How To Solve The Problem Of Shoe Pformation In China?

According to statistics, at present, China's footwear industry produces 13 billion pairs of shoes annually, accounting for six or seven of the world's total output, of which nearly 10 billion pairs are exported.

Statistics from the Asian Footwear Association show that in 2010, there were more than 1600 shoe enterprises in Dongguan, with an annual output value of 63 billion yuan.

But now, the footwear industry in Dongguan is experiencing severe market tests. There are even rumors that shoe companies are closing down here.

Is this really the case?

Jiang Lin, deputy director of the Hong Kong, Macao and Pearl River Delta Research Center of Zhongshan University, said that more of the shoe factories I saw in Dongguan were not bankrupt or bankrupt. It was called a halt to business, or a halt to half business.

30% to 40% of shoe factories went to the edge of bankruptcy. They did not apply for a legal procedure, and were strictly in a state of shutdown and semi shutdown.

In addition, most of the shoe factories that shut down and shut down were small shoe factories with poor strength.

Some large shoe enterprises have stable orders and are in good condition.

Here is a set of data from the Ministry of Commerce: the US market.

Li Liangsui, general manager of icannon Footwear Co. Ltd., said that since June, orders have basically been shrinking, including the orders received in November October, which are also very low, falling by 30% to 40%.

Li Liangsui said that it might be three thousand or four thousand yuan or even 5000 yuan for a master in China, and only four hundred or five hundred yuan in Kampuchea, Vietnam.

Shen Hong, deputy general manager of Dongguan Xin Ruida Shoes Co., Ltd., said that the large Taiwanese capital has been pformed to Vietnam or Burma, where Southeast Asia is poorer.

On the one hand, orders are shrinking. On the other hand, shoe manufacturers are also facing enormous cost pressures.

It is understood that from last year to now, the price of leather materials has increased by 10% to 20%, and the labor cost has increased by about 15% annually. The appreciation of RMB has reached over 26% since its reform.

More and more shoe companies are struggling to break even on the basis of multiple factors.

Li Liangsui said, now, the depreciation of the US dollar.

Shoe companies are moving to Southeast Asia. It seems that the new round of world shoe industry's location shift is in progress. But does this mean that the status of Dongguan shoe manufacturing base is not guaranteed? In Dongguan, we find that shoe companies there are also seeking pformation and upgrading.

Li Liangsui, the boss of Dongguan's icannon shoe industry, has been busy researching the market for its high-end women's high-end brands and selling their own brands for sale in the past few months.

Li Liangsui said he found that China is not short of shoes, especially the middle and low grade shoes, but the high-end brand shoes are missing. Some of Italy's high-end high-end handicrafts and relatively strong handicrafts are missing.

Like Li Liangsui, there are many shoe business owners who rely solely on the export market. Enterprises are hard to survive and develop. When they completely abandon the export market, they generally begin to test the water domestic market.

Shen Hong, deputy general manager of Dongguan Xin Ruida Shoes Co., Ltd., said: "we will move to domestic sales, domestic sales and foreign sales together, and domestic sales will continue to grow. Good brands like Daphne and" 100 "will all grow.

Experts say that from the perspective of the history of the world shoe industry pfer, the world's shoe industry center is shifting towards low labor prices, but the previous shoe base will not completely decline.

30 years ago, Italy was similar to today's Dongguan. It is the world shoe center, with a large scale. Although the shoemaking base has been pferred to China, its position has not declined.

Although the comparative advantage of Dongguan's labor force is no longer exist, the developed industrial chain and the related modern service industries are temporarily unable to surpass the low labor cost countries.

In addition, China's vast domestic market has not yet been fully excavated.

These advantages bring great development space to Dongguan shoe industry.

Zhang Huarong said that 80% of the world's footwear traders are in Dongguan. Maybe 35 years later, 60% to 79% designers will come to Dongguan, Dongguan is very dynamic, and the footwear industry is very promising.

Shoemaking industry is an export-oriented industry developed in China in recent ten years, especially in the Pearl River Delta region. It is not only practitioners and consumers, but also investors who are concerned about the trend of the industry.

What is the impact of the sluggish footwear industry on the relevant listed companies? In the Shanghai and Shenzhen stock markets, there are quite a few listed companies and main businesses in the footwear industry, including a total of 22 shoemaking companies.

Most of them are scale production processors with independent brands, not simple export processing shoemaking, so most enterprises have a good profit level.

　　以在中小板上市的生產整鞋的凱撒股份為例，去年的每股收益為0.67元，今年半年報每股盈利為0.154元，但是這家公司2008年、2009年和2010年的銷售毛利率分別是43%、45%和48%，顯示利潤仍很豐厚，長江證券給予了謹慎推薦的評級;而從事鞋底生產的泰亞股份，近3年的毛利率分別是20%、22%和23%，兩者對比恰恰表明在制鞋業中如果沒有品牌利潤就大打折扣，海通證券給予了中性評級;另一家制鞋上市公司星期六，經營品牌較多，也有代工業務，因此近3年毛利率維持在44%、45%和47%，但股價表現相對弱勢，招商證券給予了審慎推薦評級;專工皮革制造的雙象股份也是由于品牌效應不明顯，毛利率在15%左右，而提供特種制鞋的際華集團毛利率更是落在了10%以下。