development.

Xu Maodong controlled the 29.86% equity of Busen through two of its investment companies and became the actual controller of the listed company.

The change of the actual controller also means that Yangsen and Tian Yu, the predecessors of Busen, have finally abandoned the control of the listed company due to the failure of two restructurings after a year and a half. .

Before Yang Chen and others, the Busen Group had also tried to transfer control of the company.

In August 2014, Busen Co., Ltd. announced a restructuring report. Kanghua Agriculture plans to make a price of 4.17 billion yuan. However, the Beijing News reporter found that in the announcement of Kanghua Agriculture's “backdoor listing”, the data was false. At the end of November 2014, Busen Co., Ltd. terminated the asset restructuring, and the listed company’s “Easy Master” was also dead.

However, after four months, Busen shares still have not got rid of the fate of being abandoned by the step group, and the actual controller has also changed. Aside from the above-mentioned failure of the actual controller change, in the past two years, the actual controller of Busen has changed two.

The main business loss failed three times of restructuring

Behind the constant change of the actual controller, it is the continuous loss of the main business of Busen, and the failure of several restructuring and transformation.

Busen is mainly engaged in the design, production and sales of men's clothing of “Busen” brand. It is mainly aimed at the business men's consumer group of 25-45 years old. The products include shirts, suits, jackets, sweaters, etc., and landed in the capital market in 2011. .

In the second year of listing, the net profit of Busen shares declined, and the situation continued to deteriorate. In 2014, Busen shares lost a loss of 103 million yuan. Busen shares will be huge losses due to the deteriorating economic situation led to weak domestic terminal, as well as the electricity supplier of shock.

In this context, Busen shares continue to carry out asset restructuring and actual controller changes.

After Yang Chen and others became the actual controllers of listed companies, they immediately began planning for asset restructuring. However, in May 2015, due to the alleged violation of securities laws and regulations by Buyen shares, the Guangxi Securities Regulatory Bureau filed an investigation. The decision to withdraw led to the reorganization in June 2015.

At that time, Busen Co., Ltd. promised not to restructure its assets in the next six months. On January 4 this year, the commitment period was just over, and Busen Co., Ltd. issued an announcement, as the controlling shareholder Ruihao Assets was planning a major asset restructuring and announced the suspension of trading.

Luck seems to have never been on the side of Busen. After the current restructuring was frustrated by the investigation, the asset restructuring was also due to policy changes. During the suspension of Busen's shares, the CSRC tightened its review of the mergers and acquisitions of listed companies in the Internet finance industry.

After more than seven months of suspension, Busen announced that it would terminate major asset restructuring. After the reorganization failed, the company's shares fell for three consecutive trading days. Yang Chen and others finally had no choice but to give up the platform of the listed company, and chose to quit.

Xu Maodong became the actual controller of Busen and resumed trading. The stock price rose for three consecutive trading days. For investors, it is definitely not the performance of Busen. After all, in the first half of this year, Buyen shares lost 23.08 million yuan, down 288% from the same period last year.

Busen shares expect that the situation will not improve in the third quarter, the estimated loss is between 28 million yuan and 20 million yuan.

When the main business continued to slump, investors placed their hopes for a new restructuring and transformation on the new “East”, perhaps this is why investors buy. However, in view of the promise of a failed restructuring in July, the next restructuring of Busen shares will wait until January next year.

A number of clothing listed companies lose money

The winter of the garment industry has not completely subsided. According to wind statistics, as of August 25, of the 52 textile and apparel listed companies that have published semi-annual reports, 21 net profit fell year-on-year, accounting for 40%.

Huasheng shares lost 30.80 million yuan in the first half of the year, down 1853% year-on-year, becoming the most serious textile and apparel listed company in the first half of the year. Busen shares and Modern Avenue followed closely with a year-on-year decline of 298% and 214%.

Huasheng shares said that the competitive advantages of China's traditional industries were further weakened in the first half of the year, and the downward pressure on the domestic economy continued to increase. The off-season of the hemp textile industry came ahead of schedule, the resources of ramie materials were nearly exhausted, and the company's operations have not yet emerged from the predicament.

In the first half of the year, Modern Avenue lost 27.73 million yuan. In order to cope with the loss, Modern Avenue re-established its development strategy in the first half of the year and even changed the company name. The Board of Directors of Modern Avenue said that the transition period of the apparel retail industry will continue until the second half of 2016 and for some time to come. In the semi-annual report, the company expects a loss of 60 million to 40 million yuan in the first three quarters, and the amount of losses will further increase.

The most serious loss in the first half of the year was Jialin Jie. The company that produced outdoor sports textile fabrics and finished products lost 37.10 million yuan in the first half of the year, down 19% year-on-year. Jialin Jie will drop in net profit due to the decline in market demand, and brand-building and environmental management costs increased investment.

For clothing listed companies, or to open up the electricity supplier channels, or business transformation, transformation and upgrading is still the mainstream view.

Habotai Fabric

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