Where Is The Way Out For Small And Medium Sized Spinning Mills And Weaving Mills?

Recently, at a large cotton yarn conference, the representative enterprises of Vietnam, India, Indonesia and other countries have made speeches on the floor. Compared with the foreign mills, their confidence and their bottom line are more obvious. The contrast is that China's small and medium-sized cotton textile enterprises have been constantly worried and disturbed. The most obvious advantages of the cotton mill in Southeast Asia are: cotton import zero tariff, labor cost is relatively low in China, the production capacity is relatively new and the industrial integration is low, and the products are mainly exported.

There are three trends that need attention. One is Vietnam.

、印尼等东南亚纱厂不断提高配棉品级、提高纱线支数和品质，对高等级机采美棉、巴西棉、澳棉乃至乌棉、印度棉的需求不断扩大，同中国纺企在全球范围内展开原料采购竞争;二是越南、印尼、泰国以及中亚国家(乌兹别克斯坦、土库曼斯坦、阿塞拜疆等)产地棉纱正逐渐蚕食、抢占中国、印度、巴基斯坦等国市场份额，“包漂白无三丝”棉纱已“结结实实”的占领了中国沿海地区市场;三是东南亚国家主要货币对美元贬值明显，棉纱线、坯布、服装等制品出口竞争力大幅提升，不仅低端、无利润短期订单流向东南亚国家，2014-2015年以来一些“高、大、上”的出口订单出快速向印巴、印尼、泰国等国家转移，“此消彼长”是近两年以来中国纺企“有劲使不上”的普遍感觉。

It is "complete industrialization matching". From spinning to weaving, printing and dyeing, clothing, huge and complex links, Guangdong, Jiangsu, Zhejiang and Shandong are highly centralized, industrialized and highly efficient. They are temporarily unable to catch up with the textile industry such as India, Vietnam and so on. High-grade cotton yarns, grey fabrics and fabric orders can't catch up with whips. But in just 2 or 3 years, India and Pakistan mills and cloth factories can be seen as "catching up with the catch up". Besides, Chinese enterprises go to the Southeast Asian countries' "horse race enclosure" and have great capacity pfer. The gap between them and the quality of domestic gauze and clothing has not only been greatly reduced, but also the industrial chain has been integrated into cotton and clothing. Before 2012, China's textile industry could resist the barriers of import from Southeast Asia, Bangladesh and African countries.

Now, facing the murderous India, Indonesia and Vietnam cotton mills, are they still worried about "starting production or shutting down"? Are there still outlets for small spinning mills and weaving factories that are waiting for quotas to eat and bank loans to save lives?

First, the signs of rapid growth of new equipment, new overcapacity and labor costs in Southeast Asian countries have been highlighted. The goal of large and medium-sized textile enterprises is to build sites and build new factories. As a medium and small enterprises, to survive, they can only shift their production capacity to West Africa, Central Africa and other cotton producing countries.

It is understood that by the beginning of 2015, the spindles of India, Vietnam and Pakistan had reached 60 million spindles, 12 million spindles and 40 million spindles (of which about 9000000 spindles were large spinning factories), and the newly emerging spindles of Thailand, Malay and Burma also expanded rapidly.

I believe that the relocation of cotton textile industry to Xinjiang and Southeast Asia can only be expedient, and it is very likely that the "two or three relocation" needs to be reinvested.

Two. China market

Cotton yarn, grey cloth,

The small and medium manufacturers in China have come to the moment of "life and death".

From the perspective of China's cotton planting mode, efficiency and income, there is no way to connect the difference between domestic and foreign cotton for 3 or 5 years. Only with "time for space", can some parts of the competition be not strong enough to try to rely on the government's "stick sticks" to survive the small spinning, weaving and garment factories, while labor costs are not competitive with those in Southeast Asia, South America and Africa.

The extensive use of fabrics, clothing accessories, new fibers and so on is only suitable for large and medium-sized enterprises. The chance of small factories to participate and succeed is very slim. Therefore, the enterprises that rely on "cheap labor force" and "backward machines" to "feed" workers, the sooner they stop production, the more beneficial they will be.

Three, cotton is replaced by chemical fiber raw material parts or even completely replaced is a major trend, part of the spinning, weaving, clothing production capacity will be fully utilized, and most of the capacity is facing elimination.

According to the statistics of the cotton textile association, the proportion of spinning and distributing cotton has dropped to 30% in 2014-2015 years. The proportion of chemical fiber staple and filament has nearly 70%, and the substitution trend is still in an orderly manner. It is very likely that the cotton ratio will be reduced to 20% or even 15% in 2015 and 2016. On the one hand, the difference between chemical fiber material and lint is too large, and the textile enterprises can avoid risks.

The development and application of new raw materials have been brought to a peak. The properties of cotton fibers can basically be embodied in chemical fiber materials.

In addition, crude oil prices continue to low, stimulating the production and consumption of chemical fiber materials.