Dialysis of the development trend of the 2015 industrial textile industry
Thanks to the advancement of science and technology and the rising demand for diversified markets, China's industrial textile industry started well in 2015 and the overall operation was stable.
According to the statistics of the National Bureau of Statistics and the General Administration of Customs, the growth rate of main business income, total profit and economic value added of enterprises above designated size in the first quarter was 6.29%, 14.06% and 12.6%, respectively, and the industry average profit rate was 5.64%. Asset investment increased by 32.91%, and exports increased by 5.91%. The main economic indicators maintained medium and high-speed growth, and economic benefits further improved.
According to the association's research, the industry sentiment index in the first quarter was 71.6, indicating that entrepreneurs in the industry are still quite satisfied with the business conditions of the new normal enterprises. This value is significantly lower than the historical data of the industry, and it is reasonable for the entrepreneurs to the current economic environment. reaction.
Market demand and structural adjustment accelerate industry investment
The distribution of important product output increases reasonably
Industrial textiles, non-woven fabrics, Diaper
raw materials mainly face the government and corporate markets. In the current enviro
nment of increasing eco
nomic downward pressure, government procurement will be strengthened as a means of stimulating eco
nomic growth; the purchasing demand of enterprise users will be affected by their own operating conditions, and there will be a certain degree of decline. According to the association's research, the market demand index of industrial enterprises in the first quarter was 54.2, which was nearly 4 percentage points lower than the same period of last year, and was at the lowest level in recent years. The production index of the industry was 62.3, which was 6 percentage points lower than the same period of last year. . Although the above two indicators have decreased year-on-year, they are still in the expansion range.
According to the National Bureau of Statistics, the output of non-woven fabrics of enterprises above designated size in China in the first quarter was 924,000 tons, an increase of 10.89% year-on-year, compared with 4.67% in the same period last year. Non-woven fabrics are excellent in performance and have a large cost advantage due to technological advancement. They are widely used and are still in a period of rapid growth. Shandong and Zhejiang are the major provinces for the production of non-woven fabrics in China. They maintained a growth rate of more than 10% in the first quarter, while the growth rate in the central regions such as Jiangxi, Henan and Hunan exceeded 20%, and the regional distribution of the industry was optimized.
According to the association's research, 20% of companies have new investment projects in the first quarter. In the first quarter, the industry's fixed asset investment was 10.36 billion yuan, and 229 new projects were started, up 32.91% and 30.86% respectively, and the growth rate was significantly higher than that of the same period last year. The continuous growth of market demand and the deepening of structural adjustment have prompted rapid growth in industry investment. The non-woven fabric industry completed an investment of 4.28 billion yuan and 86 new projects, an increase of 23.21% and 4.88% respectively. The growth rate of newly started projects in the nonwovens industry has slowed down. On the one hand, the market needs time to gradually digest the increased production capacity in the previous period. On the other hand, it indicates that the investment intensity of individual projects in the industry is increasing.
The industry finished product price index continued to fall only 39.4
Declining raw material prices drive industry gross profit margins to rise
According to the National Bureau of Statistics, the main business income and total profit of enterprises above designated size in the first quarter were 61.77 billion yuan and 3.49 billion yuan respectively, up 6.29% and 14.06% respectively. Although the growth rate was lower than that of last year, Still in the medium and high growth range. The industry's average profit margin was 5.64%, a year-on-year increase of 0.4 percentage points; the industry's loss side was 16.52%, and the loss was 246 million yuan, down 2.18% year-on-year.
In terms of industries, the main business income and total profit of non-woven fabrics increased by 8% and 15.74% respectively, the profit rate was 5.86%, and the loss of loss-making enterprises dropped by nearly 30%, and the economic benefits were significantly improved. Although the rope cable is not high in the whole industry, its revenue and profit have maintained a high growth rate, and the profit rate has reached 7.05%, which is the highest in the industry.
According to the association's research, since 2014, the industry finished product price index has continued to decline, compared with 39.4 in the first quarter of 2015. The sales price of products continued to fall. On the one hand, the price of chemical fiber raw materials was in the downward range due to the fall in oil prices. On the other hand, the market demand was lagging behind the increase in production capacity due to the increase in market demand. The decline in the price of finished products has led to a significant slowdown in the growth rate of the industry's main business income.
Raw materials account for a large proportion of the cost of industrial textiles, and the impact of falling prices on the industry is positive. According to the National Bureau of Statistics, the growth rate of the main business income of the industry is higher than the cost growth rate by 0.5%, which has led to an increase in the gross profit margin of the industry. At the same time, due to the decrease in financial expenses, the operating profit of the industry has increased by 11.88%. Under the pressure of increasing economic downward pressure, the industry's gross profit margin and operating profit margin have increased, reflecting that the industry's position in the industrial chain is relatively stable, can effectively transmit upstream price pressures, and improve profitability by improving management levels.
