The 2016 Trend Of China Leather Association: Global And China Footwear Industry Analysis

The main contents I share with you today are several aspects. The first is the data of the global footwear industry, the second is the status quo of China's footwear industry, and the third is the future of China's footwear industry.

The first aspect is that the global footwear output in 2014 is about 23 billion pairs, of which Asia accounts for 88% of the total, and the rest of the world accounts for a relatively small proportion. From the point of view of delayed countries, the output of a country in China is about 14 billion 500 million pairs, the largest in the world, accounting for about 60% of the global footwear industry, and the top five are India, Vietnam, Brazil and Indonesia, which is the global footwear production.

From the point of view of global imports, the focus of global imports is not in Asia, but also in Europe and the Americas, especially in North America, where footwear production is relatively small, accounting for 23%, Europe accounts for 38%, and Asia accounts for 26%, which is seen from all continents.

From a single country, the United States is the largest importer of footwear in the world. Its imports account for about 20% of the world's imports. China's ranking in the world is relatively backward. Last year's imports were only about 70000000 pairs, not seen in the top ten.

From the point of view of global consumption, consumption is mainly affected by two factors, one is the total dissolved volume, the other is the degree of economic development. The largest continent of footwear consumption in the world is Asia, followed by Europe and the Americas. From a single country, China is the largest footwear consumer in the world, with nearly 4 billion pairs last year.

Other big powers including the United States, India, Brazil and Japan, we also see that these big shoe consuming countries have a large population and a relatively developed economy.

Another point of view is export. From all continents, Asia is the largest area, accounting for about 86%. From a single country, China exported 10 billion 740 million double, 58 billion 340 million US dollars last year, accounting for 70% of global footwear exports. The other big countries are Vietnam, Hongkong, Germany and Indonesia.

From the data of the past ten years, we can see that the export of global footwear, no matter the quantity or the amount, is the amount of red line, the amount of green line is a quantity. It has maintained a relatively stable trend in the past ten years. However, from the unit price, the impact of economic fluctuation is bigger than that. Basically, in 2010 and 2014, the unit price of global footwear exports has declined to a certain extent. It is expected that the price of global footwear exports will continue to decline in 2015.

From all continents, 26% of Asia's trade is done in Asia, and exports to other Asian countries, 74% of which are exported to Europe and America outside Asia, such as North America, 36% is exported to North America, and 64% is digested throughout North America.

The figure on the left is the global export of footwear, which accounts for 13% of the world's total digestibility in Asia and 16% of the total in Europe. This is the figure in 2010. The figure on the right is the 2014 figure. Asian exports have been digested 15% internally, Europe has decreased from 16% to 11%, and the proportion of Europe's global footwear digestibility is decreasing, and the number of Asian countries is gradually increasing.

On the second hand, the proportion of leather shoes in the past ten years has dropped from close to 30% to less than 15%, and the proportion of leather shoes has also dropped rapidly. But at the same time, we see rubber and plastic shoes and

The surface shoes are rapidly rising.

The global footwear industry shifted from Europe to America, then to Japan, Korea and Taiwan, and to mainland China in 90s. It should be said that from 90s to the mainland of China, the price of the global footwear industry has entered the Chinese price. So far, in the past more than 20 years of the rapid growth of China's footwear industry, there are several latitudinal data. We can see that the growth rate of sales revenue of Enterprises above designated size is the key to this trend. The growth rate of the trend has been decreasing year by year, and there is a statistical significance in 2014.

From the perspective of body size, leather shoes are the most important and the profit rate is the highest. Other cloth shoes and rubber shoes, for example, have a certain rate of difference, ranging from 3% to 6%.

On the export side, this is the growth rate of exports over the past more than 20 years. Basically, in the past more than 20 years, it has maintained a relatively high growth rate every year. In addition to the 98 year financial crisis and the 09 year financial crisis, there has been a relatively large decline.

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Import, 2014 data, import volume and amount of growth rate is relatively high, the number is close to 30%, the amount is close to 20%. In 2014 and 2015, the unit price of imported shoes is very small, compared with the previous growth rate dropped more.

