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纺织业回流美国,为什么这样难?
Huan Qiu Shi Bao· 2025-05-12 22:47
Core Viewpoint - The U.S. textile industry has been in decline for decades, with only about 100 cotton spinning mills remaining, and the government’s push for manufacturing jobs to return is met with skepticism regarding its feasibility and potential economic impact [1][2][4]. Industry Status - The U.S. textile industry has experienced significant offshoring, first to Japan and South Korea, then to Taiwan, mainland China, and Southeast Asia, driven by the pursuit of lower production costs [1]. - As of now, approximately 97% of clothing and footwear sold in the U.S. is imported, with China being the largest source [7]. Government Policy and Industry Response - U.S. Treasury Secretary's comments on prioritizing precision manufacturing over textiles have sparked protests from industry representatives, highlighting a divide in perspectives on the future of the textile sector [5][6]. - There is a lack of consensus within the U.S. regarding the revival of the textile industry, with some arguing it is already "dead" and questioning the desirability of bringing it back [4][5]. Labor and Production Challenges - The high labor costs in the U.S. make it difficult for the textile industry to return, as the average manufacturing wage is significantly higher than in Southeast Asia [8]. - The aging workforce in the textile sector poses a challenge, as younger generations are less inclined to take on labor-intensive jobs [6][8]. Supply Chain and Infrastructure Issues - The U.S. lacks the necessary labor, skills, materials, and infrastructure to support a large-scale return of the textile industry [7][8]. - Rebuilding the textile supply chain would require substantial investment in factories and equipment, as well as addressing the high wages and low-skill labor gap [8]. Global Trade Implications - A forced return of the textile industry to the U.S. could disrupt global trade systems, negatively impacting countries in Southeast Asia and Latin America that rely on textile exports [9][10]. - The potential for trade retaliation and increased costs for consumers in the U.S. could arise from protective policies aimed at reviving the textile sector [10].
越南工厂恐慌加剧,“客户已开始撤单,再等90天有何用?”
Guan Cha Zhe Wang· 2025-05-04 11:18
Core Viewpoint - The unpredictable tariff policy of President Trump has significantly impacted Vietnam's export industry, creating uncertainty and fear among workers and factory owners [1][2][4]. Group 1: Economic Impact - Vietnam's manufacturing sector has experienced rapid growth over the past 15 years, but the uncertainty surrounding tariffs has weakened its reliance on exports to the U.S. [2][5]. - The average profit margin for factories in Vietnam is only 5%, making them vulnerable to changes in tariff policies [1][5]. - Vietnam's economy has seen an average annual growth rate of around 7% over the past decade, with exports to the U.S. accounting for 30% of total exports and 27% of nominal GDP [5][10]. Group 2: Factory Operations and Employment - Many factories are increasing production to fulfill orders before the end of the 90-day tariff suspension, but some U.S. clients are canceling or delaying orders [1][6]. - Workers are facing job insecurity, with some factories already laying off employees or freezing hiring due to the uncertainty [1][6]. - Companies like Mian Apparel, which employs 12,000 workers, are experiencing pressure from clients to expedite deliveries amid the tariff uncertainty [6][9]. Group 3: Client Relationships and Market Strategy - Clients are beginning to cancel orders, leading to anxiety among factory owners who rely heavily on U.S. customers [6][9]. - Factory owners are exploring alternative markets in the Middle East and Europe to mitigate the impact of U.S. tariffs [9][10]. - The high tariffs could lead to increased prices for American consumers, as factories may need to lower their net profits to remain competitive [11]. Group 4: Specific Industry Insights - Nike produces about 50% of its footwear and 28% of its apparel in Vietnam, while Adidas relies on Vietnam for 39% of its footwear and 18% of its apparel [10]. - The average tariff rate on Vietnamese footwear was previously 13.6%, and for apparel, it was 18.8%, but the new tariffs could increase these rates significantly [10]. - Vietnam is a major supplier for the furniture industry, with 26.5% of U.S. furniture imports coming from Vietnam in 2023 [10].
