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年产量20亿件卖给谁?中国童装之都“要活下去”
第一财经·2025-09-14 14:59

Core Viewpoint - The article highlights the challenges and opportunities faced by the children's clothing industry in China, particularly in the context of declining domestic demand and the need for companies to adapt and explore international markets for growth [2][4]. Group 1: Market Trends and Challenges - The domestic children's clothing market is expected to decline by over 30% in the second half of the year due to a continuous drop in birth rates since 2017 [2]. - Zhejiang Province's Huzhou City, known as the "Children's Clothing Capital of China," has over 14,000 children's clothing enterprises, producing 2 billion pieces annually, which accounts for two-thirds of the national market share [2]. - Companies are urged to actively seek change to survive in a contracting domestic market while maintaining a cautious approach to risks [2]. Group 2: International Expansion Strategies - A children's clothing company has shifted its focus to overseas markets, expecting a growth of around 10% this year, driven primarily by international business [4]. - The company has established overseas warehouses in Southeast Asia and Russia, leveraging local e-commerce platforms for sales [5]. - Despite the challenges posed by the Russia-Ukraine conflict, the company views the potential rewards as justifying the risks, given the lower operational costs in regions like Kursk compared to Moscow [4][5]. Group 3: E-commerce and Cost Challenges - The company faces rising costs in local e-commerce platforms, with commission rates increasing from over 20% to over 30%, alongside high shipping costs and return rates [5]. - The reliance on the "overseas warehouse + local e-commerce" model is deemed unstable, necessitating the development of offline wholesale channels [5]. Group 4: Opportunities in School Uniform Market - Zhejiang Maikaisdun Brand Management Co., a school uniform manufacturer, has achieved a 20% growth this year by tapping into the marketization of school uniforms and participating in public procurement projects [8]. - The shift towards open bidding for school uniforms has provided more opportunities for small and medium-sized enterprises to compete [8]. Group 5: Digital Transformation in the Industry - The article emphasizes the importance of digitalization in the children's clothing industry, with Huzhou promoting a "platform + industry" dual empowerment strategy to enhance market reach [11][12]. - The integration of digital tools is expected to improve product development and market expansion, moving from experience-based decision-making to data-driven approaches [11][12]. - Huzhou aims to leverage platform advantages to help local enterprises match procurement needs and transition to on-demand production [12]. Group 6: Economic Performance and Future Plans - As of last year, Huzhou had nearly 79,900 online business entities, with a 20.6% year-on-year growth, and a network retail sales of 39.19 billion yuan in the first half of this year, marking a 10.7% increase [13]. - The city plans to cultivate a number of "live-streaming +" industries with over 100 million scale, aiming for significant growth in platform enterprises and network retail sales over the next three years [13].