Ladies and gentlemen, friends, ladies and gentlemen:
Today from the many enterprises of textile industry chain upstream and downstream, the central government departments, various professional associations, industry organizations in the key areas, the industrial cluster, and financial institutions, news media representatives gathered in Shanghai, the textile industry in the new situation how to accelerate the global layout for further communication and discussion. This is the June 2013 held in Beijing in the textile industry after the exchange of "going out" and an important meeting. I, on behalf of China textile industry association on the arrival of the warm welcome and heartfelt thanks!
At present, profound changes of political and economic environment at home and abroad. The world economy as a whole is still at the stage of the depth adjustment after the financial crisis era, but the performance is divided. Regain growth momentum in the United States, the European Union, Japan is stagnant, a large number of emerging countries such as Brazil, Russia, South Africa was larger economic development, commodity prices are low, the exchange rate fluctuation is bigger. Growth in domestic economy farewell and enter the structure transformation, the innovation drive the new normal, in the old and the new kinetic energy conversion phase entities, including textiles, manufacturing face greater difficulties and downward pressure. At present, the domestic reforms comprehensive advancement at the same time, an innovative test free trade zone, the integration of the beijing-tianjin-hebei region and other major developed top-level design, especially the "area" focus on long-term development of major strategic since the fall of 2013 has a 2015 officially entered the comprehensively promote stage.
All the way around the conference to "' 'textile landscape" as the theme, is our country's textile industry to accelerate the global layout, the creation of new international competitive advantage facing the situation, opportunity and then explores its focus. To take this opportunity to talk about.
One, accelerate industrial multinational the layout of the situation is very urgent
Since China's reform and opening up, especially since China's accession to the WTO, China's textile industry to seize the opportunity and made great achievements, highly marketable basic completion of the textile industry chain, to become the world's textile investment, production, consumption and export the first power. China fiber processing amount of the world fiber proportion of the total, up from 10.7% in 1980 to more than 50% in 2014, the textile clothing export volume accounts for the proportion of the world also realize the historic growth, at 14.8% in 2000, rising to 30.3% in 2008, continue to rise to 37.4% in 2014.
But since the financial crisis at the same time, the industry faces increasingly severe challenges at home and abroad, the international competitive advantage and sustainable development power under threat.
Under the background of a total global demand growth, textile supply chain between the comparative advantage of competition.
According to Boston consulting report, over the past decade, China's Labour, rising energy costs and exchange rate appreciation weakened, including textiles, manufacturing lead. Textile clothing industry faces more total industrial worker shortages and rising cost of resources and environment constraints rigid real difficulties. Domestic policy at the same time, the cotton is improved, but state reserve cotton inventory and quality problem is still outstanding, the resulting uncertainty affect the stable running of the whole industry chain. A range of factors that led to a comprehensive cost rise objectively weakened our country textile industry's leading international comparative advantage. The period 2009-2014, for example, the average annual growth rate of Vietnam textile clothing export amount of 18.6%, more than 6% over the same period in China. Our country textile clothing of Japan imported from more than 80% market share quickly dropped to below 70% of last year.
The second is global trade policy changes are profoundly affected the reshaping of the global textile supply chain, regional trade agreements, such as the TPP will cause bigger challenge to my healthy development of the industry.
Since the doha round deadlock, the regional free trade agreement huge influence on the global trade in goods. As most two-way zero tariff products, for example, after the completion of the china-asean free trade area since 2010 to promote the textile and garment industry chain between China and asean countries, the depth of the fusion asean quickly surpassed Japan as the third largest export market. In view of the United States, Japan, the huge market capacity and the rules of origin "from yarn as", just ended ministerial talks and into the national legislative approval stage of the TPP to Vietnam and other countries of the cotton spinning, fabrics and clothing industry with a large number of new investment. In addition, the European Union, Japan, by adjusting the preferential national tariff policy and to countries such as Cambodia, myanmar, Vietnam textile and apparel products zero tariffs or pratt &whitney, speeding up the transfer part of the international order from China to these countries. McKinsey, a consultancy, a recent survey of 40 brand clothing company in the us and Europe, Bangladesh, Vietnam, India, myanmar and Turkey become clothing purchasing transfer destination. The advantages of these countries to be reckoned with.
Three is the world a new round of industrial revolution and the consumer revolution has just beginning, the breakthrough in China's textile industry value chain low-end urgent situation and tasks.
