Fortunately, The Trend Is Not Good. The Gap Between Data And Reality In Textile Machinery Industry

Statistics of 676 textile machinery enterprises according to the National Bureau of Statistics

If we look at the above data, we seem to have no reason not to believe that this year's textile machinery industry is a harvest year. It is a year of comfort and hope for all spinning machinery enterprises.

However, since the fourth quarter of the year, the sharp decline in sales of textile machinery and the sudden reduction of new orders have made the executives of many textile machinery enterprises in a state of extreme uneasiness.

Good data, bad feeling?

Whether the number of National Bureau of statistics or the financial statements of enterprises, the first three quarters of this year, and even year-on-year growth in textile machinery sales has been foregone conclusion.

But in the face of good data, the reason why people feel bad is that the enterprises in the market have already felt the "cold" of the market. However, the statistics can not keep up with them, and it is impossible to keep up with them. Because of the particularity of the machinery manufacturing industry, most orders have 3~6 months of delivery date. Therefore, the production and sales data of textile machinery enterprises this year reflect a large part of the demand situation last year.

The order is good, the benefit is not good?

If enterprises take more orders, do they earn more money? Such a problem is really a big problem in the textile machinery industry.

In the first three quarters, most textile machinery enterprises' orders were still full due to the inertia effect of supply shortage in 2010, but rising raw material prices, labor costs, production cost and so on, seriously squeezed the profit margins of textile machinery enterprises, coupled with the increasingly fierce competition in homogeneous products, and made the price of textile products difficult to rise. As a result, most spinning machinery enterprises, especially cotton spinning equipment manufacturers, had a large amount of resources, and some enterprises even fell into a loss.

In the face of an order, is it a connection or a loss?

Businesses are in a dilemma.

Fortunately, the trend is not good.

After entering the fourth quarter, although the orders in the textile machinery enterprises are sufficient to ensure that the load can still be maintained at the moment, the reduction of new orders and the delayed pick-up of individual orders have made many enterprises feel the "cold current" coming.

Many companies even believe that this "cold spell" is more ferocious than the financial crisis of 2008.

The economic environment in 2012 is more complicated than that in 2009. On the one hand, we are most worried about the impact of the European debt crisis. On the other hand, the fluctuation of raw material prices and the rise of labor costs will inevitably affect the investment of textile enterprises.

The beautiful data of textile machinery industry has formed a great gap with the reality of textile machinery enterprises.

Textile machinery companies seem to be too late to enjoy the joy of data, and have put more attention to the future.

Production and sales: orders are still full and slow down.

Data analysis:

According to the statistics of 676 textile machinery enterprises by the National Bureau of statistics, in 2011 1~9, the total output value of textile machinery industry was 77 billion 488 million yuan, an increase of 28.48% compared with the same period last year. The industrial sales value was 75 billion 226 million yuan, an increase of 28.29% over the same period last year; the sales and sales rate was 97.08%, and the textile machinery industry achieved 76 billion 212 million yuan of sales revenue, an increase of 28.36% over the same period.

The main business revenue of Jiangsu, Shandong and Zhejiang provinces was 22 billion 781 million yuan, 18 billion 349 million yuan and 9 billion 337 million yuan respectively, accounting for 66.22% of the total.

Reporter commentary:

In the first three quarters of this year, the impact of tight banking policy and cotton price fluctuations on textile industry was not fully reflected in the sales of textile machinery products, and sales of most enterprises continued the good momentum of last year.

Textile machinery industry market sales can maintain strong growth momentum, first because textile enterprises in recent years, constantly increase product structure adjustment, and trapped in the rise of labor costs, for automation, continuous, high-speed, intelligent and large capacity spinning machine installation and renovation needs strong.

This year, sales of carding carding, compact spinning, long downed spinning machine, warp knitting machine and so on have all shown the above characteristics and advantages, which can fully meet the demand of textile industry changing from labor-intensive to technology intensive.

The two reason is that the demand for textile machinery was in short supply last year, and the order was pferred to this year.

