After the introduction of the new "National Five Articles", the furniture industry, which has just experienced the peak sales season in the second half of last year, seems to usher in a bearish situation. In March, furniture manufacturers have "renovated old". At the same time as discounts on old models, some brands also revealed that new products may increase prices this year. The industry believes that in recent years, furniture prices have increased by 10% per year. This year, the industry as a whole is unlikely to cause a larger increase in terminal retail prices due to rising costs.
A large number of furniture store sales of old samples of big promotion
In the past few days, the reporter visited the city's home stores and found that many shopping malls and dealers have played the "clear sample promotion" sign. In Jisheng Weibang Pazhou store, most stores have printed promotional labels such as "special price" and "factory price", and some products are even as low as 35% off; in IKEA Guangzhou shopping mall, more than 400 products are undergoing a big sale in winter; B & Q Large promotions will also be launched at the end of March.
"Generally, furniture manufacturers will list new products from March to May every year. In March, dealers began to decorate the storefront and old models to" sell goods "to make room for new products." A senior person in the home furnishing industry pointed out.
However, sales personnel of multiple brands told reporters that new products have not yet entered the market, but new product prices may rise this year. A person in charge of a factory-operated store said: "The price of new products is expected to increase by about 10% this year."
However, there are brands that do not catch up with price hikes. The reporter learned from Qumei Furniture that this year the brand will launch three series of new products, but the price remains the same as in previous years.
"In the past five years, furniture sales prices have been increasing at a rate of 10% per year." The relevant person in charge of a well-known furniture production plant in Guangdong told reporters, "mainly because the wages of workers are increasing every year." Some companies have increased their sales targets by 10%
"Last year was the most difficult year for the furniture industry." Yesterday, the sales person in charge of a well-known Chengdu furniture brand in Guangzhou revealed that the company had not achieved the 2012 sales target set by the company for the area it was responsible for at the beginning of last year. After 1 ', the sales volume has increased. This year's 2013 sales target set by the company has increased by 10% compared with last year. "
Since December last year, the furniture industry stocks have also gone out of the market with a wave of rising prices, especially since this year, Sofia (002572), Yihua Wood (600978), Meike (600337) shares have risen more than the same period. Shanghai Index.
Bank Securities Research believes that due to the nationwide price increase of the real estate market in the second half of 2012, orders from furniture companies improved significantly in early 2013, and expectations for the whole year of 2013 improved. In the capital market, shareholders of relevant listed companies are also increasing their holdings.
According to public information, the major shareholder of Yihua Wood Industry, Yihua Group, started its shareholding increase plan on January 31. It is expected that the shareholding increase will not exceed the company ’s total share capital in the next 12 months under the condition that the shareholding increase price is not higher than 7 yuan / share. 2% stake. In addition, from July 5, 2012 to January 4, 2013, Meike Group accumulatively increased its holdings of the company's shares through the Shanghai Stock Exchange's centralized auction trading system, accounting for approximately 0.75% of the company's total issued shares.
The night before Sofia (002572) issued an announcement saying that the review of the restricted stock incentive plan has strengthened expectations for the prospects. The company's previous announcement showed that the plan's exercise conditions include taking 2012 as the base, with net profit growth rates of no less than 20%, 44%, and 73% in 2013, 2014, and 2015, respectively, and a net sales rate of not less than 12% , The weighted average return on net assets is not less than 10%. Huatai Securities Research believes that the average annual growth rate of more than 20% from 2013 to 2015 is not harsh.
After yesterday's opening, the company's stocks had a daily limit.
However, the "joy" of the furniture industry that is about to "look up" has not been translated into actual income. Meike shares recently issued a pre-reduction announcement that it is expected that the net profit attributable to shareholders of listed companies will be reduced by about 90% year-on-year in 2012. Del Home Furnishings released a performance report, saying that in 2012, the company's operating income decreased by 14.33% year-on-year, and the net profit attributable to shareholders of listed companies decreased by 14.63% year-on-year.
"From last year to the present, we have not felt a significant 'outbreak' in sales." A person in charge of a home furnishing brand Guangdong Sales Center said that the sales of home products rely on "just need". He expects that the sales of home products will be in the second half of this year After the peak season, but the increase will not be great.
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