As a revolutionary change in the retail circulation field, the composite growth rate of the market scale has not only attracted attention from the beginning of its birth, but also the popularity index of online shopping has not gone up in the fourth quarter of last year when the global economy is in the winter.

This characteristic of "anti cycle" undoubtedly brings great attraction to investors who have just come out of the whirlpool of the economic cycle.

China's online shopping market is limitless.

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The proportion of sales accounted for nearly 14% of total online shopping, more than that of books and audio-video products.

In the face of such tempting interests, both anti cyclical and broad market space, who will be the last to share? We think there are only two types of enterprises, one is "network channel" and "traditional channel" will not crash traditional clothing enterprises.

Among the listed companies, Lu Tai A will be the biggest beneficiary of clothing online shopping.

The company mainly exports, and the proportion of domestic sales is 14%.

There was no network layout in China before.

In recent years, the decline of export profit rate is also the main reason for its return to the domestic market; two, Internet enterprises providing online shopping platform for clothing.

In addition, we think that we need to pay particular attention to the competitive pressure brought by foreign garment enterprises to open the Chinese market through online shopping.

On the one hand, foreign clothing enterprises in China do not have the traditional sales channel constraints, seize the online shopping market will be greater pace; on the other hand, China's clothing online shopping age 72% are concentrated in 18-30 years of age, compared with domestic clothing enterprises, foreign brands in the design sense, the trend of a certain lead, more in line with the needs of these young groups.

If the online flagship store of Japanese brand gowns, which was opened two months ago, based on Taobao, 11 days after being put on line, it will create a daily sales volume of only one garment, which is equivalent to the sales performance of half of UNIQLO's physical stores.