Recently, everyone’s WeChat lists are filled with too many leopards. Looking around, you can see a row of festive and red leopard avatars, which implies that the new year will be "full of money" and rich.
Everyone dreams of getting rich, especially Amazon people. For sellers, the biggest wish for 2022 is to sweep away the gloom of 2021 and welcome full orders and rising profits. Now that January is coming to an end, looking at the recent market dynamics and sales trends, is it still possible for sellers to realize their "dream of getting rich quickly"? The European IPO was suspended again, perhaps due to these factors? In late December last year, Zhiou disclosed its prospectus, intending to raise 1.5 billion yuan, and was ready to go public for the second time. Just when many industry insiders were optimistic about Zhiou's listing prospects, Zhiou suddenly applied to suspend its IPO. Cross-border navigation , revenue of 3.2 billion yuan in the first half of 2021! This big sale has suspended the listing application #Amazon##Cross-border headlines#Cross-border e-commerce video account ▲ Video account focuses on cross-border navigation
As a home furnishing giant, Zhiou has developed rapidly in recent years and has occupied an important share in overseas markets such as Europe, the United States, and Japan. However, its road to listing has been full of ups and downs. As early as September last year, its IPO was suspended due to expired financial information. Now, it has been suspended again only one month after the restart. However, Zhiou has not disclosed the specific reasons. Previously, Zhiou announced in its prospectus that from January to June 2021, Zhiou achieved operating income of 3.199 billion yuan and net profit of 140 million yuan, achieving steady growth in performance for four consecutive years. ▲ The picture comes from Zhiou Technology’s announcement However, behind the performance growth, some hidden dangers are also exposed. From 2019 to the first half of 2021, the amount of corporate income tax preferential treatment enjoyed by Zhiou due to its certification as a technologically advanced enterprise was RMB 16.2226 million, RMB 49.9176 million and RMB 14.8044 million, respectively, accounting for 11.34%, 10.71% and 8.36% of the total profit in the current period, respectively. It can be seen that Zhiou's performance has achieved significant growth since 2019, which has also benefited to a certain extent from preferential policies. If any subsequent changes occur, it may have a certain impact on the company's operating performance and profit level. In addition, the rapid expansion of Zhiou’s sales scale is largely due to the popularity of cross-border e-commerce driven by the epidemic. However, as the trend subsides, this performance growth is likely to be unsustainable. On the one hand, there are operational risks brought by third-party platforms, especially since 70% of Zhiou’s sales revenue from its main business on Amazon comes from Amazon. Excessive reliance on this channel is tantamount to burying a time bomb on the seemingly stable and improving performance. On the other hand, the intensified market competition caused an imbalance between supply and demand, forcing Europe to lower the prices of its products. In addition, operating costs soared, and although revenue remained considerable, profits were lower than expected. As its business scale expands, its inventory size also grows year by year, causing its operating cash flow to continue to be negative. If problems such as unsalable products and inventory backlogs occur, Zhiou's capital turnover will face great pressure. Overall, there are many risk factors hidden behind Zhiou Fengguang, but whether the interruption of the IPO again is caused by these factors is still just speculation. In addition to Zhiou, the recent developments of another big seller have also attracted the attention of many people in the circle. With a 400% surge in net profit, iHealth reversed the downward trend in the first three quarters! Recently, iHealth has become the focus of the industry, having received a series of large orders for home COVID-19 testing from the United States, with a total order value of over 10 billion yuan, which has made many cross-border people jealous. In this regard, iHealth also stated that the fulfillment of these two super large orders will have a positive impact on its operating income and operating profit in 2022. Just last week, iHealth also released its full-year performance forecast for 2021. During the reporting period, iHealth expects the net profit attributable to shareholders of its listed subsidiaries to be 900 million to 1.2 billion, an increase of approximately 261.40% to 395.19% over the same period last year. ▲ The picture comes from Jiuan Medical’s announcement While the profits of many small and medium-sized sellers, including top sellers, are declining, iHealth has gone the other way and achieved explosive growth. Regarding