The value distribution of the industrial chain in the textile industry is tilted to the terminal
Since China's entry into the WTO, China has increased the export of textile products by 8 times in the world, and has become the largest exporter of textiles in the world. The Chinese textile import and Export Chamber of Commerce will say that China is the world's largest textile exporter in the world, which is difficult to be reversed within ten years.
China has entered the era of consumer economy, and its profits are more and more tilted to the terminal. The rise of e-commerce and online shopping has made consumption irregular, and the rhythm of consumption, the way of consumption and the psychological tension of consumption are very different from that in the past. The driving force of the textile industry in the future is to improve the quality of the products, strengthen the innovation of the industry and enhance the awareness of the Internet.
Both China and the European Union are the most important textile exporters and consumer markets in the world, and textile trade is an important part of bilateral trade between China and Europe. China textile export scale of approximately $270 billion, the EU is second, about $170 billion, third in India and Bangladesh, there are about three or four billion dollars in exports.
Since China's accession to the WTO, especially since the 2005 global textile trade ushered in the "zero quota era" and achieved integration, the scale of Sino EU textile trade has expanded rapidly.
According to Chinese customs statistics, in 2015, China's textile and apparel exports to the European Union amounted to 53 billion 132 million US dollars, and the EU's exports to China's textile and clothing reached about 4000000000 US dollars, which has nearly doubled compared with 2005. In 2015, bilateral trade between China and Europe was $564 billion 750 million. Textile and clothing trade accounts for 1/10 of bilateral trade between China and Europe.
China is the largest country in the world's textile industry, and it is also the most complete and most complete country in the industrial chain. Chinese textile includes yarn fabric, clothing and so on. In 2015, China's fiber processing volume reached 53 million tons, accounting for more than 50% of the world's proportion. The EU has comparative advantages in product R & D, technology, design, brand and so on.
The export of China's textile and clothing is at present in the trend of reducing the price. In October of this year, the total export of Chinese textiles was 219 billion 540 million US dollars, down 6.5% from the same year.
Among them, the export of textiles was 87 billion 340 million US dollars, down by 4.1%. But in terms of quantity, the export yarn is 3 million 410 thousand tons, an increase of 14% over the same period, of which the export volume of cotton yarn is 270 thousand tons, almost no increase of 0.1%, and the export of chemical fiber yarns is 2 million 520 thousand tons, an increase of 20%.
The above data show that the export volume of Chinese textiles is increasing, but the share of the trade market is declining. "That is to say, foreign friends buy more things with less money." The current external demand of China's textile and garment industry is still good, but the growth of trade is weak. He believes that the pressure of China's textile trade is both external and internal.
From the external environment, the textile import and Export Chamber of Commerce believes that the U.S. economy is not bad. Europe and Japan will not be very good in the future. As the emerging economies, the BRICs development is uneven, and China's economic growth will slow down compared with the past. Because of the large consumption base of China's textile and clothing, it is not good to say whether the consumption of textile and clothing can continue to show two digit growth next year.
From home, the production capacity of textiles is increasing. Taking Xinjiang as an example, textile production capacity was 8 million ingots last year. It is estimated that it will achieve 15 million ingots next year, plus the built up will reach 20 million spindles in the future period.
According to the 2016-2021 years' market demand and investment advisory report of China's textile and garment industry, there are more than 1.2 enterprises in China's textile and garment industry, and 5000 are members of the China Textile Import and Export Chamber of Commerce.
From the view of the internal factors of the industry, the domestic production capacity of the textile industry is superimposed. Up to now, 75% of China's capacity is concentrated in the five provinces of Guangdong, Fujian, Zhejiang, Jiangsu and Shandong. "The industrial transfer is slow, the superposition of the production capacity is serious, and the products are mainly concentrated in the middle and low ends."
He takes cotton for example. The cotton market is not in a bull market, but the supply of cotton, cotton prices high. "This is because capital is working. In addition, it does not work according to the relationship between supply and demand, and becomes a game of capital. " He thinks the deep reason is that hot money is running from real estate to the stock market and to the cotton industry.