• <abbr id="ck0wi"><source id="ck0wi"></source></abbr>
    <li id="ck0wi"></li>
  • <li id="ck0wi"><dl id="ck0wi"></dl></li><button id="ck0wi"><input id="ck0wi"></input></button>
  • <abbr id="ck0wi"></abbr>
  • <li id="ck0wi"><dl id="ck0wi"></dl></li>
  • Home >

    Textile And Garment Industry: The Demand Inside And Outside Clothing Keeps Fast Growth, And The Gap Between Supply And Demand Of Cotton Expands

    2021/5/25 16:42:00 0

    Textile And ClothingTextile StocksBrokerage Reports

    Industry data & Information:

    Brand clothing: in April 2021, the total retail sales of consumer goods increased by 17.7% year-on-year (month on month growth rate was - 20.1 PCTs), compared with + 8.8% in the same period of 2019. Among them, the textile and clothing category was + 31.1% year-on-year (qol-37.9pcts) at a low base, compared with + 3% in March 2019. From the perspective of accumulated retail sales from January to April, the textile and clothing company has zero year-on-year + 48.1%, which is higher than the level of the same period in 2019 (+ 0.5%).

    On the online side, from January to April 2021, the sales volume of online wearing goods in China was + 33.8% year-on-year.

    Ali platform (tmall & Taobao) women's / men's wear / children's wear / home textile / sports footwear sales increased by - 11% / + 1% / - 8% / - 15% / - 11% respectively. Domestic brands benefited from the cotton event in Xinjiang, and Anta and Li Ning surpassed overseas brands to become top 2 in the industry for the first time.

    Export: from January to April of 2021, the cumulative export amount of textile and clothing is + 32.7% year-on-year, and + 16.6% compared with the same period in 2019. In terms of categories, the total export amount of textile / clothing products was + 17.8% / + 51.5% on a year-on-year basis, and the export amount in a single month was - 16.8% / + 65% on a year-on-year basis.

    Textile manufacturing: domestic cotton supply is expected to decrease, and the gap between supply and demand will expand. Price situation: as of May 23, 2021, the cotton 328 price index will close at 15871 yuan / ton, and the unit price will change by + 302 / + 4070 yuan on a month-on-year basis; The cotbook a price index closed at 87.7 cents / pound, with a month on month / year-on-year change of - 3.5 / + 21.4 cents.

    Supply and demand situation: in May, USDA expected that the domestic cotton supply and demand gap will be 447000 tons in 2020 / 21, 653000 tons larger than that in March, mainly because the output and import volume are expected to decline by 32.7/272000 tons, and the warehouse sales ratio will be - 20pcts to 91.3%. From the global market point of view, the expected value of supply and demand gap in 2020 / 21 will be reduced by 603 to 445000 tons on a month on month basis, and the warehouse to sales ratio will drop to 54.5%. This is mainly due to the increase of production in the United States, Brazil, Australia and other countries, as well as the recovery of demand in India, Turkey and Vietnam.

    Industry views and investment suggestions: Anta sports, the first sports brand in China (44x in 2021), with high industry prosperity, precise differentiation positioning and perfect multi brand matrix; The terminal recovery is better than that of the industry, and the management efficiency continues to improve, and there is still room for improvement in valuation (14x in 2021); The dividend of supply chain and organizational structure reform is expected to continue to show, with high incentive policies and digital layout, and the profitability is expected to enter a period of rapid improvement (25X in 2021); The children's clothing has obvious advantages, and the reform of adult clothing has gradually shown its effect, and the Mori clothing (20x in 2021) is expected to recover; And Huali group (41x, 2021), a leading sports shoe manufacturing company with high prosperity and high quality customers and strong willingness to expand production capacity.

    Risk tips: the risk of slowing down macroeconomic growth; The terminal consumption demand slows down; Cotton price change risk.

    • Related reading

    In The First Four Months, The Added Value Of Textile Industry Above Designated Size Increased By 16.1%

    Fabric accessories
    |
    2021/5/20 13:54:00
    0

    The Overall Operation Of Cotton Textile Cluster Is Stable, And The Market Has No Obvious Change In The Short Term

    Fabric accessories
    |
    2021/5/20 13:54:00
    2

    Fujian Modern Textile And Garment Industry Will Usher In A Period Of Great Development Opportunities

    Fabric accessories
    |
    2021/5/20 13:54:00
    2

    Latest Achievements Of Scientific Research Project Of Fiber Materials And Products For Public Safety

    Fabric accessories
    |
    2021/5/17 15:43:00
    0

    Recommend Key Fashion Trends Of 2022 / 23 Autumn / Winter Fabrics

    Fabric accessories
    |
    2021/5/12 16:36:00
    3
    Read the next article

    The Sixth Council Leading Group Of China Cotton Association Was Established, And Dong Kuiyong Was Elected President

    On May 24, the sixth member congress of China Cotton Textile Industry Association and the first session of the Sixth Council and the first executive session of the sixth session were held

    主站蜘蛛池模板: 全彩本子acg里番本子| 免费又黄又硬又大爽日本| 国产免费一区二区三区免费视频| 国产成人精品永久免费视频| 国产成社区在线视频观看| 内射极品少妇XXXXXHD| 亚洲黄色免费网站| 国产亚洲精品bt天堂精选| 向日葵视频app免费下载| 免费看成人aa片无码视频吃奶| 亚洲精品无码乱码成人| 亚洲国产欧美日韩精品小说| 九一在线完整视频免费观看| 久久久久久网站| 一本色道久久hezyo无码| 99在线观看精品免费99| 西西人体免费视频| 被义子侵犯的漂亮人妻中字| h视频在线免费看| 色综合久久久久综合99| 男人扒开添女人下部免费视频| 欧美疯狂性受xxxxx喷水| 日韩美一区二区三区| 成人福利小视频| 国产麻豆精品免费密入口| 国产成人精品999在线观看| 午夜精品久久久久久久无码| 亚洲欧美自拍另类图片色| 久久精品国产欧美日韩| 一个人看的www日本高清视频 | 国产一区二区三区在线看| 伊人久久大线蕉香港三级| 亚洲三级在线播放| 三上悠亚破解版| 1314成人网| 韩国福利视频一区二区| 男人添女人下部高潮全视频| 无码专区久久综合久中文字幕| 国模gogo中国人体私拍视频| 国产人妖tscd合集| 亚洲一区二区观看播放|