Near the end of the year, for some clothing companies with two legs walking inside and outside, despite the rapid growth of export orders this year, due to rising raw materials and labor costs, coupled with exchange rate fluctuations, there is almost no profit for a busy year, profit The increase is mainly driven by the domestic market.

Wang Yisheng, the person in charge of Lotte Children's Wear, said in an interview with the “First Financial Daily” yesterday that the export orders have basically stopped, and they are ready to take orders after the Spring Festival, while the domestically sold clothing is still in production and processing.

“The channels are different. The pressure on the domestic and international markets to digest costs is also different. This year’s domestic sales performance is not bad. We have mastered the domestic brand terminal sales channels. Through various methods such as design, launching new models and promotions, we can basically absorb the rising cost of cotton and other costs. For example, the price of children's wear for domestic brands has generally increased by 20% to 30%. In the sales process, occasionally a promotion of toys is provided to promote consumers' acceptance of price increases. The export OEMs are short in the industrial chain. Once the price is raised, the customer may reduce the purchase amount, and it is difficult to attach other products due to long-distance transportation, and the promotion mode cannot be used. The price increase is slightly larger in the previous paragraph due to the surge in cotton prices, and overseas customers will purchase immediately. Orders are reduced by at least 20%." Wang Yisheng said.

Lin Xia Nan, deputy general manager of Guangzhou Wenhua Down Products Co., Ltd. also reflected that winter is the peak of down jacket sales. Although it has not been long for domestic sales, brand sales have grown rapidly. Domestic sales have accounted for about 10% of the company's sales performance. Will rise to 30%. In the case of a significant increase in the cost of labor and raw materials, coupled with the difficulty of recruiting workers, the company voluntarily gave up some large-scale export cheap orders, basically no orders from middlemen, and gradually withdraw from large overseas purchases such as Wal-Mart and Bufeng Lotus. The customer's supply system has been transferred to orders for international high-end brands such as Max&Co, PENNYBLACK, Juicy Couture, DVF, etc. Although these brands have smaller orders for down jackets, one is generally sold in the US and Europe for several hundred dollars or even thousands of dollars. The requirements for the foundry are extremely high, and at the same time give the factory a large profit margin, which is one of the ways to effectively reduce the current cost pressure for Wenhua Down.

According to statistics from the customs, the export of clothing from January to November this year was US$116.94 billion, an increase of 21.2%, 1.7 percentage points higher than the previous 10 months. According to the monitoring data of the China National Business Information Center, the retail sales of apparels of 100 large-scale retail enterprises nationwide increased by 28.6% year-on-year in October, 6.1 percentage points higher than that in September. The domestic apparel market showed a good growth trend and retail sales. Rapid growth year on year.

Wang Qianjin, a senior analyst at the First Textile Network, said that this year, the growth rate of domestic apparel sales is obviously higher than that of exports. The gap between the growth rates of the two markets is likely to widen further.

Wang Qiang said that the growth rate of garment exports this year mainly includes several reasons such as the recovery of the international economy, the low base last year and the rebound of export prices. However, there are many uncertainties in the export market, especially the exchange rate fluctuations will further weaken Chinese clothing. The competitiveness of exports, and the share of Chinese clothing in the international market has been very large, ranging from 30% to 40%. The upside is very limited. It is expected that China’s garment exports will slow down during the “Twelfth Five-Year Plan” period, with an average annual growth rate of 5 %~8%, while the domestic apparel market will be able to maintain double-digit growth, with an expected annual growth of around 15%.