Therefore, a large part of the products sold by many spinning machinery enterprises in the first half of last year fulfilled the contract orders of last year.

In addition, this year's sales of some textile machinery products are directly related to the turbulence of cotton prices this year.

A drop in cotton prices has led many cotton mills to buy cotton instead of chemical fibre and viscose.

Chemical fiber filament, short silk and elastic machine sales in the first three quarters of this year showed an upward trend.

However, in the first half of this year, sales of several types of textile machinery were not satisfactory, especially for printing and dyeing equipment.

Due to the fluctuation of cotton prices, tight electricity supply, increasingly stringent environmental protection requirements and tightening monetary policy, the operating rate of printing and dyeing enterprises has continued to decline, and the purchasing power of equipment has obviously weakened.

In the first three quarters of this year, the spinning and weaving machinery industry had a good production and marketing situation and sufficient orders. However, due to the influence of the tight monetary policy of the state, the textile enterprises postponed the picking up from the second half of the year, especially after entering the October.

Therefore, the actual situation of textile machinery enterprises is quite different from that of the National Bureau of statistics in the first three quarters.

Corporate viewpoint:

China Hi-Tech Group Corporation:

In the first three quarters of this year, the textile machinery market was running well, and the enterprises of the group affiliated to Heng Tian group had sufficient orders, but the delayed delivery of customers occurred frequently.

Especially after October, new orders fell suddenly, and this situation lasted until the four quarter.

It seems that there will not be much improvement in the first quarter or even the first half of next year.

In my view, the change in the market of textile machinery is a normal reflection in the context of the global macro-economic ups and downs.

The market needs to be adjusted. For enterprises, it is necessary to adapt themselves to the development and find a way out.

The measure of Heng Tian company is to strengthen research and development from technology, produce more efficient spinning machine products, at the same time, broaden the scope of vision, and continue to open up foreign markets.

Deputy general manager of Jiangsu Niu Pao Textile Machinery Co., Ltd.

Our company continued the good momentum of production and sales in the first three quarters of this year, but it dropped markedly in the fourth quarter, which makes us feel very uncomfortable now.

Textile machinery industry again appeared in the cold winter, and the fierceness of its coming seems no less than that of 2008.

The global economic situation continues to be unstable. It should be said that it has never been out of the financial crisis. At the same time, with the proliferation of the European debt crisis, the textile industry has become the first industry to bear the brunt.

Since the beginning of this year, tight monetary policy has also made the textile industry dominated by small and medium-sized enterprises difficult.

After December, despite the loosening of monetary policy, there will be no fundamental change.

As a spinning machine enterprise, we should make full use of this opportunity to fall back. On the one hand, we need to reposition our products, and on the other hand, we must make the product fine and meticulous and make the brand.

Jiangsu Hongyuan Textile Machinery Limited by Share Ltd:

In the first three quarters of this year, our company's sales of rammer and roving machine were very good, and the tasks for the whole year had been completed.

However, fluctuations in the market also have an impact on us, such as the phenomenon of postponing delivery since the second half of the year.

Since entering the fourth quarter, orders have decreased significantly compared with last year.

I believe that the downward trend of industry investment is inevitable.

The ups and downs of the market are also normal. We need to adjust our mindset and respond positively.

In the future, market demand for products must be different from that of today. Textile enterprises need more energy efficient, modular textile machinery products.

We can make full use of this buffer period to further improve and improve existing products and prepare for the next round of market recovery.

Song Risheng, general manager of song and song science and Technology Application Engineering Co., Ltd.

This year, the company's orders, exports, output value, sales and profits rose sharply compared with the same period last year. This is mainly due to our increase in R & D investment, the improvement and optimization of existing products, and the acceleration of new product development. The company has visited old customers, many old customers have followed up orders, and enhanced the development of new markets, and products have been unanimously recognized by new and old customers.

Affected by the operational situation of the textile industry, the textile industry in 2012 may continue to be weak, which is a challenge for us. But there are still many blank points and demand points in the market that we need to further explore.