Represented by intelligent manufacturing breakthrough is opening a new round of industrial revolution. Germany, the United States and other developed industrial countries put forward the "industrial 4.0" and the "industrialization". A new generation of information fusion technology and the depth of the production chain, industrial robots, and the entire intelligent application scale, a breakthrough in the innovation and industrial organization process, industry competition pattern and global industrial competition facing major changes. At the same time, the terminal consumption level, the global one billion people of consumer demand toward the brand, vogue, individuation, and cost-effective, rapid increase of network consumption accounted, and the whole network combined with cloud computing and big data technology breakthrough, making the instant on demand to the huge amounts of information for research and development, production led and leading role has become increasingly prominent.
The efforts of the past few decades, which makes the current China's textile industry occupy the central position in the global supply chain of manufacturing, but in the world high quality raw material resources control, original design and aesthetic fashion leading ability, international brand and channel control of the textile garment industry value chain, we are still not strong enough. More notable is, we with the developed countries in the new round of industrial revolution are the core of hardware and software innovation and service application there is quite a distance. In recent years, on the other hand, represented by uniqlo overseas strong consumer fashion brand in the Chinese market to realize the large-scale channel construction, market penetration is very rapid, weakened the capital accumulation and the development of domestic clothing brand. The core competitiveness of textile industry in China is locked in the supply of manufacturing risks.
Second, the "area" strategy for textile industry layout and create a favorable international environment
In order to deal with many challenges, both at home and abroad to create a new international competitive advantage and sustainable development capacity, in recent years, our country textile industry international layout present accelerating trend. Many industry backbone enterprises in international allocation of resources mainly along two main lines: a common thread in industry of capital as the leading factor, through greenfield investment, cross-border cooperation in productivity layout, build a manufacturing base for "China + periphery" pattern, maintain and upgrade the lead in the global supply chain, such as represented by store, and waffer BaiLong east China cotton spinning industry has invested about 2 million spinning project in Vietnam; Another thread is industrial capital through foreign direct investment, mergers and acquisitions, the global resources of high quality raw material, design, innovation, brand and market channel resources for vertical extension and control, drive the industry as a whole to permeate the high value-added industry value chain. Such as the best cotton farms in Australia investment and merger and acquisition of multinational brands, fulida buy-outs Canada dissolving pulp company, youngor new horse and European Jin Sheng bought some assets, etc. On the whole, through the practice of overseas investment industry enterprise international operation ability achieve rapid ascension.
For the textile industry of foreign investment, is a very important year in 2015. "Area" major initiative since autumn 2013, released in March this year the drive and the silk road economic belt and the 21st century the vision and action of the Marine silk road "marked, all levels to promote implementation. "Area" strategy as a new generation of central collective leadership to make major political and economic decisions, and part of the textile and garment production transnational reset in correspondence with the historical process, to the enterprise better international layout provides a good opportunity.
One is in the key point and guide the overseas investment area at the same time, through the mutual benefit and cooperation between countries to build the top design and multiple protection for overseas investment.
"Area" all the way across the Eurasian, east Asia economic circle is active, a head of European economic circle is developed. And including China, across two big economic belt "around all the way along the" there are 65 countries, with a population of 4.4 billion, the GDP of $21 trillion, respectively 63%, 29% of the world, accounts for only a quarter of global trade volume to trade to promote economic development, economic development to stimulate trade growth is cycle has huge potential. "Area" all the way to promote the new asia-europe continental bridge, in Russia, China and central Asia, west Asia, China and Indochina China and India, Pakistan, Bangladesh and myanmar six international economic corridor construction, including China and Indochina is at present our country textile industry capital greenfield investment is concentrated, the remaining five international economic corridor, Pakistan, Bangladesh and myanmar and India and China - central Asia have mine industry multinational rich raw material resources and labor resources needed for the layout, and the textile and apparel industry of India, Pakistan, Bangladesh and more prosperous, these are all potential area of the sector to further foreign investment and key of nationality.
All the way in order to achieve the "area" grand goal, in May this year the central and the state council has issued two copies of highly relevant guidance document, respectively is "the central committee of the communist party of China, the state council on establishing a new system of the open economy several opinions and the state council on promoting the international production and equipment manufacturing cooperation guidance", the advantage industry encourages, such as textiles, train of thought of "going out", and to reform the management system, improve the convenience of foreign investment.
