Textile focus Textile Focus

According to the statistics of the General Administration of Customs, in February 2022, my country's cotton imports were 185,100 tons, which fell 36.1% year-on-year, down 18.94% from the previous month. Afterwards in January, the import volume fell again and again (January my country imported cotton 228,000 tons) , Fell by 43% year-on-year).

1 cotton imported sharply

Two months ago 2022, my country's cotton imports decreased by about 40% year-on-year. Among them, the import of cotton, Indian cotton, West Africa, Australian cotton, Brazilian cotton, etc., especially in 2019/20,2020 / 21, Indian cotton performance is weak.

In January, 2022, Brazilian cotton imports were 122,600 tons, 80,800 tons respectively, accounting for 53.7%, 43.65%, 43.65%, a total of more than 200,000 tons in the first two months, respectively, and the year-on-year decrease is not only low. The total import volume, and significantly lower than the Indian cotton, cotton, etc.

Why is the Brazilian cotton import in 2022 to squeezing the competitor, the competitors, India monk? The cause of the industry is as follows:

First, in the fourth quarter of 2021, the amount of cotton was subjected to the backlog of port goods, the container is tight, and the shortage of sea freight is relatively large. The monthly ship period is a new and old cotton such as cotton, Indian cotton, and the resources "Green Huang" period, and Brazilian cotton is a large number of new cotton, concentrated sales stage; again, compared with the same quality with the index 2020/21 Mei cotton, Brazilian cotton ship, bonded resources offer 2-3 cents / lbs (some traders although the Brazilian cotton quotation is subject to small cotton, the price is slightly larger), and the new cotton color level, strong, etc. . In addition, the Brazilian cotton variety is relatively single, and the differences in the indexes of the two major producing areas are small, and the cotton texture is beneficial to the quality of cotton yarn.

2 International cotton market is more cautious

The Fed raised interest rate hikes as scheduled, and hinding 6 times in the year. OECD predicts that the Ukrainian crisis may reduce the global economic growth in this year, a 15% increase in inflation rate, and the confidence of German investors in March has declined, and the economic boom has fallen to a negative value.

In terms of international cotton markets, the US cotton area shows drought, and new cotton sowing has not been set. As of the end of February, 2021/22, Brazilian cotton accumulated exports of 12.59 million tons, a decrease of about 30% from the same period last year.

Currently, Russian conflict has exacerbates the tension of the sea, and the exporter is difficult to obtain containers. India's overall textile demand decline, cotton fabric manufacturers become more cautious when purchasing cotton 4 baks, leading to further backlog of product stocks.

At the beginning of March, the Consumer Confidence Index of the University of Michigan was reduced to the Valley since 2011. In the short term, the economic growth rate further slows in inhibiting cotton demand, the Fed's tightening is open, the capital market fluctuates or intensifies, the international cotton price will be more cautious.

3 How to maintain continuous growth in overseas clothing demand

Under the promotion of the demand, the price increase, the price of orders, and the export of China's textile and apparel continued to maintain a good growth situation last year. Customs data shows that the first 2 months of this year, the export of textile and garments is $ 50.2 billion, an increase of 8.9% year-on-year. Among them, the textile export is $ 24.74 billion, an increase of 11.9%; the cost of costume is 25.46 billion US dollars, an increase of 6.1%.

In the face of repetition of the epidemic, global inflation pressure is increased, geopolitical risks, etc.

Sun Ruizhe said that we must grasp the window period to re-adjust the global industrial pattern. Overall, emerging markets and developing countries remain in the industrial development, the potential is located. The signing of the region and bilateral trade agreement is further activating the market space of emerging countries. The international competitive advantage of the textile and apparel industry is obvious. It is necessary to make full use of the historical opportunities of the global supply chain industry chain, high quality construction is more closely, efficient, mutually beneficial and win-win industry, and accelerate the smooth domestic international circulation. At the same time, the rapid growth of digital economy has also brought a broad space for cross-border e-commerce. In the face of the profound adjustment of the global industry chain, the industry should integrate into the earth-growing tide, and open up new markets with more diverse ideas and expand new channels.

To grasp the window period for cultural confidence. China's lifestyle, cultural innovation is being spread and promoted around the world, and cultural self-confidence is accelerating transformation into product confidence, brand confidence, building China's fashion, the value space of cultural empowerment products is open. The industry should adapt to the new changes in the consumer market, do a good job in the creation of traditional culture and contemporary culture, innovation, and fully release the huge value of the contained.

To grasp the window period where the green development model is quickly formed. As a global consensus, green development has begun to deeply affect the cost structure of the industry, competitive advantage and value logic. On February 23, the European Commission put forward the "Enterprise Sustainable Directive", textile, and clothing products manufacturing and wholesale trade are important areas. Multinational companies are also conducted through supply chain management. To achieve a benign circulation of green supply and demand, help companies enhance green product supply capacity and strengthen consumer education and market culture.

In addition, it is necessary to grasp the window period of the common wealth to become a core logic. To grasp the window period of digitalization and urbanization, we must grasp the window period of innovative driving development, and to grasp the window period of the population structure.

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