Next year, we will increase the development of new markets, provide more quality services to our old customers, increase investment in new product development, improve and improve the old models, improve product quality and production efficiency, enhance our brand value through designing excellent models, strengthen internal management and strictly grasp quality, and believe that we will achieve more brilliant results next year.

Cui Guisheng, chairman of Tonghe Textile Machinery Manufacturing Co., Ltd.

Tonghe company's output value increased by 32% in 2011 compared with 2010, and sales exceeded 300 million yuan, an increase of 30% over 2010. It is the highest annual sales volume of Tonghe company in 12 years, and its profit is 10% higher than that in 2010.

The company's business growth in 2011 benefited from the key support of the national "12th Five-Year" plan for key textile machinery parts and high-end textile machinery equipment, and on the other hand, the company strengthened internal management.

In the first half of 2011, the company's rollers, cradles and compact spinning products were steadily rising, maintaining the advantages of production and sales.

Starting from June, the company's rollers and cradle orders declined, but the orders for compact spinning continued to grow, increasing exponentially, and the monthly compact spinning orders reached 200 thousand spindles, which led to the sales of rollers and cradles.

Xu Ping, general manager of Changde Textile Machinery Co., Ltd.:

This year, our company has sold about 3300000 sets of cradles and about 3300000 on sale. Spring and air pressurized cradle products have shown a good production and marketing situation.

The warp knitting machine also signed a large number of order contracts, and the order has been put to the end of 2012.

The sales performance of warp knitting machines this year is mainly due to two factors.

The external aspect mainly lies in the increasing demand for warp knitted fabrics in both domestic and foreign markets, and the warp knitting industry in developed countries such as Europe, America and Japan has been pferred rapidly to developing countries, especially the rapid development of China's warp knitting industry.

The internal factor is mainly that the company occupies the leading position in the domestic warp knitting machine manufacturing industry, has the brand superiority, the warp knitting machine energy conservation, the environmental protection, the highly effective, has the good performance price ratio, the variety is complete, can satisfy the high and middle end different user differentiation demand.

The role of state regulation and control policies in the real economy is obvious.

Especially under the influence of tight money, the downstream textile enterprises are short of funds, the rate of operation is not enough, and the progress of technological pformation projects is slowing down. The demand for cradle market of our company is gradually decreasing, which has a certain inhibitory effect on the speed of the lifting machine of the warp knitting machine.

Profit: the price is going to be weak and the profits of the enterprises are not good enough.

Data analysis:

In 2011, 1~9 months, textile machinery industry realized a total profit of 4 billion 847 million yuan, an increase of 34.15% over the same period last year; the deficit of deficit companies was 172 million yuan, down 11.08% from the same period last year; the deficit was 10.65%, an increase of 2.37 percentage points compared with the same period last year; the average profit per person was 36764.90 yuan / person, an increase of 27.97% over the same period.

Among them, the total profits of Jiangsu, Shandong and Zhejiang provinces were 1 billion 731 million yuan, 927 million yuan and 755 million yuan respectively, and the total profit of the three provinces accounted for 70.42% of the total profit of the national textile machinery industry.

Reporter commentary:

The total profit of textile machinery industry increased by 34.15% over the same period last year, which is directly related to the growth of sales volume.

Judging from the actual situation, most enterprises, especially cotton spinning equipment manufacturers, are actually not productive, and some enterprises even lose money.

From last year to this year, the domestic CPI index continued to rise, labor costs, machine materials, coal and oil pportation prices rose, while the textile machinery products alone kept the price which was not high.

In fact, textile machinery enterprises do not want to raise prices. At the beginning of this year, when spinning machine enterprises were unable to make orders, they had discussed the collective price increase. But with the textile market changing from warm to cold, the price increase was temporarily stranded.

In fact, even if the textile market is still as hot as last year, the price increase of textile machinery can not be realized.

Homogenization competition is one of the main reasons that price of spinning machine products can not rise.

In China, there are at least twenty or thirty enterprises producing the same type of textile products, and most of the products produced by these enterprises are similar and lack individuality.

