"School economy" heats up: leather shoes are out of stock, and there are many "stationery assassins"

time:2022-12-09 20:27:07source:chakarski.com author:Aerospace stock
"School economy" heats up: leather shoes are out of stock, and there are many "stationery assassins"

Source: Guangzhou Daily client "One hundred and two hundred sells the best, so now there are not many styles and the number of yards is not complete. Parents all know that when the flag is raised on Monday, you need to wear a dress and black leather shoes, so the cheap ones sell best. ." In a shopping mall in Baiyun District, the clerk told the Guangzhou Daily all media reporters: In order to cooperate with the "opening season", the company has vigorously adjusted the goods and is conducting the last round of promotions. "The special sale will not be held until September 1st, so you have to buy it now." Not only children's leather shoes are out of stock, but stationery also occupies the most prominent position in the supermarket. "20 yuan off when you spend 150 yuan", a supermarket chain opened up a stationery section and called it a promotional banner. Despite this, there are also many expensive "stationery assassins" hidden in them, especially co-branded and blind box products. In addition, the reporter also learned that the price of the popular spine protection schoolbag is relatively high. "The cheapest one is more than 300, and the joint model is more than 500. You can send several sets such as stationery boxes." The clerk said. Some parents sighed: the beginning of the school is just buying supplies, and it has cost thousands of yuan at every turn. Black leather shoes for boys and girls are "hard to find": cheap products sell the most. "This weekend, I must buy them. The teacher said that if you wear a dress, you should wear black leather shoes, and if you wear sportswear, you should wear white sports shoes." A mother told reporters, The child is in the first grade, taking advantage of the weekend to take her out to get all the equipment in full swing. When she asked what styles of shoes in size 32 were available, the clerk said: Only these three are still in stock. "You are late, many cost-effective styles have been picked out, and the replenishment has not been made." Seeing this mother was still a little hesitant, the clerk reminded: "Now is the last few days of our activities, and the price is relatively high. The '618' promotion is still discounted, and it will not be done on September 1st, and the number of yards is not complete, so don't hesitate if you like it!" The mother heard this and immediately paid for it. Coincidentally, at the counter of another brand, the reporter saw a number of parents who brought their children to buy black leather shoes. "It doesn't necessarily mean that you really need to wear them often, but if there is a list in the school, you should prepare them and wear them occasionally." A parent told reporters that black leather shoes for boys and girls are basically just needed for the "school season". And it's a consumable item - a pair will need to be changed for a year at most. The reporter noticed that many businesses have made adequate preparations for this: "black etiquette style leather shoes", "school-designated black leather shoes inside and outside", "new autumn student leather shoes", "campus spring and autumn leather shoes"... Whether it is online Or offline, such slogans for black children's leather shoes, which are the main "school season", emerge in an endless stream. Taking online as an example, many of them have a monthly turnover of more than 1,000 yuan. The reporter noticed that most of the black leather shoes "for campus" are priced in the range of 69~300 yuan, and there are also imported high-end leather shoes priced at 400 to 500 yuan, but the transaction volume is far less than that of cheap leather shoes. In terms of style, affordable leather shoes include some genuine leather models and artificial leather models, and many of them are treated with convenient Velcro, easy bending, gentle arch, non-slip, and heel cushion wrapping. (The "Children's Black Leather Shoes" section has been opened in the shopping mall) The price of domestic and imported stationery varies greatly, and the price of IP co-branded products is generally higher. The reporter noticed during the visit to major businesses that the school is about to start, and there are pens, notebooks, and pencil cases in the supermarket. There is a special area for students, including stationery and school bags. This area has always been visited by a steady stream of parents bringing students who are about to start school. Today, an entry of "a gel pen sells for 55 yuan" appeared on Weibo's hot search. The reporter visited stationery stores and supermarkets in Tianhe District, Guangzhou and found that "stationery assassins" also exist, and the prices of different brands vary greatly. , the price of the IP joint model is as high as 199 yuan. "I just chose some school supplies such as gel pens, notebooks, pencil cases, correction fluids, etc. for my children, and it cost about 230 yuan." A parent who bought stationery in a supermarket said that higher-priced pens do not It is easy to break, so I chose a better pen for children. The reporter noticed