酷特智能:2024年报净利润0.89亿 同比下降20.54%
Tong Hua Shun Cai Bao· 2025-04-28 18:33
Financial Performance - The company's basic earnings per share decreased by 21.28% from 0.47 to 0.37 yuan in 2024 compared to 2023 [1] - Net profit fell by 20.54% from 1.12 billion yuan in 2023 to 0.89 billion yuan in 2024 [1] - Operating revenue decreased by 5.09% from 7.47 billion yuan in 2023 to 7.09 billion yuan in 2024 [1] - Return on equity dropped by 26.47% from 9.86% in 2023 to 7.25% in 2024 [1] - The company's net asset per share increased by 6.48% from 4.94 yuan in 2023 to 5.26 yuan in 2024 [1] - Undistributed profits per share rose by 11.82% from 2.03 yuan in 2023 to 2.27 yuan in 2024 [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 34.8996 million shares, accounting for 19.7% of the circulating shares, a decrease of 0.9947 million shares from the previous period [1] - New entrants among the top shareholders include Zhu Haigang with 2.20 million shares, Morgan Stanley & Co. International PLC with 1.21 million shares, and Wu Jiying with 0.7369 million shares [2] - Notable exits from the top shareholders include Chen Xue, Mu Taiping, and China Science and Technology Industry Investment Management Co., Ltd. [2] Dividend Distribution - The company announced a dividend distribution plan of 1 yuan per share (including tax) [3]
爆款越火,老板越穷,谁「杀死」了中国服装厂?
商业洞察· 2025-04-10 09:28
在中国开服装厂,到底有多难? 这几年,"别碰服装"这几乎成了行内公认的一句忠告。机器不开没钱,开了亏钱;好一点儿的 老板"出去了",差一点儿的老板"进去了"。不断降低的利润、不断升高的成本,正在把服装厂 逼进死胡同。 以下文章来源于36氪 ,作者骆若男 方婷 36氪 . 36氪是服务中国新经济参与者的卓越品牌和开创性平台,提供新锐深度的商业报道,强调趋势和价值, 我们的slogan是:让一部分人先看到未来。 作者: 骆若男 方婷 来源: 36氪(ID: wow36kr) 01 堆积的库存,消失的订单 36氪首先来到了位于浙江的诸暨大唐袜业城,电商平台上出售的袜子,70%都来自这个袜业 城。外贸和电商曾经让这个小镇一度整条街都是年流水百万级别的小型工厂,袜业城也成了全 国乃至全球最繁荣的袜子交易中心。 而如今,在下午最繁忙的时间段,市场里却人头寥寥。 而消费者这端,服装尤其是女装越来越差的质量、越来越等不到的预售期,也让大家怨声载 道。 为什么会出现这样双输的局面?现在办厂还有前途吗,出路又在哪? 36氪实地走访了多家工厂,在最真实的生产前线,窥探中国服装制造业的兴衰演变。 一位已经做了30年袜子的老板娘,靠着 ...
爆款越火,老板越穷,谁「杀死」了中国服装厂?
