In The First Quarter, The Industry As A Whole Became Warmer, And The Overseas Epidemic Had A Larger Impact On Foreign Trade.

In the first quarter, the industry as a whole became warmer and the overall industrial chain coordination reached normal level.

Statistics from the National Bureau of statistics show that since 2020, the textile industry has been affected by the epidemic and the pressure of economic operation has increased significantly. In 1-2 months, the added value of textile industry (including spinning, weaving, knitting, printing and dyeing, household and industrial products) decreased by 27.2% compared with the same period last year. 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 output of 15 major categories of statistics increased negatively, and over half of the total negative growth rate exceeded 30%.

At the same time, the total retail sales of clothing, shoes and hats and needle textiles decreased by 30.9% compared with the same period last year. The retail sales of apparel products decreased by 18.1% compared to the same period last year, and the rate of 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.

1~2 months, the textile and garment market across the country was affected by factors such as the Spring Festival holiday, the new crown pneumonia epidemic and other factors. Professional market operations basically stopped, and the index dived down. In March, the prosperity index of managers and merchants of textile and garment market rose. According to the prosperity monitoring results of the China Textile Federation circulation branch, in March 2020, the national textile and garment professional market managers' prosperity index was 51.24, an increase of 35.11 percentage points over that of 1~2 month, and the professional market business climate index was 51.18, which was 14.78 percentage points higher than that of 1~2 36.40 in the month of 1~2.

It can be seen that in March, on the basis of relatively abnormal 1~2 months, the economic recovery increased greatly. In spite of the very low 1~2 data, in March, the market which chose total operating volume, logistics delivery volume, passenger flow rate and opening rate remained flat or continued to decline, occupying a sizeable proportion. Although the market operation has improved slightly, there is still a certain distance from the full recovery of 1~2.

With the domestic epidemic becoming more and more stable, the progress of resuming and resuming production in the upstream and downstream of the textile industry chain is basically synchronous, and the overall industrial chain operation coordination has reached the normal level.

According to the latest weekly survey released by China Textile Corporation, the proportion of the returned cotton textile and chemical fiber industries in the upstream of the textile industry chain, and the survey and repair enterprises in the middle and lower reaches of the weaving, dyeing and knitting industry are all above 95%, and the proportion of workers returning to Posts is more than 90%. According to the cluster survey data, Dongguan, Nantong, Changshu, Haining and other 10 information complete clothing and home textile industrial clusters 40 thousand enterprises, the proportion of the reemployment enterprises has reached 88.4%, which is 4 percentage points higher than the previous week's survey. Among them, the proportion of Enterprises above Designated Size reached 99.8%, an increase of 1 percentage points from the previous week.

Chemical fiber industry

? ? According to the recent survey results of China Textile Corporation, as of 24 March 29th, polyester fiber, spandex, polypropylene fiber, high performance fiber, regenerated cellulose fiber, acrylic fiber and other chemical fiber industries have been started by research enterprises, and the number of workers who have returned to work has reached 30371, accounting for 99.4% of the total number of workers, which is 4.5 percentage points higher than that of last week (the survey companies are not the same). The utilization rate reached more than 80%, accounting for 56.7%, 50%~80% accounted for 33.3%, still less than 30% accounted for 6.7%, compared with the previous week's survey results (the survey enterprises are not the same), the overall capacity utilization rate of the industry has basically remained stable; the level of orders has reached the normal level of 80%, accounting for 44.8%, 50% to 80% accounted for 44.8%, still below 50%, accounting for 44.8%, compared with the previous week's survey results. Enterprises are not exactly the same, orders level has improved.

? ? ? From the perspective of operational efficiency, first, 53.3% of the survey enterprises expected to reduce the sales revenue in the first quarter of 2020 compared with the previous year, of which 10% of the enterprises expected to decline more than 50% in the first quarter, 10% of the enterprises were expected to decline by 20%~50% compared with the previous year, 33.3% of the enterprises were expected to be lower than 20% in the first quarter, 40% of the enterprises were basically the same as last year, and 6.7% of the enterprises indicated that they were more than the same period last year. Increase.

Printing and dyeing industry

Affected by the outbreak of the new crown pneumonia, 1~2 months in 2020, the printing and dyeing enterprises were postponed to a large area, and the logistics and transportation were not smooth. The production and operation of the enterprises were affected. The output, main business income, profits and other indicators dropped sharply compared with the same period last year, and the operation pressure of the industry increased further, and the development to high quality was more urgent. In the 1~2 month of 2020, the scale of printing and dyeing fabrics in the above scale printing and dyeing enterprises was 4 billion 913 million meters, a decrease of 22.42% compared with the same period last year, and the proportion of printing and dyeing enterprises above Designated Size three was 9.39%, an increase of 1.07 percentage points over the same period in 2019, of which 8.87% of cotton printing and dyeing enterprises and 14.08% of chemical fiber dyeing and printing enterprises. The cost and profit margin -0.05% decreased by 2.22 percentage points compared with the same period in 2019, and the sales profit margin -0.05% decreased by 2.15 percentage points compared with the same period in 2019. The turnover rate of finished products was 2.05 times / year, a decrease of 33.20% compared with that of the same period in 2019. The turnover rate of accounts receivable decreased by 37.41% compared with the same period last year, and the total assets turnover rate was 0.10 times / year, representing a decrease of 32.08% over the same period last year.