that the gel pen purchased by the parent was an imported pen, and the price was 10.8 yuan per piece. However, the parent admitted that the price of stationery has been increasing year after year. The reporter noticed that the minimum price of imported gel pens in this supermarket is 9.9 yuan. The pen areas of most merchants are classified according to domestic and imported, and there are promotions for imported brands. The billboard information of a large supermarket shows that from August 27th to 29th, the supermarket's imported brand bulk pens can enjoy a 15% discount for a single order of four or more. "Because the price of domestic pens is relatively low, there are no promotional activities for domestic pens." A salesperson from a large supermarket said that the price of a single domestic pen is generally 2 yuan to 10 yuan. It is worth noting that the minimum price of imported pens for some co-branded models is 20 yuan. According to the clerk, the store is currently selling IP co-branded models of an imported brand, with prices of 20 yuan, 69 yuan, and 199 yuan respectively. However, the high-priced pens are locked in glass display cases, and most parents stop for a few seconds before leaving the counter. In addition, the reporter also noticed that the prices of some co-branded pencil cases, erasers, post-it notes, correction fluid, notebooks and other stationery products are generally higher than those of non-co-branded products, and there are also rubber blind boxes. Taking a pencil case as an example, the price of an ordinary pencil case ranges from 6.9 yuan to 19.9 yuan, while the price of some co-branded pencil cases is five or six times higher or even higher. (IP co-branded series of products of an imported pen brand) The merchant mainly recommends spine-protecting schoolbags, and well-known IP co-branded models are expensive. "This spine-protecting schoolbag is very good for students' backs. The backrest has elastic cushioning and widened straps. It can reduce the pressure on the shoulders and spine." A schoolbag salesperson introduced to parents who bought schoolbags that the spine protection schoolbag is the main model of this year, and the price discount ends today. The reporter noticed that most of the popular spine protection schoolbags on the market are expensive, and the cheapest price after discount is more than 300. If it is a well-known IP co-branded model such as My Little Pony and Hello Kitty that children love, the price may be as high as 500~700 yuan, under the high premium, it may be accompanied by school supplies such as stationery boxes. The price of schoolbags without "back protection" function ranges from tens of yuan to two hundred yuan. On the e-commerce platform, the reporter searched for "backbone schoolbag" and found that the price of the spine-protection schoolbag with the highest sales volume in the comprehensive index is comparable to the price of the physical store, and the lowest price after the discount is more than 300 yuan. The customer service staff of a brand's schoolbag flagship store introduced that the current student schoolbags are more practical and functional, and the spine protection function is also set for the health of students. The production process of spine protection schoolbags is more than ordinary The schoolbag is complicated, and the production materials are more than ordinary schoolbags, so the price of the spine protection schoolbag is generally higher than that of the ordinary schoolbag. (Schoolbag sales area in a large supermarket) The net profit attributable to the parent company of the two listed stationery companies has fluctuated year-on-year. The semi-annual report disclosed by Chenguang shares on August 26 shows that its total operating income in the first half of 2022 is 8.433 billion yuan, a year-on-year increase of 8.433 billion yuan. An increase of 9.7%; net profit attributable to the parent was 529 million yuan, a year-on-year decrease of 20.7%; earnings per share were 0.57 yuan. According to its semi-annual report, "office direct sales" is the main source of its operating income, accounting for 52.2% of revenue, while "student stationery" only accounts for 16.06% of revenue. (Data changes of the net profit attributable to the parent company of Chenguang in recent years) The semi-annual report released by Qixin Group on August 4 shows that its total operating income in the first half of 2022 was 4.261 billion yuan, a year-on-year decrease of 5.01%; the net profit attributable to the parent company was 8527.12 10,000 yuan, an increase of 18.69% year-on-year, and the basic earnings per share was 0.12 yuan. According to the semi-annual report of Qixin Group, based on the current general trend of increasing domestic digital procurement penetration, it achieved a double increase in net profit and gross profit margin in the first half of the year. (Data changes of Qixin Group's net profit attributable to its parent in recent years) On August 26, Chenguang shares closed at 42.13 yuan per share, up 1.27%; Qixin Group closed at 6.78 yuan per share, up 0.15%. Text/Guangzhou Daily Xinhuacheng reporter Tu Duanyu trainee reporter Zhou Mi Photo/Guangzhou Daily Xinhuacheng reporter Li Bo trainee reporter Zhou Mi
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