5. 12 Earthquake "East Shoe Westward Shift" Or Variable

Will such worries become a reality?

Debate: whether shoe companies continue to move westward?

Sichuan is an important province in the Midwest of China to undertake coastal industrial pfer, and whether the 5. 12 earthquake will delay Sichuan's undertaking of the pace of industrial gradient pfer in the eastern region or become passive in its acceptance, is becoming one of the focus topics discussed by the industry.

Some of the westward shift of the earthquake caused the collapse and damage of the factory buildings, serious damage to the infrastructure, logistics system, casualties, and the closure of factories due to power failure. These are a reminder of the risk of the westward shift of the eastern coastal enterprises and the "siting" of Sichuan.

Jiang Yuanwu, general manager of AOKANG Chongqing Real Estate Co., Ltd. believes that there is no need to worry too much about them. Taking Tangshan, Hebei as an example, he believes that after the great earthquake, Tangshan's economic development did not stagnate. Therefore, the earthquake does not have a long-term and fundamental impact on the local economy. "For AOKANG, our confidence in investing in the West has not wavered, and speculation about the possibility of natural disasters such as earthquakes can not decide whether we invest or not, and we are not too frightened by the destructive power of the earthquake."

Cao Xinyu, vice president of the China Textiles Import and Export Chamber of Commerce, has constantly stressed to the outside world that the impact of the earthquake on Sichuan's undertaking industrial pfer will only be limited to a very short period of time. He added: "the earthquake is only a temporary factor, rather than a long-term factor, which may postpone the industrial ladder pfer plan, but there will be no fundamental change. Sichuan's advantages in undertaking industrial pfer still exist."

"Earthquake": shoes enterprises face the choice of life and death

Before the shock of the Wenchuan earthquake, China's shoe enterprises have been in constant "earthquake".

"Nowadays, enterprises talk about cost is no longer a question of profit, but whether they can continue to live."

"In the global context of industrial pfer, today, the manufacturing sector is far from saturated in the eastern region, which is suffering from multiple challenges such as raw material, labor costs rising, RMB appreciation, processing trade and export tax rebate policy adjustment."

But at the same time, Bishan, Chongqing, which has the reputation of the western footwear capital, is in a big way to welcome this opportunity of industrial adjustment.

The word "cost revolution" is very popular in this year's shoe industry in Wenzhou.

The head of AOKANG group, a private shoe making enterprise, said: "the overall cost of shoemaking this year has increased by 20% compared with that of last year. Under the situation that the retail price of leather shoes has not risen, the cost pressure of enterprises is getting bigger and bigger."

It is understood that AOKANG set up a cost team this year, set up full-time posts, further refinement of cost control.

In the Wenzhou Ouhai Industrial Zone, which is known as the Chinese shoes capital, this is the time when production is busy.

"In fact, enterprises do not have no single list to do so, but they are afraid to accept it. They are not affected by the instability of the RMB exchange rate. Some of the bills in August and September are afraid to pick up. They can only pick up some recent ones."

"It's too fast for us to prepare. It's just like a disaster."

The same situation, the Pearl River Delta seems to be more serious: according to the November 2007 statistics report of the Asian footwear industry association, there are five thousand or six thousand shoe factories in Guangdong, and more than 1000 large and medium-sized shoe factories have been closed, of which two or three shoe factories in Huidong have closed four hundred or five hundred small shoe factories in more than 3000 months.

In addition to policy factors, the industry itself has also made it possible for enterprises to be doomed from today's founding.

Avoid "shock": "East shoes move westward."

The epicenter of the shoe industry's earthquake is in the East.

Facing the "earthquake", the migratory birds in the East are moving westward.

"In the whole process of moving east shoes, the most powerful promoter is not the government but an invisible hand - cost."

"The reason why AOKANG chose to invest in Bishan should be AOKANG moving directly to the trend of China's footwear industry moving from east to west, and welcoming the result of strategic adjustment from domestic and international competition."

Driven by AOKANG, the shoemaking enterprises in the western shoe market have developed rapidly, and enterprises in the coastal areas have shifted to the West.

"Moving east shoes to the west" also provides convenience for the development of the western market.

Recently, the largest leather trade and trading center in Western China will soon be put into operation. The leather city integrates wholesale, retail and display of leather goods, bags, leather shoes and leather products. Based on Chongqing, it will radiate the surrounding areas such as Sichuan, Guizhou and Yunnan, providing convenience for the footwear industry to develop the western market.

In the process of "shifting East shoes to the west", the government's influence should not be ignored.

The shoemaking industry is a chicken ribs for the eastern coastal areas. It is attractive to the vast Midwest cities.

Insiders said, "this movement of" East shoe westward shift "is like migrating birds to avoid winter. As the winter of Chinese footwear industry has arrived, the slow flying enterprises are likely to become the victims of this winter.

Cost: the superiority of the West still exists.

"Sichuan and Chongqing undertake the eastern industry gradient pfer advantage is still obvious".

"The best place for Sichuan and Chongqing to undertake the gradient pfer of textile industry is because the investment environment is the most competitive, the energy is relatively abundant, the land cost and labor cost are lower than the eastern coastal areas, and has a certain foundation in supporting production in the textile industry. With the continuous improvement of infrastructure such as highways and pportation, these are the favorable conditions for the pfer of the Eastern Textile Industry."

"The average wages of textile workers in the Pearl River delta range from 1600 yuan to 1800 yuan, while the minimum wage standard in Bishan, Chongqing is only about 568 yuan. In addition, the energy in the Pearl River Delta is relatively tight, and electricity consumption in Dongguan and other places has already stopped three to four, while Sichuan and Chongqing will have better electricity consumption."

According to Zhu Zhaoyang's estimate, the cost of the construction of land prices, construction materials, supporting facilities and infrastructure construction is 1 square meters to 500 yuan lower than 1 square meters in the eastern coastal area.