The “Economic Operation Briefing of China’s Garment Industry from January to December 2022” released by the China Garment Association predicts that in 2023, my country’s garment industry will enter a restorative and normalized development cycle after experiencing a phased decline. Based on the industry operation in 2022 With the strong support of the low base effect and the domestic general cycle, it is expected that the overall economic performance of the industry will improve in 2023, and the development trend of “resilient growth and steady recovery” will be obvious.
From the perspective of the international market, under the influence of insufficient international market demand, transfer of overseas orders, Sino-US trade friction, RMB appreciation and other factors, my country’s clothing exports will face greater downward pressure in 2023, and the overall growth rate will decline first and then level off. , there is a clear trend of shrinking in scale. However, it should also be noted that as the destocking of overseas retailers and brand groups ends and global inflation is contained, market consumer demand and replenishment demand gradually recover, overseas orders may pick up in the second half of the year, and the apparel export situation will follow. improving. At the same time, trade cooperation agreements such as the “One Belt and One Road” and RCEP continue to advance, and the new marketing method of “platform traffic + content cultivation + live streaming” promotes the accelerated development of cross-border e-commerce, which will further promote the high-quality development of apparel foreign trade exports.
Under the general trend of global industrial transformation, my country’s textile and apparel industry is still struggling and still has confidence in the future.
Promote the establishment of strong circles and strong links
Intensive research on the textile industry in multiple places️
At present, the textile industry with a deep industrial foundation has entered a “tough period” and “breakthrough period” of strengthening technological innovation and accelerating industrial transformation. It has become an inevitable direction to achieve both scale advantage and quality improvement. Zhejiang, Shandong, Guangdong, Hubei, Anhui, Shaanxi and other places have outstanding industrial advantages. In recent days, relevant departments and industry associations have intensively conducted research on industrial clusters and enterprises to strengthen regional coordinated development and avoid duplication of construction and disorderly competition. It has become a development consensus.
During the survey, business leaders and relevant people in many places said that at present, on the basis of industry development positioning based on technology, fashion, and green, it is necessary to give full play to resource endowments and industrial advantages, promote the application of new materials, new technologies, new processes, New products to accelerate the transformation and upgrading of the textile industry.
Haining City, Zhejiang Province, is an important cluster in the textile and clothing industry. In terms of subdivided industries, home textiles, warp knitting textiles, leather clothing, fashion clothing and socks already have a good foundation and market influence.
On February 7, Sun Ruizhe, President of the China Textile and Apparel Industry Federation, and his delegation visited Haining for investigation. He said that in the future, we should also focus on the industry’s competitive advantages in the international and domestic markets, continue to form supply chain coordination with surrounding areas, and continuously improve the industrial chain and extend value. Chain, focus on the integration of existing advantageous platforms and resources, avoid duplication of construction, build leading enterprises and advantageous brands, accelerate industrial informatization and digital transformation, and promote major characteristic industries to move towards mid-to-high-end.
“Exploring the ‘1+N’ development model, led by Daiyin Group, Guo Innovation Center, Rupnet and other enterprises, promote the coordinated development and clustered development of various textile enterprises in the region, and activate and release development vitality.” February 9 On the same day, when Zhou Pengfei, deputy secretary of the Taishan District Committee and District Mayor of Tai’an City, Shandong Province, investigated the construction of the textile and garment industry chain project, he proposed that planning should be focused on and new ideas for industrial development should be explored.
In recent years, Daiyin Group has continuously explored new development models, continued to accelerate the transformation and upgrading of the domestic industrial chain, accelerated the improvement of the layout of the international industrial chain, increased the cultivation of high-end clothing brands, amplified comparative advantages, and led industrial development. Since last year, Daiyin Group has carried out overall technological transformation of the original woolen spinning project and built an industry-leading high-end woolen green smart factory; actively promoted the digital transformation of the 200,000-spindle spinning production line to create a leading enterprise in the manufacturing of special yarns; accelerated the advancement of Renault suits Intelligent transformation of the production line to create a global leader in high-end clothing customization.
In recent years, Qingdao Textile Valley’s park management concept of “based on textile transformation and upgrading, jumping out of textile development and textile development” has actively integrated into Qingdao’s urban renewal and industrial upgrading, with the textile and garment industry as its core, and has taken advantage of the revitalization and development of the old city on the east coast of Jiaozhou Bay. Industrial linkage will increase the visibility of Qingdao’s textile and fashion industry.