From the point of view of consumption, the upper left corner is the growth rate of retail shoes and hats in social consumer goods. Its growth trend is slower than the past, but the annual growth rate is downward. But according to statistics, it has maintained a certain growth rate. The top right corner is the retail statistics of shoes and caps in three thousand key retail enterprises, the annual growth rate is lower than the annual rate, but this figure has not yet reached a negative growth.

The bottom left is the statistics of the retail growth of shoes in hundreds of key shopping malls in China. From the perspective of sales volume and sales volume, the sales volume in 2014 showed a negative growth, and the amount had basically not increased.

If this data is refined from the year to the monthly point of view, in the past few years, whether it is production or export, import and consumption, basically, our overall growth rate has seen a relatively large decline. The current overall is a relatively low growth interval. We can see that the growth of exports is probably in the high median digits, and the production also has the growth of medium and high digits. The amount of imports is close to 20%. Our consumption should be divided into several perspectives. According to the overall statistics, the clothing and footwear accounts for 10.6% of the total retail sales of social consumer goods, and the negative growth of traditional department stores under the line is more obvious.

In consumption, there is also online sales, online.

The highest right corner is the highest, but we can see that although the growth rate of consumption is relatively high, the trend of change has gradually decreased from 30% to 20%. Among them, there is a figure on the bottom of the right side, which is exported. Rarely has such a situation happened in the past twenty years. Basically, the cumulative growth rate in June and July has been negative.

In the past two years, the sales of leading brand Nike ADI in China have been increasing.

This is the same store sales of leather shoes industry, leading brands are all in the negative range, and the trend of downward sliding has not been reversed. We can see that the black line is being explored in the whole, and the recovery of leather shoes industry has not yet seen the timing of clarity.

In recent years, the development of the industry is cyclical, including the external periodic and internal structural results. To some extent, it is also the real level that all the production factors can support. The development of the whole industry is also in a new normal, and the new and old power pformation is a special period, and it is also an opportunity period.

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On the third hand, there are many opportunities, both macro and dual, one is the total population, the other is economic development, the global population keeps growing at about 2% and 3% annually, and the global economy basically is 3.9% growth, which provides a better external environment for the consumption of footwear.

From China's perspective, our traditional export market share is gradually decreasing. Our foreign trade export structure is constantly optimized, and the risk of trade is decreasing. The export unit price of the product is growing rapidly, to a certain extent, it indicates that the added value of our products is rising rapidly.

The domestic market, at present, China's per capita footwear consumption is about three pairs, the United States is seven pairs, the EU is six pairs, with the completion of a well-off society in 2020, the potential of domestic sales is still there.

Per capita consumption does not take into account the population factor, the per capita consumption and economic development is a positive correlation curve, with the overall development of China's economy, the per capita consumption will increase in the future.

In addition, our industrial layout, Jinjiang is China's shoe capital. Besides Jinjiang, there are more than ten shoe production bases, including many new industrial clusters in the central and western regions, including the brand enterprises here, gradually shifting the production base to the central and western regions, providing a great buffer for the current development of the industry.

Technological progress, we all feel, today has also issued a lot of innovative awards.

All channels, we have an industry summit of 417 in Jinjiang every year. This is the proportion of e-commerce, including the proportion of business sales of individual brands in the business. We see some new opportunities for the reshaping of the industry brand echelon in the past few years.

From the data of double 11 in the past few years, the brand of the next cable channel will play more advantages under the line. The biggest advantage in the future is in the whole channel, rather than just offline or online.

The overall footwear industry development, innovation driven, stock optimization, nurturing new impetus to industrial growth, shaping new advantages of international competition, and promoting the industry to move towards the middle and high-end structure in the medium to high speed growth stage, because the association is also developing the industry's 13th Five-Year development opinion, adhering to quality brand, intelligent manufacturing, green manufacturing, and

Go out and improve the quality of human capital.

Innovation driven, I think everyone has a lot of understanding of innovation, in this process, I want to have a few very important, one is innovation and supply new demand at both ends of interaction, we hope to achieve the goal of overall development, my speech is these contents, thank you!