36氪· 2025-04-09 11:03
"赚钱不可能,能活下去就不错了!" 文 | 骆若男 编辑 | 方婷 封面来源 | IC photo 在中国开服装厂,到底有多难? 这几年,"别碰服装"这几乎成了行内公认的一句忠告。 机器不开没钱,开了亏钱;好一点儿的老板"出去了",差一点儿的老板"进去了"。 不断降低的利 润、不断升高的成本,正在把服装厂逼进死胡同。 而消费者这端,服装尤其是女装越来越差的质量、越来越等不到的预售期,也让大家怨声载道。 为什么会出现这样双输的局面?现在办厂还有前途吗,出路又在哪? 36氪首先来到了位于浙江的诸暨大唐袜业城,电商平台上出售的袜子,70%都来自这个袜业城。外贸和电商曾经让这个小镇一度整条街都是年流水百万级别 的小型工厂,袜业城也成了全国乃至全球最繁荣的袜子交易中心。 36氪实地走访了多家工厂,在最真实的生产前线,窥探中国服装制造业的兴衰演变。 请观看36氪原创视频 也欢迎关注36氪视频号 堆积的库存,消失的订单 为了生存,主动降低利润,甚至亏本以求挽回现金流,这种壮士断腕的方式已经成了工厂的常态。 她担心,今年连档口的6万块租金都可能赚不到。 比起开单,她更着急的是把去年的库存清出去。因为现在服装工厂大部分都是先货 ...
天创时尚股份有限公司关于使用部分闲置自有资金委托理财的进展公告
Core Viewpoint - The company is utilizing part of its idle funds for low-risk financial management to enhance the efficiency of fund usage and reduce financial costs [2][3][31]. Summary by Sections 1. Overview of Entrusted Financial Management - The purpose of the entrusted financial management is to improve the efficiency of idle funds while ensuring the liquidity needed for normal operations [3]. - The total investment amount for this financial management is 220 million RMB [4]. - The source of funds for this financial management is the company's idle self-owned funds [5]. 2. Financial Management Product Details - The financial management products include structured deposits from banks, which are low-risk and have high liquidity [28]. - The expected annualized return rates for the products range from 1.30% to 2.60% [9][18][24]. 3. Risk Control Measures - The company has established internal controls for managing risks associated with the entrusted financial management, including regular monitoring and analysis of the investment products [7][29]. - The board of directors has authorized the management to make investment decisions within the approved limits, ensuring that the investments do not affect the company's liquidity [29]. 4. Impact on the Company - As of the announcement date, the balance of idle funds used for entrusted financial management is 240 million RMB, accounting for 18.51% of the company's latest audited net assets [31]. - The financial management is expected to enhance fund utilization efficiency and generate investment returns without affecting the company's daily operations [31]. 5. Decision-Making Process - The board of directors and the supervisory board have both approved the proposal for using idle funds for entrusted financial management, emphasizing its benefits for the company's overall performance and shareholder returns [33][34].
失控的浪莎:超85%代工引发品控乱象?年初刚在官网为商标侵权发函
凤凰网财经· 2025-03-22 10:16
以下文章来源于时代周报 ,作者徐超 时代周报 . 记录大时代,深读全商业。互联网新闻信息服务许可证编号:44120230006 来源|时代周报 记者丨徐超 编辑丨韩迅 尽管3月16日就发了说明公告,澄清旗下所有公司从未和河南健芝初医疗器械有限公司有建立任何形式的业务合作、品牌授权或产品生产关系,双方 没有任何关联,但打开京东、淘宝、拼多多等电商平台,搜索"浪莎"品牌的一次性内裤,至今仍然没有信息。 浪莎把产品突然下架,是因为央视315晚会暗访曝光河南多家工厂存在"一次性内裤徒手制作不灭菌"的情况,其中可以提供代工服务的河南健芝初医 疗器械有限公司提到生产过"初医生"一次性内衣、"贝姿妍"一次性内裤和"浪莎"一次性内裤,厂家称为了控制成本,产品没有杀菌消毒。 作为"袜子大王"的浪莎股份,"浪莎"这个品牌家喻户晓,突然曝光销售的一次性内裤竟然没有杀菌,引发关注,交易所也发函要求浪莎股份履行信息 披露义务。 尽管做了澄清公告,浪莎的生产、销售模式在一次性内裤不杀菌的阴影中被放到了放大镜下。时代周报记者注意到,浪莎的运营模式早已经从完全自 产转变为以OEM(代工)为主、自主生产为辅的结合方式。浪莎的官网也发布过几次关 ...