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没有金三,也没有银四……市场变得让纺织人越来越陌生
Sou Hu Cai Jing· 2025-05-06 05:11
Core Viewpoint - The textile market has fundamentally changed, with the traditional peak seasons of March and April failing to deliver expected orders and prices continuing to decline [2][4]. Group 1: Market Performance - The textile market in March and April has not met expectations, with orders delayed and prices for fabrics dropping daily [4]. - Many textile companies initially believed the market would improve by April, but the situation worsened with the imposition of new tariffs, leading to cancellations of existing orders [4][9]. - The current market conditions resemble a low season rather than a peak season, indicating a shift in market logic and diminishing applicability of past experiences [4][10]. Group 2: Production Capacity - Historically, production capacity was synonymous with strength in the textile market, but this is no longer the case, as excess inventory has become a burden for many companies [6][7]. - Many textile business owners are now engaging in direct sales efforts, as the pressure from unsold inventory mounts [6][7]. Group 3: Foreign Trade Challenges - The imposition of tariffs has significantly increased risks associated with foreign trade, which was previously favored due to better profit margins and payment conditions [9]. - Economic difficulties in developed countries have led to decreased purchasing power, complicating the foreign trade landscape for textile companies [9]. - Efforts to expand into markets along the Belt and Road have revealed challenges, including aggressive price negotiations and unstable political environments in some countries [9]. Group 4: Domestic Market Focus - Since the onset of the US-China trade tensions in 2018, there has been a strategic shift towards the domestic market, with policies promoting dual circulation and a unified national market [11]. - The importance of domestic demand is expected to grow, especially with initiatives like consumption vouchers aimed at boosting spending [11]. - The domestic market, with its 1.4 billion population, is seen as crucial for absorbing excess production capacity and will be a key battleground for textile companies [11]. Group 5: Resilience of Textile Enterprises - Despite the challenges posed by tariffs, many textile companies are responding positively by enhancing technology, developing new designs, and exploring new markets [12]. - The industry has shown increased resilience and adaptability, with companies better prepared to handle unexpected events compared to previous years [12].