With the accelerated recovery of China's and international consumer markets, China's textile manufacturing industry has ushered in a wave of order fever in this traditional off-season.
In the production workshop of Zhejiang Sunrise Garment Group Co.Ltd(605138) , several production lines are operating at full power. In this traditional off-season, the orders of this high-end fabric and garment processing enterprise have been placed in April. According to the forecast, the monthly output this year will increase by 5% year-on-year.
"The order receiving speed and order volume are quite good this year." Zhang Rundong, deputy general manager of Zhejiang Shengtai yarn dyed weaving business department, said.
This is greatly beyond the expectations of people in the industry.
According to Zhu Yuxing, deputy director of the Information Department of China Textile Import and Export Chamber of Commerce, this year, the textile industry is still facing problems such as high raw material prices, rising freight costs and rising labor costs. Under the background of no obvious turn of the epidemic, China's textile and garment exports are expected to show negative growth under the high base effect in the first quarter.
However, relevant enterprises seem to have found a new path. Recently, China's first industry standard release conference with the theme of "sustainable manufacturing of textile industry factories" was held in Guangdong, and the evaluation specification for sustainable manufacturing of garment industry processing factories officially came into force.
According to a comprehensive study released by Credit Suisse Research Institute (CSRI), the world has witnessed the rise of "fast clothes" in the past decade. Clothes are sold cheaply and eliminated quickly, which has had a serious impact on the environment and climate. More than 40% of consumers believe that the fashion industry is unsustainable, and more respondents plan to reduce consumption of fast clothes and luxury brands.
The sustainable manufacturing of the textile industry has promoted the optimization and upgrading of the industrial structure, promoted energy conservation, emission reduction and cleaner production, accelerated the development of circular economy, strengthened the comprehensive utilization of resources, and continuously improved the level of green and low-carbon development.
It is predicted that with the implementation of China's favorable policies and the role of RCEP agreement, the export situation will gradually improve.
good exit
Encouraged and driven by the country's active and effective prevention and control measures and the policies of stabilizing the economy and exports, the export of China's textile and garment industry will be stable and good in 2021.
It is understood that in 2021, China's textile and clothing exports exceeded expectations, with a cumulative export volume of US $351.18 billion, a year-on-year increase of 9.8%, exceeding the US $300 billion mark for the first time, a record high; The export increment exceeded US $20 billion for two consecutive years, and the export growth rate reached 9% for two consecutive years, realizing a good start in the "14th five year plan" period of textile and garment foreign trade.
Among them, the export was 322.71 billion US dollars, an increase of 9%, with an average increase of 9% in two years; Imports reached 28.47 billion US dollars, an increase of 20.5%, with an average increase of 7.5% in the two years; The accumulated trade surplus was 294.24 billion US dollars, an increase of 8%, with an average growth of 9.2% in the two years.
In terms of trade volume, the United States and the European Union are still one of the largest end consumer goods markets for China's textiles and clothing. In 2021, China's textile and garment exports to the United States reached US $58.09 billion, an increase of 5%; China's textile and garment exports to the EU reached US $48.5 billion, down 10%.
It is worth noting that in 2021, China's textile and garment exports to ASEAN increased by 25% to US $49.66 billion, including a total increase of 28.3% in yarn and fabric of major commodities, and 61.5% and 88.5% respectively in yarn and fabric exports to Bangladesh and India in South Asia, both far ahead of the level one year and before the epidemic.
"In 2021, with the normalization of the epidemic, the procurement mode of developed countries returned to 'China + Vietnam + other Asian low-cost countries' again. The share of ASEAN and other places rebounded compared with 2020, especially Bangladesh's share in clothing imports from the United States and Japan reached a new high." Introduction of Zhu Yuxing.
It is worth noting that, unlike the situation in which medical masks and protective clothing were the main export products at the beginning of the epidemic, China's cumulative export of medical masks and protective clothing decreased to 5% of the total export in 2021, and the cumulative export volume decreased by 75.5%. The export returned to the pattern dominated by clothing, yarn fabrics, household textiles and other commodities. Among them, yarn, fabrics, household textiles and needle woven clothing account for 76% of the total exports. Excluding epidemic prevention products, the export of textiles and clothing increased by 33.4%, including 32.6% for textiles and 34.1% for clothing.
green reform accelerated
In 2022, China's textile and garment exports still face many uncertain factors, but the better than expected order volume also gives enterprises some confidence.
In Zhu Yuxing's view, strengthening the upstream and downstream coordination of the industrial chain and supply chain, seizing the rare opportunity of overseas order window and order return, and promoting the steady and positive export of textile and clothing are still the main direction in 2022.
It is worth noting that the internationalization of textile enterprises is also accelerating.
It is understood that under the dual carbon strategy, the sustainable manufacturing standards for the garment industry launched by China can promote the compliance level and sustainability of enterprises. Through the evaluation of the manufacturing capacity of garment enterprises, improve the compliance ability, management level, technology, process and equipment level of enterprises, promote the improvement of quality, efficiency and high-quality development of enterprises, and adapt to the changing international consumption requirements.
This also coincides with the research of Credit Suisse Research Institute (CSRI). It is understood that at present, the participation of consumers in emerging markets in sustainable development is significantly higher than that in developed countries. Among them, consumers in Mexico, India and China are willing to pay a premium for sustainable products and are willing to buy more sustainable products. The opposite is true of France, Germany and the United States.
\u3000\u3000 "For a long time, the younger generation has paid much more attention to climate issues than previous generations. They are aware of the existing problems and advocate the way forward to change. Through this survey, we have conducted in-depth research on various sustainable development areas of particular interest to young consumers. It is worth noting that the overall environmental participation of consumers in emerging markets seems to be higher than that of previous generations Developed market consumers. Given that these young people will soon become the main force of consumption in the coming decades, it is very important to understand their values and consumption preferences. " Eug è ne Klerk, head of global ESG (environment, society and Governance) and thematic research at Credit Suisse.
Local plans are also being implemented one after another.
Recently, the "opinions on the implementation of energy conservation in the whole society during the 14th five year plan" of Jiangsu Province was issued and implemented, which put energy conservation through all fields and the whole process of economic and social development, promoted the comprehensive conservation, intensive and recycling of resources, enhanced the people's awareness of conservation, advocated a simple, moderate, green and low-carbon way of production and life, and promoted the comprehensive green transformation of economy and society.
Shaanxi reviewed the "14th five year" development plan of Shaanxi textile industry, which proposed to effectively promote the construction of green projects, green parks and green industrial chains, and strive to achieve the double carbon goal.
The research report shows that at present, the textile manufacturing industry benefits from the situation of sufficient orders and tight supply. The fundamental trend is good, and the export growth momentum is strong, which is worthy of attention in the future.
