The National Textile And Garment Industry Is Gradually Recovering, And The Demand Is Insufficient And The Channels Are Not Smooth.

Customers coming from home and the logistics and transportation vehicles coming from home and abroad make the resumption enterprises of the National Textile City and clothing wholesale market see signs of recovery in some industries. In March 19th, the China Textile Industry Federation (hereinafter referred to as "China Textile union") and the China Textile Federation circulation Branch issued a survey report. As of March 13th, 28 key textile industrial clusters in 13 provinces across the country resumed production enterprises over 70%. As of March 17th, 101 major textile and garment markets in the country have resumed 99, which has improved significantly over the previous week.

China Textile Federation said that with the gradual control of the epidemic, the resumption of production resumed, textile enterprises' investment confidence in the doldrums began to show signs of improvement, and the resumption of small and micro enterprises continued to improve, and the willingness to invest in enterprises rose.

Previously, the National Bureau of statistics and China Customs statistics showed that in 2020 1~2, the added value of textile industry increased by 27.2% over the same period of last year, and the added value of garment industry decreased by 28.9% compared with the same period last year, and the chemical fiber industry decreased by 10.7% compared with the same period last year. The total retail sales of clothing, shoes and hats and needle textiles decreased by 30.9% compared with the same period last year, and the retail sales of online wear products decreased by 18.1% over the same period last year. The decline was obviously higher than that of rigid consumer demand products such as food and daily necessities. The total export volume of textiles and clothing was 29 billion 830 million US dollars, down 20% from the same period last year.

According to the findings of the foregoing China Textile Corporation, as of 12 March 13th, 62 thousand textile enterprises in 28 key textile industrial clusters in 13 provinces of the country resumed production, accounting for 75.7% of the total number of cluster enterprises, 11.5 percentage points higher than the survey a week ago, and the number of workers returning to work reached 1 million 184 thousand, accounting for 59% of the total number of normal workers, compared with the survey a week ago. 0.6 percentage points.

Among them, 3940 of the above scale enterprises in the cluster, the proportion of reemployed enterprises has reached 95.4%, and the proportion of reemployment personnel has reached 71.6%, which is 0.5 and 10.1 percentage points higher than that of last week's survey data. At the same time, the situation of small and micro enterprises resumed production and improved production greatly improved. The proportion of enterprises under the scale of 58 thousand enterprises returned to work, accounting for 74.7% of the total number of enterprises under the cluster rules, which was 12.1 percentage points higher than the previous week's survey data; the number of enterprises resumed under the regulation reached 629 thousand, accounting for 51.3% of the normal number of workers, and 2.9 percentage points higher than the previous week's survey data.

From the feedback of investment information reported by enterprises, 22.8% of enterprises indicated that fixed assets investment projects were being built, and the proportion of 10% of them had improved significantly compared with the previous weeks. 15.3% of enterprises indicated that they had investment plans next week, the proportion increased by 5.3 percentage points compared with the previous week's survey.

According to the investigation of China's printing and dyeing industry association, by the end of February, the two major printing and dyeing industrial agglomeration areas in Keqiao, Zhejiang and Fujian, Shaoxing, have basically achieved full recovery. According to the survey data of industrial clusters, the proportion of the 10 enterprises with 55 thousand complete garment and home textile industrial clusters in Dongguan, Nantong, Changshu and Haining has reached 71.5%, which is 11.8 percentage points higher than that in the previous week.

Meanwhile, the resumption of professional market continues to accelerate. According to the survey data of the 101 major textile and garment market in China in March 17th, the recycling market has reached 99, and the market opening rate of monomer market has increased by 11.9 percentage points compared with the previous week's survey. The number of commercial shops has been 91 thousand, accounting for 63.7% of the total number of shops in the normal market, which is 12.9 percentage points higher than that of a week ago. The functions are being restored orderly.

China Textile Federation said that in the early stage of the resumption of work, the upstream enterprises in the textile industry chain resumed significantly better than those in the middle and lower reaches. Recently, the resumption of production and production in the middle and lower reaches of the industry has been improving in a comprehensive way, which is basically close to the upstream level of the industrial chain. With the comprehensive promotion of resumption of work and production, the coordination of industrial chain operation has improved, and the order situation of textile enterprises has improved.

However, at present, most of the physical retail stores have not resumed normal business, and the network retail channel has also slowed down due to the lack of logistics efficiency. The consumer demand for clothing products has been weakened due to home quarantine and anti epidemic measures to reduce social activities. According to the feedback from the surveyed enterprises, only 80% of the enterprises' orders reached the normal level. Only 56.4% of the enterprises chose inadequate demand and poor channels, which are the main difficulties facing the production and operation of the enterprises. They have already exceeded the proportion of enterprises that choose the difficult options such as labor and logistics, etc. the proportion of the enterprises in the survey is 56.4%.

In March 10th, Chen Botao, the head of a small and medium-sized textile enterprise in Guangzhou, told the Economic Observer network reporter that at the time of recovery, the inventory could be gradually digested by the end of March, and the production of orders in autumn in 6 or July would probably return to normal.

When Chen Botao said this, the domestic epidemic situation is gradually alleviating, and the number of confirmed patients in the more and more cities is going to zero. However, after more than a week now, the indifference in the retail market and the uncertainty in the development of the global epidemic are making him and his colleagues more cautious.