Choice: Textile And Garment Industry Differentiation "Shuffle", Half Of The Domestic Market Is Seawater, Half Of The Flame.

"Gold three silver four" is so plain. At present, many textile enterprises are worried about their bosses. The salesmen are complaining that the market is really not very prosperous. In the past year, the May Day holiday was all done at full capacity, and then the shutdown, the production stop and the holiday had no roots at all, but there were more or less holidays this year.


The differentiation of textile enterprises presents a "reshuffle" phenomenon, and SMEs are hard to highlight.


According to the investigation and analysis of textile enterprises in Henan, Shandong and Hebei, combined with the operating conditions of textile enterprises in coastal areas such as Jiangsu and Guangdong, it is found that the current domestic textile enterprises are seriously differentiated and the industry is "reshuffling". The head of a textile enterprise in Hebei province said that at the beginning of this year, there was a small peak season for the downstream demand of cotton yarn, of which the profit per ton of yarn in small and medium-sized textile enterprises was generally around 800 yuan, but the demand fell continuously in March, and became weaker in April. Many textile enterprises increased inventories, and some pessimism began to breed. However, many industrial enterprises can still "live", the worst case in the market has not yet appeared. Many textile enterprises say that the complex and changeable market is both a challenge and an opportunity for enterprises. As long as we keep pace with market changes and adjust production, many enterprises are confident of maintaining stable production.


From some small and medium-sized textile enterprises, the main problems that perplex the development of enterprises are recruitment difficulties, expensive employment, and shortage of specialized textile talents. At the same time, the pressure of environmental protection, capital and cost increases. Among them, the profits of textile enterprises in Henan are slightly higher, mainly due to low local labor costs and large financial support from financial institutions. The profits of textile enterprises in Shandong are slightly lower, and the difficulty of recruiting local textile enterprises is more prominent.


Compared with the operation of small and medium-sized textile enterprises, large textile enterprises have better production and operation because of their long industrial chain and high added value of products. At the same time, a large amount of manpower and material resources developed by enterprises have also achieved good comprehensive benefits. The overall competitiveness of enterprises is relatively strong, and the market position is relatively high.


At present, the automation level of textile enterprises is constantly improving. The number of newly built enterprises is only 10, but the traditional textile enterprises employ more than 35 workers. The differentiation between enterprises is more obvious, and the market elimination process is accelerating.


"In the future, domestic textile enterprises are also facing big problems of how to solve the raw materials and how to control the cost." The head of a cotton and cotton company in Hengshui, Hebei, has some concerns. The state store cotton is basically close to the end of inventory, and the low price cotton resources are becoming less and less. In recent years, textile enterprises that rely on purchasing low price national cotton stores should consider the source of raw materials in advance. But for large textile enterprises, it not only has a production base in Xinjiang and other cotton producing areas, has a cotton ginning plant, but also has a cotton planting base abroad, locking a large amount of raw material resources.


The "global integration" price of cotton and cotton yarn market is complicated and changeable.


At present, due to the continuous reduction of domestic cotton inventory resources, and the pattern of insufficient production needs to be changed, the supply gap of domestic cotton market has to rely on imported cotton to supplement. The impact of imported cotton on the domestic market will become more and more obvious in the future, which will eventually lead to the integration of domestic and foreign cotton market.


At the same time, with the development of the textile industry and the development of the domestic garment industry, imported cotton yarn will also become an important member of the domestic cotton yarn market. There is also a "global integration" trend in the domestic and foreign cotton yarn market. So far, the factors that will affect the market price of cotton and cotton yarns will be complex and changeable.


In view of the current domestic cotton and cotton yarn market, the factors affecting prices are mainly concentrated in the weather, policy, supply, demand, capital and macro aspects of the production area. At present, domestic cotton and cotton yarn market is generally "unrealistic and bottomless" phenomenon. In the face of new year's main cotton producing areas, there are likely to be adverse weather events such as floods and droughts, as well as factors such as cotton subsidy, import and export policy and the changing policy of national cotton storage and rotation, instability of market supply, sudden increase in demand, and changes in macroeconomic data. Many market professionals say that the price of cotton and cotton yarn is not known.


