Well-known children's clothing brand said it will mass-produce anti-virus fabrics. Is it true technology or speculation?

　　Chinanews.com, December 7th (Zuo Yuqing, Zhongxin Finance and Economics) An anti-virus and anti-bacterial fabric that is expected to be mass-produced next year has made the well-known children's clothing brand "Annel" the focus of market attention.

The multiple daily limit in just half a month not only caused Annier to issue 4 consecutive announcements on abnormal fluctuations in stock trading, but also received a letter of concern from the Shenzhen Stock Exchange.

　　Is the so-called antiviral and antibacterial fabric reliable?

The inhibition rate exceeds 99%?

Annier says it will mass produce antiviral and antibacterial fabrics

　　As early as August 22 this year, Annail disclosed the "Announcement on Foreign Investment and Establishment of a Joint Venture Company by a Wholly-owned Subsidiary", saying that it had cooperated with Shuimu Juli Grafting New Technology (Shenzhen) Co., Ltd. (hereinafter referred to as "Shuimu") Grafting") signed a joint venture agreement to establish a joint venture company for the research and development, production, processing and sales of antiviral and antibacterial functional textiles.

　　According to the announcement, this fabric is expected to be mass-produced next year.

The two parties agreed to "make reasonable commercial efforts to complete the core delivery standards before January 31, 2023, including that the production line has been debugged and mass production can be realized." The R&D design company agrees that the deadline for completion can be extended accordingly, but no later than June 30, 2023."

On August 22, Annier disclosed the "Announcement on the Foreign Investment of Wholly-owned Subsidiaries and the Establishment of Joint Ventures".

　　Annier said that the electron beam grafting technology used in this fabric was developed by the team of Tsinghua University, and the inhibition rate of enveloped viruses, bacteria, and some fungi exceeds 99%.

　　Annel also said that the test report of the State Key Laboratory of Virology of Wuhan University showed that the electron beam grafted modified fabric of Annel Mizuki had an inhibition rate of more than 99% against pox virus.

　　The continuous disclosure of progress has ignited the enthusiasm of the market. From November 18 to December 5, in less than a month, Annel's share price doubled.

On the investor interaction platform, investors keep asking about the details of the R&D and production of antiviral and antibacterial fabrics.

　　At the same time, the popularity of Annel has also made the concept stocks of antibacterial fabrics continue to rise. Many listed companies have received inquiries from investors about "whether to deploy antiviral and antibacterial fabrics".

Suspected of concept hype?

Shenzhen Stock Exchange issued a letter of concern

　　It is worth mentioning that, with the benefits brought by anti-virus and anti-bacterial fabrics, Annel executives are constantly reducing their holdings of stocks.

　　Zhongxin Finance noticed that Long Yan, the director and deputy general manager of Annel, Wang Jianqing, the company's controlling shareholder, and Xu Wenli, the director who holds more than 5% of the shares, have continued to reduce their holdings since the first half of the year.

Among them, Longyan reduced its holdings three times after Annel announced its cooperation with Tianjin High-end Equipment Research Institute of Tsinghua University, and after Annel became a hot spot in the market.

　　An Nai'er's change was also questioned by the Shenzhen Stock Exchange.

On December 1, the Shenzhen Stock Exchange issued a letter of concern, asking Annel to explain whether the anti-virus and anti-bacterial fabrics were hyped to cater to market hotspots, and whether the reduction of shareholders' holdings involved insider trading.

In reply to the inquiry letter from the Shenzhen Stock Exchange, Annier disclosed the reduction of holdings of some executives.

　　In response to whether the relevant information on antiviral and antibacterial fabrics is true and accurate, Annier replied on the 4th that the actual efficacy and related test conclusions of the disclosed electron beam grafted modified fabrics were all from the test reports of relevant testing institutions and the China National Textile and Apparel Council. The issued "Certificate of Appraisal of Scientific and Technological Achievements", the above-mentioned documents have been submitted to the regulatory agency for reference, and the relevant patents have also been submitted for patent application and are being publicized.

　　In addition, Annier stated that the related shareholding reduction of its shareholders was compliant and there was no suspected insider trading.

Can Anaier "Back to Life" in the Weak Children's Wear Market?

　　As a children's clothing brand targeting the mid-to-high-end market, Annel has had a hard time in recent years.

　　In 2017, An Nai'er landed on the Shenzhen Stock Exchange and became "the first A-share children's clothing stock".

However, under the influence of the epidemic and intensified market competition, the inventory pressure in the children's clothing market has increased.

Since 2020, Annel's net profit has continued to be in a state of loss, and high-level positions have been in constant turmoil.

Its third quarter report for 2022 shows that the company’s total revenue in the first three quarters was 674 million yuan, a year-on-year decrease of 17.17%, and the net profit attributable to the parent was -154 million yuan, a year-on-year decrease of 1634.83%.

　　And the advent of anti-virus and anti-bacterial fabrics, can it be a shot in the arm for An Naier?

The screenshot is from the official website of Annel.

　　Zhongxin Finance noted that although Annier claims that its electron beam grafting technology is a domestic original.

But in fact,

.

According to the information released by Soochow Securities, Semir Clothing, Zhongwang Fabric Art, and Ruyi Group all have anti-virus related patents.

　　At present, the Shenzhen School Uniform Industry Association has thrown an "olive branch" to Anel.

On November 22, three companies related to Annel signed a "Strategic Cooperation Agreement" with the association, intending to carry out in-depth cooperation on the application and sales of electron beam grafted modified fabrics in the field of school uniforms.

　　However, Annier also said that

. The antiviral and antibacterial effects need to be tested by the market, and there are still gaps in the market's recognition and acceptance of this technology. Certainty, there are uncertainties in the economic benefits generated in the future and the impact on the company's performance.

(Finish)