In order to expand their market share as far as possible, textile machinery enterprises not only do not raise prices but also lower prices, which results in the profit margins of textile machinery enterprises constantly being squeezed, and profit margins even below 5%, far below the average level of machinery manufacturing industry.

High yield is not enough. This is an old problem that makes the whole industry feel heartache.

Now, it seems obvious that it is very difficult and passive to make more profits by reducing costs. The initiative should be to conform to the trend of textile development, develop and produce the main, energy-saving, and highly automated equipment that textile enterprises need.

The price of the automatic winder of Qingdao textile machinery can rise by 20%, because the domestic automatic winding machine is mature in technology and can form mass production. This is the reason why they have the right to speak the price.

Corporate viewpoint:

Wang Lanxi, general manager of Ji'nan Tianqi special belt Co. Ltd.

In the first half of this year, orders for textile equipment were adequate, and products were in short supply. But in the second half of this year, especially in September, the situation of textile enterprises shutting down and halting was very obvious. The shutting down rate of water jet looms was over 50%, and the aftermath of the economic crisis began to emerge.

Of course, there are many bright spots in the market this year, such as filament twisters and air-jet looms, which also led to the corresponding equipment sales.

In fact, no matter how the market changes, for textile machinery enterprises, we must focus on the main business and grasp the quality.

It takes a long time to enhance the brand awareness of Chinese made brands.

The flat belt produced by our company can be ranked the top three in size and quality in the world, and it has been allocated to Murata's automatic winder, but it doesn't hit our brand on other equipment.

Therefore, just selling up is not our goal. We need to build up brand so that the added value of our products can go up and profits can grow.

Ye Wen, general manager of Hangzhou Textile Machinery Co., Ltd.

Our company's sales of reeling machines this year are basically the same as last year.

I have three sentences about the market of textile machinery this year: "the data are good, the feeling is not good, the sales are good, the benefit is not good; the present is good, the trend is not good."

The sales of textile machinery products depend entirely on the market situation of upstream enterprises.

Last year, the price of raw silk rose from 200 thousand yuan to 400 thousand yuan per ton. Silk companies all made money and equipment sales also increased.

Now, it seems that the profits of an enterprise have little to do with what products they produce, but whether the timing of buying raw materials is appropriate.

This year, because of the downward trend of raw silk prices, although our company is fully booked in the first half of next year, I am not at ease, and I do not know how long this situation will last.

Chen Guozhen, director of Guangdong Fengkai mechanical Limited by Share Ltd,

The sales price of the main products of the company is flat, and the profit is reduced. The profit margin is about 5%, which is lower than that of the same period last year.

This year, the capacity of enterprises increased by more than 10% compared with that of last year.

At present, problems in production and operation are mainly due to insufficient demand in the international market, insufficient domestic market demand, and sharp fluctuations in raw material prices. However, the order volume of the enterprises is basically consistent with the production capacity, and the future intention order is ideal.

Exports: growth in volume and low profitability

Data:

In 2011 1~9, China's textile machinery exported 1 billion 652 million US dollars, an increase of 33.04% over the same period last year.

The export volume of knitting machinery was US $480 million, an increase of 35.95% over the same period last year. The growth rate dropped by 12.15 points compared with the first half of the year, accounting for 29.06%, ranking the number one, followed by auxiliary equipment and accessories, printing and dyeing and finishing machinery, spinning machinery, chemical fiber machinery, loom, nonwoven machinery and weaving preparation machinery.

In 1~9 months, China exported textile machinery products to 165 countries and regions. Among them, the top five countries and regions were India, Japan, Bangladesh, Indonesia and Pakistan, accounting for 50.16% of the total export volume.

Reporter commentary:

At present, the main export market of China's textile machinery is still concentrated in the Southeast Asian market.

In the first three quarters of this year, textile products exported to five countries such as India, Japan, Bangladesh, Indonesia and Pakistan accounted for 50% of the total export of textile machinery.

Under the background of global economic instability, the demand for these markets is not satisfactory.

