所有人都說二胎政策帶動了兒童產業,童裝這片海正從藍變為紅,市場競爭也更加激烈。現狀是我國新生兒數量呈現增長趨勢,童(tong)裝(zhuang)行業迎來了(le)全新的(de)發(fa)展(zhan)階段。同時,隨著消費(fei)者網購習慣不斷深化(hua),童(tong)裝(zhuang)電商(shang)獲得了(le)快速(su)成長的(de)空間,其(qi)規模(mo)將呈現爆發(fa)增(zeng)長的(de)態勢,傳統童(tong)裝(zhuang)行業受到(dao)劇烈沖擊,整(zheng)體格局將在新的(de)環境下被重(zhong)新改寫。
童裝行業發展現狀
童裝市場規模2019年將突破3000億,近幾年全球各行各業經濟疲軟,尤其是在成人服裝市場增長放緩,男女裝市場趨于飽和的背景下,童裝市場的快速增長顯得尤為亮眼,已成為服裝行業發展的一個新興增長領域。然而童裝行業本身,到國內國外的市場都面臨了極大挑戰,傳統童裝市場競爭激烈:成人服裝品牌紛紛涉足童裝;外國童裝品牌開始進駐國內(品牌授權);傳統本土品牌開始打概念牌(童話、動漫“會說話的童裝”)。
童裝市場中,目前品牌排名第一的企業巴拉巴拉市(shi)場(chang)占有(you)率也不過(guo)是(shi)4%左(zuo)右(you),其他的(de)國內童(tong)(tong)裝品(pin)(pin)牌(pai)均在(zai)1%左(zuo)右(you),甚至市(shi)場(chang)占有(you)率不超1%。由于還沒(mei)有(you)形成完整的(de)競(jing)爭格局(ju),眾多(duo)童(tong)(tong)裝品(pin)(pin)牌(pai)也加(jia)劇(ju)(ju)了行(xing)業(ye)內的(de)競(jing)爭情況,這也主要是(shi)由產(chan)品(pin)(pin)同質化(hua)導致(zhi)的(de)比較明顯(xian)的(de)特征。沒(mei)有(you)具有(you)品(pin)(pin)牌(pai)代表(biao)性和(he)(he)產(chan)品(pin)(pin)個(ge)性代表(biao)性的(de)產(chan)品(pin)(pin)出現,這個(ge)市(shi)場(chang)只(zhi)會在(zai)廝殺中拼人力、物力、財(cai)力和(he)(he)反應速度。然而這些惡心的(de)競(jing)爭只(zhi)會更加(jia)加(jia)劇(ju)(ju)產(chan)業(ye)鏈供應鏈的(de)壓力和(he)(he)提高品(pin)(pin)牌(pai)溢價(jia)成本,喪失品(pin)(pin)牌(pai)獨特性。
中國的童裝市場于全球而言都是很誘人的一塊大蛋糕。國際品牌Gucci、Fendi、Lanvin、Stella McCartney和 Oscar de la Renta等都紛紛拓展開童裝產品線,休閑服飾李寧(ning)、安踏、361度等體育品牌開設童裝電商,快時尚ZARA、gap、h&m也在電商中增設童裝銷售區域。互(hu)(hu)聯網(wang)童(tong)裝(zhuang)品(pin)牌(pai)(pai)和(he)傳(chuan)統童(tong)裝(zhuang)品(pin)牌(pai)(pai)如(ru)今都看到了互(hu)(hu)聯網(wang)發展的(de)(de)商機(ji),紛紛擁抱(bao)電子商務,原本(ben)成長與互(hu)(hu)聯網(wang)的(de)(de)童(tong)裝(zhuang)品(pin)牌(pai)(pai)在這(zhe)趨(qu)勢下也明顯的(de)(de)感受掃傳(chuan)統品(pin)牌(pai)(pai)上線后(hou)的(de)(de)擠壓和(he)競(jing)爭。
26.82%(445家) |
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4.46%(74家) |
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9.58%(159家) |
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6.63%(110家) |
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0.24%(4家) |
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0.96%(16家) |
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52.74%(875家) |
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12.42%(206家) |
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1.21%(20家) |
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1.57%(26家) |
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0.48%(8家) |
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0.36%(6家) |
