It is reported that China's textile industry, a total of more than 20 million enterprises, of which 90% are private enterprises. As China's economy has entered a new norm, the entire manufacturing growth slowed, the textile industry is also affected. Suddenly, in 2015 only in less than 10 days, and along the way, the textile industry ups and downs, deep feelings. Overall, the year 2015 the textile industry has four characteristics.
The first characteristic: chemical fiber textile raw materials decline
In the past year, international oil prices fell sharply in the background, textile and chemical fiber raw materials fell sharply, the bulk of domestic textile raw commodity market is in a slump, rose more or less, a lot of corporate executives lament like a roller coaster ride of the trip.
In the cotton fields this year, domestic cotton prices remain at 13,000 yuan / ton level, only slightly fluctuate, the dream of cheap textile mills used cotton. While in temporary storage period, the domestic cotton price up to 19800-20400 yuan / ton, imported cotton was only about 13,000 yuan / ton, both inside and outside the cotton spread up 7,000 yuan / ton, the cost of raw materials to make spinning plant widespread losses, year 2000-3000 ten thousand yuan loss a mundane. Many companies reflects everyone to take a few years to make up that money a few years ago hole.
Enter the current year, the new season cotton prices fell to 13,000 yuan / ton line, while the cost of imported cotton at 12,000 yuan / ton (1% tariffs), and outside the cotton spread narrowed to 1,000 yuan / ton. Can be used to lower the price of raw materials, as some mills said, "This is soiled with target price of light," no target price, there is no low-cost raw materials, textile enterprises.
In the chemical fiber industry, "rose too sour cool, falling flustered." This year the domestic textile and chemical fiber raw materials prices fell sharply. Less than a year, high raw material MEG has fallen nearly a quarter of the previous month, compared with early January 5750 yuan / ton shrink 1420 yuan, while the polyester prices also fell after three specifications have fallen close to 20%.
This price trend of chemical fiber raw materials, so many textile enterprises under great pressure from the market. The first half of this year, many textile enterprises generally bullish market to low-cost raw materials, bulk purchase of raw materials production, did not wanted to sharp decline in international oil prices, raw material prices continued blew unfathomable, now has become a high inventory problem, many companies can only produce a loss Sales.
The second characteristic: the impact of capital market enthusiasm for the textile industry
I remember a few years ago, when few domestic garment enterprises listed on the capital market to ignore this, but with the factors of policy control, industrial development, many capital began to extend the domestic textile and garment enterprises, "helping hand."
This year, IPO market has never been lively. ELLASSAY from the beginning of the successful listing of China's capital market has been boiling endless, and now, "broadcast: broadcast", "DAZZLE (earth element)", "La Chapelle (La Chapelle)," Many women are familiar with these women's brands , but it has entered the pre-disclosure process. In addition, the bird of peace, security being, Masifeier, Xin He, than sound Leuven brands are queuing up in front of the IPO. Previously listed plus Long position, Ludwig Nasi, etc., the domestic apparel industry, several well-known companies are expected to gather in the capital market. Another addition to the motherboard, the "new three board" market is also active, we understand that more and more companies have started operations in the weaving process of the listing. The number of large, record highs.
The third characteristic: Internet + Textile Trends
2015 Textile and Apparel Industry + Internet trend is unstoppable, understanding of the Internet is no longer just stay in the electricity business and marketing aspects of the Internet 1.0 era, but the integration into the Industrial Internet 2.0 era, the textile and apparel industry in transition generally have the following eight directions :
1, Internet banking (including supply chain finance): Angelo (established fish gold dress, equity loans and pockets Wenzhou finance, build tiny version of "ant gold service"), Linda Silk (based on Chinese silk trading market to build supply chain Finance), seven wolves (Group shares Pinshang electricity provider, create a set of support services + supply chain finance based P2P mode), Wentz shares (equity micro sell, build online auction + supply chain financial model), Sea Orchid family (including suppliers has formed a healthy ecosystem, with a supply chain finance basis).