When the Qingdao Municipal Bureau of Industry and Information Technology investigated the construction of the Textile Valley Fashion Creative Park, the relevant person in charge of Qingdao Textile Valley Real Estate Co., Ltd. introduced that in the next step, the Textile Valley will give full play to the industrial ecology and location advantages of the park and solidly promote the application for national textile and apparel creativity. We will design demonstration parks and other key tasks, and strive to continuously achieve new breakthroughs in key areas such as industrial chain investment promotion and Qingdao designer cluster development.
Xiang Bin, Secretary of the Qianjiang Municipal Party Committee of Hubei Province, proposed at the textile and apparel industry policy optimization and adjustment work held in early February that we should fully promote the implementation of various policies, get rid of the pain points, blockages, and difficult problems in the development of enterprises, and strengthen the confidence of enterprise development. , support enterprises to become bigger and stronger. It is necessary to further optimize the process and strengthen the timeliness of policy implementation to achieve greater success.
The textile and garment industry faces increasingly prominent problems such as difficulty in recruiting workers, high labor costs, large production capacity and thin profits, and its development is facing difficulties. As a local pilot of “Made in China 2025”, Shishi has solidly promoted the “CNC Generation” demonstration project in recent years, continuously accelerated the research and development and application of CNC technology and products, and promoted industrial transformation and upgrading. In order to further improve the level of collaboration between Shishi textile and garment enterprises and the “CNC Generation” demonstration enterprises, the Shishi Municipal Party Committee and Municipal Government issued the “Several Opinions on Supporting the Transformation, Upgrading and Leap-to-Leap Development of the Textile, Footwear and Clothing Industry” and other measures to provide enterprise equipment updates and upgrades. Large rewards and support will promote the implementation of the “machine substitution” strategy.
Focusing on the transformation and upgrading of the manufacturing industry and improvement of quality and efficiency, Shishi City Industrial Information and Science and Technology Bureau and other departments actively help enterprises to condense technology research and development and application needs, guide and assist enterprises and universities, scientific research institutes and other “CNC generation” scientific and technological innovation center public services The platform carries out industry-university-research docking activities. Many textile and garment companies in Shishi have also borrowed power from the “CNC Generation”. Through the transformation, research and development, and upgrading of textile and garment production equipment, they have improved the automation and intelligence level of production, greatly reduced production costs, eased labor pressure, and reduced Reduce energy resource consumption and effectively solve industry pain points.
The market situation will be significantly different in 2023
As March approaches, under the traditional “Gold, Three, Silver and Four” expectations of the textile market, coupled with the strengthening of expectations for a recovery in consumption, what will be the trend of the textile market in the first quarter and the whole year this year? “Compared with 2022, the market situation in 2023 will be significantly different.” Pang Chunyan, chief analyst of SDIC Essence Futures Chemicals, said, “On the one hand, energy prices fell back after rising in 2022, and are currently mainly stable, which has a negative impact on the industry. On the other hand, it means that costs have stabilized. On the other hand, everyone’s life will gradually become normal this year. The increase in employment will provide a strong guarantee for residents’ expenditure, and the increase in travel will also bring consumption growth in the clothing market. At the same time, real estate and home textiles Consumption in the market is also expected to improve.”
Economic growth forecast for 2023
Among the “troika”, Zhu Haibin, chief economist of JPMorgan Chase China, predicts that consumption will jump from 1 percentage point to 4.1 percentage points last year, investment will rise from 1.5 percentage points to 2 percentage points, and imports and exports will increase from 1.5 percentage points to 2 percentage points. constitute a drag, from 0.5 percentage points to -0.5 percentage points, that is, the current account surplus will drop to about 180 billion US dollars compared with about 400 billion US dollars last year. The full-year GDP growth rate is expected to be 5.6%.
From this point of view, the frequently mentioned concept of “consumption carries the banner” is indeed tenable, but Zhu Haibin believes that the possibility of “excess savings triggering retaliatory consumption” is not high.
Zhu Haibin said that although the discussion on whether to continue to issue consumer vouchers or cash after the epidemic this year has heated up, the actual possibility is unlikely because China has always tended to start from the production side, such as stimulating infrastructure, in order to drive employment and consumption.