Therefore, under such circumstances, it is not easy for China's textile machinery exports to maintain a 33% growth rate.

This is due to the continuous improvement of the manufacturing level of domestic textile machinery in recent years, and the competitiveness of cotton spinning and chemical fiber equipment in terms of price performance ratio.

Two, foreign advanced textile machinery manufacturers have invested and built factories in China, making China's relatively weak technology level of printing and dyeing finishing and knitting machinery improved by leaps and bounds. The export of products has shown a trend of rapid growth, thus enriching the types of export products of China's textile machinery industry.

Three, the internationalization supporting capability of our textile machinery products is constantly increasing, which can be seen from the annual growth of auxiliary devices and spare parts exports.

The auxiliary devices and spare parts produced by domestic enterprises are not only exported to foreign textile enterprises, but also some international famous textile machinery manufacturers are also buying our spare parts for their main engine.

In the first three quarters, another important reason for the substantial increase in China's textile machinery exports was the increase in product prices.

Nevertheless, the price of China's textile machinery exports is generally low.

At present, the average profit margin of China's export textile machinery is only 2%~3%, while the profit margin of European enterprises is between 8%~15%.

The result of low price is to squeeze out after-sales service and R & D expenses of enterprises. This will not only make enterprises lose profits, but also directly affect the improvement of China's textile machinery products.

From the perspective of development, enterprises should keep their horizons in the long run and ultimately rely on comprehensive competitiveness such as cost, quality and innovation ability to win the market.

Corporate viewpoint:

Wu Xiuhua, deputy general manager of China Textile machinery and technology import and Export Co., Ltd.:

This year, the overall export situation of CTMTC company is stable, and the export of textile machinery is about 150 million US dollars.

The biggest highlight of the year is the export of 1000 air-jet looms to Indonesia, and now 300 units have been shipped.

This year, the situation of the international textile market is similar to the domestic situation. In particular, the main export markets of textile machinery, such as India, Vietnam, Indonesia and Pakistan, are affected by the sluggish European market, and the investment rate is slowing down.

Coupled with the rising appreciation of the national currency in the first half of this year, we have been very cautious about receiving orders in May and June. If we deliver the goods before the end of December, we will basically give up next year's delivery.

With the outbreak of the European debt crisis, most enterprises are in a wait-and-see condition for next year's orders.

Therefore, next year's export situation will be even more severe.

Chen Guozhen, director of Guangdong Fengkai mechanical Limited by Share Ltd,

This year's main business revenue is flat compared with the same period last year. We expect that the situation will be basically the same next year and this year.

Although the number of orders this year has decreased compared with that of last year, foreign orders have increased, with an increase of around 10%.

Judging from current feedback, we expect that the volume of foreign orders will continue to increase next year.

This year, Fengkai's export sales value is 8%, slightly higher than that of last year.

Yang Chongming, chairman of Chongqing Jinmao Textile Equipment Co., Ltd.:

As of November this year, compared with the same period last year, the total industrial output value of Golden Cat Corporation grew by 54.42%, the industrial added value increased by 38.12%, and the sales of funds increased by 55.11%. At the same time, the total profit, the total value of exports, and the tax paid on the other hand increased considerably compared with the same period last year.

This is our company's best achievement in recent years.

The world economic recession caused by the debt crisis in Europe and the United States is unlikely to be reversed in the short term. In addition, the textile industry is affected by a series of unfavorable factors, such as the sharp fluctuations in raw material prices, the sharp increase in labor costs, the shortage of labor and capital, and the weakness of foreign market demand. A considerable number of small and medium-sized enterprises will be in semi stop production and stop production and collapse, and the situation is very severe.

Long term dependence on textile equipment enterprises will inevitably be impacted, and Chongqing golden cats are no exception.

There will be both challenges and opportunities next year.

The relevant policies of the central economic work conference on encouraging and supporting the real economy and supporting the development of small and medium-sized enterprises bring us a glimmer of hope for the textile small and medium-sized enterprises that are in trouble.