2021年網(wang)(wang)(wang)站(zhan)數據(ju)庫(ku)共收(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)店(dian)(dian)(dian)1659家(jia)(jia),其(qi)中小品(pin)(pin)牌(pai)(pai)網(wang)(wang)(wang)店(dian)(dian)(dian)的網(wang)(wang)(wang)店(dian)(dian)(dian)占總(zong)比最多,達到(dao)875家(jia)(jia),其(qi)次為(wei)品(pin)(pin)牌(pai)(pai)旗(qi)艦店(dian)(dian)(dian),收(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)店(dian)(dian)(dian)為(wei)445家(jia)(jia),品(pin)(pin)牌(pai)(pai)特許(xu)(xu)店(dian)(dian)(dian)收(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)店(dian)(dian)(dian)為(wei)206家(jia)(jia),京東(dong)旗(qi)艦店(dian)(dian)(dian)收(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)店(dian)(dian)(dian)為(wei)159家(jia)(jia),拼多多店(dian)(dian)(dian)鋪收(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)店(dian)(dian)(dian)為(wei)110家(jia)(jia),京東(dong)自營店(dian)(dian)(dian)收(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)店(dian)(dian)(dian)為(wei)74家(jia)(jia),唯(wei)品(pin)(pin)會(hui)店(dian)(dian)(dian)鋪收(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)店(dian)(dian)(dian)為(wei)26家(jia)(jia),京東(dong)特許(xu)(xu)店(dian)(dian)(dian)收(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)店(dian)(dian)(dian)為(wei)20家(jia)(jia),蘇寧旗(qi)艦店(dian)(dian)(dian)收(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)店(dian)(dian)(dian)為(wei)16家(jia)(jia),企業店(dian)(dian)(dian)鋪收(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)店(dian)(dian)(dian)為(wei)8家(jia)(jia),品(pin)(pin)牌(pai)(pai)商城收(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)店(dian)(dian)(dian)為(wei)6家(jia)(jia),蘇寧自營店(dian)(dian)(dian)收(shou)(shou)(shou)錄(lu)(lu)網(wang)(wang)(wang)店(dian)(dian)(dian)為(wei)4家(jia)(jia)。
小(xiao)編認為,目(mu)前(qian)(qian)的(de)(de)童裝電(dian)(dian)商(shang)(shang)模(mo)式主要分(fen)為三(san)種(zhong),一種(zhong)是(shi)綜(zong)合電(dian)(dian)商(shang)(shang)平臺中(zhong)的(de)(de)嬰童頻道,如(ru)大型綜(zong)合商(shang)(shang)城母嬰類(lei)產品已(yi)成為標(biao)配;一種(zhong)是(shi)垂直型電(dian)(dian)商(shang)(shang),以(yi)海淘特賣(mai)為吸引點,主要有貝(bei)(bei)貝(bei)(bei)網、蜜芽網、寶貝(bei)(bei)格子等(deng);還(huan)有一種(zhong)是(shi)社區(qu)型平臺中(zhong)的(de)(de)導購(gou)和(he)電(dian)(dian)商(shang)(shang)板塊,如(ru)媽媽網、寶寶樹等(deng)。目(mu)前(qian)(qian)電(dian)(dian)商(shang)(shang)模(mo)式是(shi)主要童裝產業(ye)企業(ye)的(de)(de)變現(xian)模(mo)式,盡管市場(chang)規模(mo)仍在(zai)(zai)增長,但從資本(ben)(ben)投向(xiang)看,除了天使輪和(he)后期規模(mo)較大的(de)(de)明星項(xiang)目(mu)獲得(de)資本(ben)(ben)青睞外(wai),中(zhong)間類(lei)電(dian)(dian)商(shang)(shang)項(xiang)目(mu)幾乎(hu)不受資本(ben)(ben)關注,可見目(mu)前(qian)(qian)嬰童電(dian)(dian)商(shang)(shang)正(zheng)在(zai)(zai)逐步進入紅(hong)海。