Cotton industry

USDA's latest global production and storage forecast report shows that the total cotton consumption in China in 2019/20 is 7 million 947 thousand tons, down 218 thousand tons compared with the February report. The latest report of the national cotton market monitoring system shows that domestic cotton consumption forecast for 2019/20 is 7 million 143 thousand and 600 tons (down 295 thousand and 300 tons compared with February). Obviously, in the first half of 2020, when the new crown epidemic was rampant and all countries took a closed door policy, China's cotton consumption demand inevitably suffered a greater impact.

Industrial textiles industry

According to the special investigation results of China Industrial Textile Industry Association, 11.16% of the enterprises in the first quarter are very good, 30.47% of the enterprises are relatively good, and 38.63% of the enterprises are generally speaking. Nearly 20% of the enterprises said that the operation was not good, of which nearly 4% of the enterprises were very poor. The index of operation was indexed. In the first quarter, the prosperity index of the industry was 63.7. The prosperity of medical and health, safety protection, filtration and separation, nonwoven coil, equipment and fittings was higher. The prosperity index of medical and health fields engaged in the production of anti epidemic materials reached 79.2, while the prosperity index of geotextiles, rope nets and interlining was below 50.

Home textile industry

According to the special investigation results of China Textile Association, home textile enterprises resumed their work and resumed production. The proportion of the average number of workers returning to work was 87%, of which the proportion of reemployment of Enterprises above designated size was relatively high, especially for large enterprises with annual sales of more than 100 million yuan, and the number of workers returning to work was 91%. There is a certain pressure on the recruitment of workers under the scale. The proportion of returned towels and cloth industry clusters reached 100% and 99% respectively.

Garment industry

According to the special investigation results of the China clothing association, since March, the resumption of production has accelerated significantly, and the staff have gradually returned to the post. Logistics supply is increasingly patency, and the production order and production level are being restored. In the 1-2 month of 2020, garment enterprises above Designated Size completed 2 billion 512 million garment production, down 36.61% compared with the same period last year. China has completed 16 billion 62 million US dollars in clothing and accessories exports, down 20% from the same period last year. The actual investment in garment industry in China has dropped 50.2% over the same period last year. .96 billion yuan, down 42.14% compared with the same period last year, operating income margin was 3.69%, 0.89 percentage points lower than the same period in 2019.

Although the situation of domestic epidemic prevention and control is steadily improving, the situation of global epidemic prevention and control is extremely grim, and the international market is obviously declining.

Affected by the spread of the new crown pneumonia epidemic in the world, countries are stepping up prevention and control measures. Business in major overseas markets is almost halting, and international clothing brands are shutting down retail outlets in Europe and the United States. China's export textile enterprises have been notified by overseas customers that the cancellation of orders, delay in receipt of goods and suspension of production have increased significantly. The pressure of epidemic prevention and control in China has also increased due to changes in the global situation. At present, commercial activities have not yet been fully restored to normal, and domestic consumption has failed to rebound.

According to the investigation and understanding of various professional associations, affected by demand reduction, chemical fiber enterprises have been able to increase inventory and reduce production intention. Spinning, weaving, printing and dyeing clusters and enterprises have gradually started to limit production or encourage workers to reduce production.

According to the joint investigation of China Cotton Textile Industry Association and China Textile Industry Federation, as of the end of March, orders for some textile cluster direct export products were down by 50%-70%, and indirect export yarn orders were reduced by about 30%-50%. Cotton textile and garment enterprises in Guangdong, Jiangsu and Zhejiang, Shandong and other places have reflected that since the middle of March, the export orders have been cancelled, slowed down or even defaulted more and more seriously. Not only in Europe and America, Japan and Korea, and other serious epidemic countries and regions, even the orders in South America, Middle East and Southeast Asia showed a certain shrinkage.

In addition, since March 18th, home textile and garment enterprises have received notices of delayed shipment from European and American customers, and some overseas customers even cancelled orders. This makes the textile enterprises which mainly rely on foreign trade suddenly have problems such as inventory increase and capital turnover difficulties, which will also affect the production and operation of enterprises in the next two months. Export enterprises in Europe and America as the main market will be in a dilemma of shutting down production or reducing production.

It still takes time for the industry to return to normal. Insiders suggest that enterprises carefully arrange production, actively prevent and control the risk of capital chain, and export enterprises rationally and steadily sell domestic market.

With the slow recovery of the domestic market and the grim situation of the global epidemic, most enterprises lack confidence in their own business and industry situation, and the mood is still very uneasy.

China Textile Federation official said that in recent years, the transformation and upgrading of the textile industry continued to deepen, comprehensive competitiveness and development toughness continued to improve. Despite the many difficulties facing the current operation and development, the textile industry still has the ability to effectively cope with the impact of the epidemic. With the further improvement of the prevention and control situation, the industry will restore the order of economic operation with the highest efficiency. At the same time, he also suggested that at this stage, enterprises should focus on many ways to excavate internal and external market space and effectively integrate industrial chain resources. At the same time, we must steadfast transformation and upgrading and high quality development belief, and aim at improving output quality, efficiency and efficiency, and rationally arrange investment plans.