From the supply side of the domestic cotton market, the tight supply situation is basically determined. However, the market is not short of cotton at present. The main reason is that the national cotton reserves sold in recent years have not yet been fully digested. Many textile enterprises still own hundreds of tons, thousands of tons and even tens of thousands of tons of national cotton reserves. Meanwhile, many large cotton traders in Xinjiang and other places also hoarded 2018 cotton annually. In addition, in view of the import quota of cotton under sliding tariff, it is neither profitable nor bad for the market, and its main role is to balance the price difference between domestic and foreign cotton market. "Analysis of future cotton and cotton yarn market price trend, cotton production area weather may be a good theme." A head of a cotton trade enterprise in Henan believes that due to tight supply, there will be a big market in the new year.


From the policy point of view, the cotton market subsidy policy in China is less likely to change, and the subsidy policy may continue after the expiration of the subsidy policy. Judging from the expected entry of the national cotton storage wheel, the stock is at the equilibrium point of safety stock. In the future, it will be a constant variable, and it is difficult to estimate the absolute impact from the quantity. In terms of import and export policies, the issuance quota will become the norm. The relevant agencies will control the price gap between domestic and foreign markets within a reasonable range, so as to facilitate the steady development of the domestic cotton market. At the same time, the linkage between the domestic and foreign markets will be strengthened in the future, and the global cotton market and the yarn market will be "one family". Under such a big background, the macroeconomic environment will continue to improve.


Downstream clothing stall owners: Guangzhou has no place for them.


In 2019, for many textile and clothing stalls owners, it was a special year. This year's clothing is even more depressed than in 2018. Many thirteen bosses in Shahe are not as busy as they used to be. Many bosses in the streets have also shed their former smiles. They can still hear the sound of pins and needles in the stalls. There are many people who are not buying and selling in the ten corners of the market. To go, the market is full of stalls transfer advertising, high rent, so that many owners are difficult to survive, Guangzhou has no place for them.


Guangzhou has 713 specialized wholesale markets, about 90% of which are located in the five central districts. It is facing downward pressure on the industry, and it also causes burdens on the urban environment, health, transportation and safety. The reporter learned from the municipal commercial bureau that Guangzhou is stepping up the three year action plan of the specialized wholesale market, which will be dealt with in five ways according to "transformation and upgrading, transformation of battalion development, demolition and closure, relocation and regulation, and regulation and regulation". Among them, the larger central and large markets have been identified to Qingyuan.


Current situation: the annual turnover is over trillion yuan, and the downward pressure is bigger.


As an important part of Guangzhou's commerce and trade, Guangzhou's professional wholesale market has a large scale and a wide variety of operators. At present, there are 713 specialized markets in the city, with more than 800 thousand merchants in the market. The total annual turnover of the market is over trillion yuan, forming the wholesale market of Zhongda cloth, Liuhua mineral spring clothing, Zhan Xi Road shoes and Sanyuanli leather goods.


While the specialized wholesale market is gathering and developing, there is also a problem that the market is too densely distributed in the central urban area. According to statistics, the professional market in the five districts of the center accounts for 90% of the whole city. Relevant staff of the Municipal Bureau of Commerce said: "in recent years, under the impact of the overall economic environment and the new formats such as e-commerce, the downward pressure on the wholesale market industry is greater."


It has to be said that half of the textile domestic demand market in 2019 is seawater and half of it is flame.


On the one hand, in recent years, under the double regulation of environmental protection and safety supervision, the prices of raw materials in the market have steadily risen. On the other hand, the weakness of exports and domestic demand has directly led to a gradual decline in market transactions, and stocks are on the rise. Entering the May, the textile market is even more insipid, like water. Many textile owners have the most intuitive feeling that products are not too thin or sold.


At present, the sales of textile enterprises are generally affected by Sino US trade friction. According to some textile enterprises, orders for enterprises from abroad have been decreasing since September 2018, and the long and short list is even more prominent, many of which have been transferred to Southeast Asia and other places. It is also understood that the current domestic textile enterprises mainly use the national cotton reserves, Xinjiang cotton, Australia cotton and American cotton, of which Xinjiang cotton and Australia cotton have higher cost performance.


From the perspective of the development prospects of domestic textile enterprises, the competitiveness of domestic textile industry is very large. In the future, the development of China's textile industry needs the global layout. Although facing the alternative competition from India, Vietnam and Bangladesh, the domestic textile industry is still dominant in the world because of the imperfect textile industry chain. ? ? ? ? ? ?