Hongdou Group Co., Ltd. (core listed subsidiary Jiangsu Hongdou Industrial Co., Ltd., SSE: 600400.SH) is a national-level, fully integrated textile and apparel group in China. Its strategic brand “Hodo Home” focuses on intimate apparel and home products with “softness and comfort” as the core value, offering a one-stop solution including underwear, loungewear, socks, slippers, and home textiles. I
ChinaEst. 195730K+SSE：600400
Business Nature
Full-Chain Self-Production + Brand Operations:
• Full-process self-control from cotton cultivation → spinning → weaving → garment manufacturing
• No contract manufacturing; 100% self-produced
Full-Chain Self-Controlled Production:
• Aksu, Xinjiang Cotton Base 100,000 mu/16,500 acres
• Wuxi Smart Textile Park Annual output: 120 million meters of fabric
• Xuzhou/Yancheng Garment Factories Annual capacity: 100 million pieces
Core Business Areas
Sleep Sets — [Sales Pillar]
• Xinjiang Long-Staple Cotton Sleepwear: Proprietary Xinjiang cotton base, 32-count combed cotton, annual sales exceeding 5 million sets
• Mother & Baby Class A Sleepwear: No fluorescent agents added, compliant with 0-3 year infant safety standards
Robes
• Adjustable Nursing Robe: Discreet side-opening nursing access + adjustable waistband buckle, TOP 3 in JD.com maternal & infant category
• Thick Plush Robes for Middle-Aged & Elderly: 280g coral fleece, wide front placket design for easy wear
Homewear
• Red Bean Plush Homewear Sets: Patented "Thermal Skin" technology heat retention +2-3°C, winter bestseller
• Silver Ion Antibacterial Home Dress: 99% antibacterial rate, designed for hospital accompaniment settings
Slippers
• Mugwort Antibacterial Cotton Slippers: Herbal plant-dyed lining, antibacterial and odor-resistant
• Postpartum Memory Foam Slippers: 3cm slow-rebound insole + arch support
Classification Codes: 12.1, 12.2, 12.3, 12.4 China's only homewear brand with full industry chain coverage
Company: Hongdou Group Co., Ltd. - Hodo Home | Field: Report
Hongdou Group Co., Ltd. - Hodo Home
Corporate Overview
Hongdou Group Co., Ltd. is a large-scale diversified industrial group based in Wuxi, Jiangsu Province, China. Its subsidiary brand "Hodo Home" operates primarily in the comfortable underwear, loungewear, sleepwear, and home textiles segments. The group is listed on the Shanghai Stock Exchange (stock code: 600400.SH) and maintains vertical integration across the entire textile and apparel value chain—from raw materials and dyeing to garment manufacturing and retail distribution. With approximately 30,000 employees and production facilities in both China and Cambodia, the group produces over 100 million garments annually.
Market Position and Business Performance
Hodo Home has established itself as a leading brand in China's comfortable intimate apparel market, benefiting from Hongdou Group's decades of industry experience and comprehensive supply chain capabilities. The listed company reported revenue of 23.85 billion RMB in fiscal year 2024, with apparel sales (including Hodo Home and Hongdou Men's Wear) serving as the primary revenue driver. The brand operates more than 3,000 offline stores across China, distributed through commercial streets, communities, and department stores at all city levels. This extensive retail network, particularly strong in lower-tier cities, represents the group's most significant competitive advantage and channel barrier.
Brand Assessment and Strategic Positioning
The brand heat score of 750/1000 reflects Hongdou Group's position as a deeply rooted national enterprise with substantial commercial scale and market influence. The group successfully transitioned from traditional men's wear (where it originated) to the "comfortable loungewear" category through Hodo Home, capturing shifting consumer preferences toward comfort-oriented products. The brand enjoys high recognition and trust among consumers aged 35 and above, with products praised for comfort, durability, and value. However, the assessment notes challenges including brand aging, limited fashion appeal to younger demographics, and intensifying competition from both established players like Fenting and emerging digital-first brands.
Strategic Outlook
Hongdou Group