The demand for products in the ASEAN African market has increased significantly.
The volume of export prices has become the main growth driver
Although China's industrial textile industry mainly meets the domestic demand market, the status of the international market in the industry is also becoming increasingly important. In developed economies, the US economic recovery is strong and demand is relatively strong, while the recovery process in the EU and Japan is relatively slow and demand is sluggish. In emerging markets such as ASEAN and Africa, the demand for industrial textiles is relatively large and the growth is obvious. Among the factors driving the growth of export volume, quantity has become the main growth driver. Nearly half of the export prices in the statistics show a different degree of decline.
In the first quarter, the industry exported various types of industrial textiles of 4.803 billion US dollars, an increase of 5.91%. Industrial plastic coated fabrics, medical and Sanitary
textiles, awning products, non-woven fabrics and packaging bags are the main export products, and the export value of the five types of products accounts for 73.26% of the total. Among the five main products, the export volume of non-woven fabrics experienced negative growth for the first time, a slight decrease of 1.46%, mainly because its export price dropped by 4.13%; while the export growth rate of medical and sanitary textiles and sailfish products exceeded 10%.
From the perspective of exporting regions, Asia is China's largest export market, accounting for 43.7% of all exports, of which ASEAN's market growth rate is relatively fast, reaching 12.18%, while other Asian markets including Japan and India are only growing. 2.12%, especially in the Japanese market, as the second largest monomer market for industrial textiles in China, the export volume decreased by 6.44%. China's industrial textiles share the same share of North America and the EU, at around 19%, but the export growth rate is significantly different. The export growth rate to the North American market is 11.65%, while the EU market is only 2.3%, for non-EU countries in Europe. The export volume dropped significantly by 16.27%. Among them, the United States is China's largest exporter of industrial textiles, exports to the United States increased by 13.18%, while exports to Germany fell by 2.67%. Africa and Oceania are emerging markets for China's industrial textiles, with a share of only 6.5% and 2.4%, respectively, but the growth rate has reached 12.46% and 12.19%, and the prospects are very broad. The Latin American market share reached 6.3%, a growth rate of 5.81%.
The total imports of the five categories of products accounted for 77.1% of the total concentration
Inadequate technical standards, some products still need a large number of imports.
In the first quarter, China imported 810 million US dollars of various types of industrial textiles, down 16.9%. Plastic coated fabrics, non-woven fabrics, medical and sanitary textiles, industrial glass fiber products, and textiles for filtration are the main imported products of China, with an import value of 780 million US dollars, accounting for 77.1% of the total. These five types of products, China has a large production capacity, but also a large number of products exported by China, but due to China's technology and standards, it still needs a large number of imports. Taiwan, Japan, South Korea, the United States and Germany are the main sources of imports of industrial textiles in China, accounting for about 75% of total imports. The decline in imports also reflects the current domestic market demand.
The production of spunbond spunlace nonwovens for medical use is growing rapidly
Enterprises are optimistic about market demand, new production line investment plan
Health care textiles are closely related to people's daily life and health, and their needs depend on population, economic development level and social civilization. With the improvement of urbanization level and economic growth in China, the consumption of sanitary textiles in China is very large; China's huge population size and accelerating population aging ratio have opened up a huge market for medical and health textiles. At the same time, in the global market, China is a major exporter of medical and health textiles, and exports account for a large proportion of industry production.
In the first quarter, the output of spunbond and spunlace no
nwovens for the medical and textile market co
ntinued to grow at a high rate, and there were many new production line investment plans. Enterprises are generally optimistic a
bout the industry's prospects. In terms of exports, the export value of medical and sanitary textiles in the first quarter was US$ 812 million, an increase of 13.86%. Among them, the export volume of traditio
nal cotton wool, gauze and bandage products declined slightly, instead of woven diaper
s, Sanitary napkin
s and Disposable protective clothing has grown by a large margin.
Pengchang Town, Xiantao City, Hubei Province is the main place for the production of medical and health textiles in China. In the first quarter, the output of various types of non-woven fabrics and products reached 100,000 tons, and the sales revenue was 3.27 billion yuan. The cloth production line has maintained a good momentum of development.
Vehicle sales revenue increased by about 8%
Automotive lightweighting trends increase textile consumption
The production and sales volume of passenger cars in China in the first quarter were 6.2.16 million and 6.153 million, respectively, up 5.26% and 3.90% year-on-year, and the growth rate decreased compared with the same period of last year. In the first quarter, the sales revenue of China's transportation textile production enterprises increased by about 8%.