2, the cross-border electricity supplier: one hundred round pants industry (to create cross-border electronic business platform Union), Semir clothing (cross-border electronic business platform acquisition of Korea), Smith Barney costumes (create a "Fan" APP gather worldwide fashion brand), Long Zi shares (Korea Resources has an advantage), seven wolves (with expectations), Anna Rich (with expectations), Legg Mason culture (with expectations).
3, social class mobile Internet (SoLoMo = social + local + mobile): Semir clothing (in partnership with Korean fashion brand platform ISE will focus on mobile terminals), Smith Barney ("Fan" APP), Long Zi shares (equity star wardrobe ), Wentz shares (shares of "micro-sell"), Pathfinder (six feet APP), one hundred round pants industry (a mobile terminal business)
4, the sports industry: elegant birds (equity Tiger bashing, established sports industry funds, layout sports industries), Pathfinder (Sport + tourism industry fund was established), SBS shares (expected to acquire sports assets).
5, children's animation industry: Semir clothing (children's clothing brand equity cluster + genius baby early childhood, future mergers and acquisitions is still expected), Long Zi shares (acquisition of Korea First children's clothing brand Eka Bang), Legg Mason culture (build including Disney, independent IP Star Academy, children's theater, hand travel companies, film and television animation industry's ecosystem).
6, intelligent home: Carolina textile (with and the Thai cooperation, the establishment of industry funds), Anna Rich (with the transition expected), Meng Jie Textile (with and the Thai cooperation).
7, major health industry: Younger (established industry fund), Carolina textile (with expectations).
8. Industry 4.0: Angelo (C2B promote mass customization business), joeone (custom services), Younger (custom services), Sea Orchid House (Sheng Kainuo professional service customization) O'Connell International (Men customization), Lu Thai (Jun Yi custom shirt).
The fourth characteristic: the domestic textile enterprises westward or Southeast Asia factories
In recent years, as China's labor costs have been rising, the advantage of low labor costs in Southeast Asia show, plus tax and preferential policies implemented in the countries of the region, many textile and garment enterprises have Denver Southeast Asia, to invest in Southeast Asia gradually become a craze, especially Is the interest in Vietnam, Cambodia, Myanmar, Laos and other countries, investors are even more intense. 2015 Chinese textile companies are also conform to the tide, into the ranks of Denver Southeast Asia this year, including the Rainbow textile, Hong Kong Esquel Group, Hongdou Group, Lutai Textile, dozens of textile companies have set up factories to expand this area . While in the domestic textile enterprises in economically developed areas also in the deployment of the central and western region of Xinjiang and other factories.
It is understood that a charge of textile enterprises in Shandong some people say, and now they were factory in Xinjiang, Jiangsu, Taiwan, Vietnam has facilities. "Intends next year to build a factory in India." The official said. Choose to set up factories in Xinjiang, Xinjiang is a fancy unique raw material resources. The responsible person speaks, cotton yield and quality unrivaled in the world, especially in the cotton industry in Xinjiang support very large subsidies add up to a high of 2,000 yuan / ton, significantly enhance the competitiveness of enterprises. And the choice to set up factories in Taiwan, because Taiwan's imports of cotton no quota restrictions, companies can use low-cost, high-quality imported cotton. This year, the comprehensive cost of raw materials lower than the mainland 2000-3000 yuan / ton. The only downside is that the higher labor costs than the mainland, but enterprises through technological innovation, employment numbers have been drastically reduced. Choose to set up factories in Vietnam, all the weeks, its tax, labor, raw materials, energy and so much lower than domestic, occupy a cost advantage. Company official said that the current domestic several plants are basically losing money, only Taiwan, Vietnam branch is profitable.
2016 textile enterprises to do what?
Distance of less than 10 days left in 2016, in the face of such a market environment in 2015 stretched, very helpless, very pessimistic. Very simple, do not wait any longer what the market will get better, and directly on production in such a harsh environment, can be profitable products. Textile industry, poor or ordinary products, is really a road, we are very clear. But good quality products, whether it is the Chinese market is the world market, is still very scarce, scarce products, natural high, natural profit. Our problem is how to a common, even at a lower cost to produce excellent products.
