Since this year, camping during holidays can be described as “top-notch” entertainment and leisure. Some netizens joked: When you turn on your phone, you have the illusion that the entire circle of friends is camping. It seems that if you don’t go camping, you will appear out of tune with this social circle. When you open Xiaohongshu, there are more than 4.17 million notes related to “camping”. According to official data, during this year’s Qingming Festival, the search volume for “camping” increased by 427% year-on-year, and the number of notes related to “camping” increased by 271% year-on-year. %, and the number of views increased by 170% year-on-year.
In the post-epidemic era, the continued high popularity of camping is undoubtedly good news for the textile industry! After all, textiles can be seen everywhere in camping equipment, such as tents, canopies, sleeping bags, hammocks, camping tables and chairs.
Various data related to the textile industry are going viral. The leader in outdoor products made a net profit of 100 million yuan in half a year.
As the data for the first half of the year have been released one after another, the performance of various camping-related data has been eye-catching, and the performance of related companies has also made people envious.
Data from the China Industrial Textiles Industry Association shows that in the first half of 2022, the domestic demand market for structural reinforcement textiles is strong, and the domestic market demand index of 68.8 is the highest in the industry. The tent and canvas industry has a good development momentum. The operating income and total profits of enterprises above designated size increased by 11.4% and 23.9% respectively year-on-year. The profit margin was 6.1%, an increase of 0.6 percentage points year-on-year.
Data source: Compiled from data from the National Bureau of Statistics
Such a good development momentum has caused the performance of many professional outdoor products companies to ride on the trend. The 2022 semi-annual report of a leading outdoor products company disclosed that the company achieved operating income of 867 million yuan in the first half of the year, a year-on-year increase of 61.34%; and a net profit of 113 million yuan, a year-on-year increase of 111.80%. Data shows that the company’s performance growth in the first half of the year was mainly due to the development of its own brand operation business. Relevant information also shows that as early as 2021, outdoor products have accounted for 99.81% of the company’s operating income.
Faced with such an excellent semi-annual report, the company continues to be optimistic about the prospects of the camping industry, saying that the market demand for outdoor camping equipment and surrounding areas will continue to grow rapidly.
6 yuan/meter ➡ 20 yuan/meter, the production and sales of fabrics with soaring prices are booming
The rise of camping has not only caused a surge in the performance of related listed companies, but also led to a surge in demand for outdoor functional fabrics in the market. Many fabric manufacturers are unable to keep up with the growth in orders when they are operating at full capacity.
Mr. Zhou, the person in charge of Long Walker, said that the rise of camping, a new lifestyle, has brought a booming supply and demand situation to the textile industry chain. Long Walker is an enterprise with independent fabric development and production capabilities. Its business covers all major links such as outdoor product R&D and design, production and processing, and export.
Mr. Zhou revealed that in terms of products, some of its outdoor products were in short supply from March to April this year and were basically out of stock. In terms of fabrics, strong demand has led to a surge in fabric prices. After changes in the finishing process, The price of Oxford cloth has skyrocketed, from the original 6 yuan/meter to the current 20 yuan/meter. In terms of production, the company’s own weaving factory maintains full production, and the production capacity can basically meet the order demand.
Mr. Zhou is also very excited about the performance in the first half of this year, with sales increasing by about 30% year-on-year. Product sales are mainly domestic sales, adopting a sales method that promotes online and offline simultaneously. This method also allows its products to be seen and recognized by more and more customers. Even many of the editor’s friends have purchased them. Various products produced by him. According to Mr. Zhou, the main reason why its products stand out is the careful selection of materials and strict control of technology.
Regarding the market trend in the second half of the year, Mr. Zhou said that the camping economy is not a short-term bubble, and more and more companies have spotted business opportunities and entered the market. However, since tent fabrics on the market are basically the same type, the market is highly homogenized. In order to better seize market share in the future, the company will focus on the development of new fabrics, cater to customer needs from aspects such as sunshade and cooling, and develop fabrics that satisfy customers.
It can be seen that in the emerging track of camping economy, relatively�The companies all performed well and delivered an excellent report card. As the camping industry continues to improve and refine, how to better provide fabrics with sun protection, shading, UV protection and other functions, and show care for consumers in every detail, so as to achieve better market effects, is worth pondering for all players in the industry. As seasonal consumption continues to weaken, I believe the future of the camping economy is still promising!
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