Compared with the rapid growth in previous years, the development of China's automobile industry has been relatively stable, and the restrictions on purchases in large cities have also produced some adverse effects, but the future development of textile enterprises supporting the automobile industry will remain more optimistic. New energy and light weight are the development trend of automobiles. Textile materials have the advantages of light weight, high strength and low cost. The textile volume consumed by a single car will grow in the future.
Road construction fixed investment increased by 15.2% year-on-year
Industry boom is greatly affected by infrastructure construction
Infrastructure engineering is the main application area of geotextiles. In the first quarter, China's railway, highway and waterway completed fixed assets investment of 320.5 billion yuan, a year-on-year increase of 15.2%. In terms of water conservancy construction, the main project of the South-to-North Water Diversion Project was completed, and large-scale purchase orders were reduced. Newly opened application areas such as landfill, tailings treatment, oil exploration, industrial anti-seepage and ecological slope protection are affected by the economic environment, and the investment growth rate of application enterprises in the field of environmental engineering will also slow down. Geotechnical materials companies are actively exploring new application areas. The first quarter was basically the same as that of the same period of last year. With the commencement of the planned infrastructure construction projects, the industry is expected to improve throughout the year.
Filtration and separation products in the first quarter growth rate of more than 15%
Atmospheric treatment in the cement industry has greatly driven bag dust removal
Affected by environmental protection policies, China's filtration and separation textiles continued to grow rapidly in the first quarter, with a growth rate of more than 15%.
The "Cement Industry Air Pollutant Emission Standard" will be fully implemented on July 1 this year. The particulate matter emission limit will be tightened to 30mg/m3 and 20mg/m3. In order to meet the new emission standards, a large number of cement plant environmental protection facilities need to be upgraded. According to estimates, the transformation cost of the cement industry to implement the new standard reached 10 billion yuan, and the annual operating cost was 5.4 billion yuan, which brought great development opportunities to the bag dust removal industry. The thermal power generation industry and the steel industry are also important growth points for bag dust removal. At the same time, the dust filter bag is a consumable item. With the expansion of the application scope of bag dust removal technology, the periodic replacement also provides a relatively stable order for the industry.
In the liquid filtration market, with the maturity and cost reduction of membrane technology, the application in the field of sewage treatment is also expanding, and there will be a very large room for growth in the future.
High-structure adjustment to enhance the competitiveness of internal and external markets
It is estimated that the industry will maintain a growth rate of around 10% throughout the year.
Industrial textiles are an important direction and new growth point for the structural adjustment of the textile industry. Under the new normal, there will be better development opportunities. The industry is shifting to a highly structured adjustment characterized by technology, talent, brand and sustainable development, which will greatly enhance the industry's competitiveness in domestic and foreign markets.
There are a wide range of industrial textiles and diverse needs. The domestic market is the biggest driving force for the development of the industrial textile industry. With the acceleration of urbanization construction and the implementation of economic stimulus policies, the state will continue to increase investment in infrastructure construction, environmental governance, health care, security protection, and national defense military, and will release a larger domestic demand market. It provides a broad space for the rapid development of the industrial textile industry and the growth of key enterprises. However, the slowdown in demand growth in some areas will put greater pressure on the operation of enterprises. Enterprises need to solve these challenges through technological innovation, industrial chain extension and related diversification.
The world economy is undergoing deep adjustment, the US economic situation is better, and Japan and the EU are not motivated to recover, and uncertainties are increasing. Demand growth in emerging markets such as ASEAN and Africa is relatively strong. The increase in the textile export tax rebate rate will also stimulate exports to a certain extent. However, the decline in the prices of commodities such as oil and the fluctuations in the exchange rates of major currencies will bring certain uncertainty to the export situation of the industry. Overall, the export of industrial textiles will continue to maintain steady growth.
Investment will maintain high growth. The newly started projects in 2014 will maintain rapid growth and these projects will continue to be built in 2015. As companies accelerate their pace of upgrading to adapt to the ever-higher market demand, investment in high-performance equipment and technological transformation will continue to increase.
In summary, in 2015, the domestic demand market for the industrial textile industry will grow rapidly, the external demand market will recover, and the scientific and technological progress will promote the development of the industry. The industry is still in a steady and rapid development stage, while the industrial structure The pace of adjustment will continue to accelerate.
It is estimated that the industry's total industrial output value, sales revenue, total profit and output of major products will maintain a growth rate of around 10% and good economic returns.