the reasons for the surge in operating performance, iHealth said that it was mainly due to the continued impact of the global COVID-19 pandemic in 2021. The company's sales of the new coronavirus (SARS-CoV-2) antigen home self-test OTC test kits in the U.S. market increased significantly. However, as its performance surged, iHealth also warned of possible risks. Since its operating performance mainly depends on COVID-19 testing reagents, there is significant uncertainty as to whether its future performance can continue to maintain rapid growth, which mainly depends on the progress of the COVID-19 prevention and control in the United States, the selection of COVID-19 testing products, product market competitiveness and channel sales capabilities, and the future development of conventional business. It is understood that, in fact, before receiving these large orders, iHealth's revenue situation in the first three quarters of 2021 was not optimistic. According to the performance report previously disclosed by iHealth, its revenue in the first three quarters of 2021 was 50.128 million yuan, a decrease of 86.19% from the same period last year, and its net profit loss was 24.775 million yuan, a sharp drop of 106.89% from the previous year. ▲ The picture comes from Jiuan Medical’s announcement As the domestic and international epidemic situation improved in the first half of last year, coupled with the easing of the shortage of epidemic prevention materials and the decline in the gross profit margin of epidemic prevention products, iHealth's performance declined significantly. With the recent outbreak of the Omicron coronavirus, the epidemic situation abroad has tended to get out of control, and the demand for epidemic prevention supplies has surged again, which has also brought new opportunities to iHealth. ▲ The picture comes from the Internet It can be said that for iHealth, "the epidemic made it and also ruined it". The global outbreak of the COVID-19 pandemic in 2020 has caused a huge gap in epidemic prevention materials for quite some time, and has also brought about a rapid growth in performance for sellers of this category. Many sellers have rushed into this track. However, the market is subject to the balance of supply and demand, which is an eternal law. With the stabilization of the epidemic and the continuous supply of global epidemic prevention product production capacity, a situation of oversupply has gradually emerged. As the dividend tide recedes, this category seems to be no longer so popular. Looking back over the past few years, as the market trend changes, many hot categories have emerged. However, behind the hot spots, there are also many hidden dangers. If you lack the ability to evaluate the market and the long-term development vision, you will soon be squeezed out of the track. Looking ahead to 2022, what will the market dynamics be like, and what potential categories are worthy of sellers’ entry? What is the trend of product selection in 2022? Searches in these categories have soared! It is learned that recently, Google revealed the shopping trends in the European and American markets in the post-epidemic era. From the perspective of the North American market, the top 10 best-selling categories throughout the year are clothing, shoes and jewelry, home and kitchen, beauty and personal care, and sports and outdoors. It is learned that due to the impact of the epidemic on working from home, the search volume for computer accessories, fax machines, scanners, computer monitors and printers has shown an increasing trend. As people spend more time at home, beauty and self-care products are becoming more popular. Americans often search for nail care products, skin care products, hair care products, massagers and home clothes on Google. At the same time, people have more disposable leisure time, and searches for items related to home improvement and car maintenance have increased significantly: including auto parts, power tools, and home and garden decorations. Judging from the search trends of foreign consumers , the epidemic is subtly affecting their shopping habits. The continued spread of the epidemic has not only caused a surge in demand for epidemic prevention supplies, but also further affected consumers' consumption concepts by affecting their lives. From these trends announced by Google, sellers can also get a glimpse of the new category trends in 2022. Clothing, shoes, household items, etc. are still categories, and computer supplies and beauty and personal care are also the current mainstream. Of course, sellers also need to assess the situation. If they lack strong operational support, they should try to avoid popular red ocean categories with fierce competition and carefully select potential categories. Perhaps they can get ahead of their peers with a pair of discerning eyes and realize their dream of getting rich in 2022.
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