"Five" is the core content of "area". Communication is to build the important guarantee of the policy. Driven by national leaders personally this year, China has with Pakistan, kazakhstan and belarus signed the "area" all the way to build a package of key projects. Is foreseeable, key investment country will increase cooperation in the future. The Chinese government and the "area" all the way along the government will support more and more common endorsement overseas economic and trade cooperation zone, industrial park, which is beneficial to improve the efficiency of the ground textile enterprises, to reduce the cost of investment, form industrial agglomeration advantages. Along with China and bilateral investment protection agreement signed between countries and the avoidance of double taxation agreement, foreign investment in the area of the "area" the safety and profit flow will be more secure.
"Five" of the financing for enterprises in the national investment provides for preferential credit support along the opportunity, whether the export-import bank of China, China development bank and other policy Banks, or the industrial and commercial bank of China and other large commercial Banks, and the silk road fund ($40 billion), the Asian infrastructure investment bank ($100 billion), the brics development Banks, financial institutions, such as the sco development bank will be under the state support for "area" quality in construction projects to provide adequate capital support. As the yuan's "neighbourhood" all the way along the country gradually play area valuation, settlement and investment and financing currency functions, also will improve the domestic textile enterprises of foreign investment financial flexibility and convenience. In addition, the "five" hearts and minds of the common will by expanding talent communication, media cooperation, science and technology cooperation way, trying to reassure countries for China's capital into the doubts and questions, reduce the investment of political risk.
Numerous political, diplomatic and economic resources, will be for Chinese companies, including textiles, in the "area" all the way along the national investment to create safe and stable long-term economic geography environment as much as possible.
Two is to accelerate to create depth fusion of international and domestic market, multinational layout for the enterprise to provide all kinds of high-quality resources, the elements of the target market and its configuration security system.
"Five" the facilities in unicom and trade flow is crucial. Unicom will the facility by a large-scale armed based channel construction, the international goods circulation efficiency, greatly enhance the region to promote international transport facilitation, to reduce transaction costs. While oil, natural gas, electricity and other basic supply ability and pipeline construction, can also provide sufficient energy security along the country's manufacturing industry development.
At present the bilateral and multilateral free trade agreement negotiations are very active. If we look at the world trade map and ongoing important FTA negotiations, in a sense, "One Belt And One Road" regional market integration is in the United States in the Pacific region of the trans-pacific partnership agreement (TPP) and the United States - the European region of the transatlantic trade and investment partnership agreements (TTIP) through a strong response. "Area" trade flow will bring along more than 60 countries in view of the construction of free trade zone, upgrade for the China - asean free trade area, China - Pakistan fta upgrade, regional comprehensive economic partnership (RCEP), China - the GCC, the fta between China and Sri Lanka, and adjacent to the China, Japan and South Korea free trade area and so on are in the process of negotiating actively.
"Area" area of the fta package will not only solve the problem of investment and trade facilitation, more important is to create efficient, rules convergence integration large market, could significantly promote trade growth, for the textile industry in the area of manufacturing base and textile and garment, textile machinery market has had a profound impact on incremental. It is worth mentioning that "One Belt And One Road" will also promote the depth and breadth of domestic integration, through the traffic, communication, electric power, water conservancy and other infrastructure modernization and customs clearance system, such as integrated arrangement, accelerate the true effective and unified market.
At the same time, more to the point, with the implementation of the modernization of connectivity and large-scale infrastructure, regional financial capital, talent and labor, energy, raw materials and ordered, fast and free flow of products, will greatly improve the potential of textile supply chain in the area of efficiency, thus a single Chinese textile enterprises in different countries region of vertical integration of industrial chain management and the feasibility of multinational configuration will greatly increase.
Given the geopolitical competition and the complex national conditions, "One Belt And One Road" construction must not be smooth. As a creation of national wealth, solve the employment effect of the people's livelihood type industry, we have reason to believe that China's textile industry in the "area" all the way along the country's investment is expected to reap more benefits.
Third, during the period of "much starker choices-and graver consequences-in" industry needs to focus on a few key global layout
During the period of "much starker choices-and graver consequences-in", the industry needs to be global vision as a whole at home and abroad high quality resource allocation, strive to through the preliminary implementation of "going out" industrial chain of multinational integration and the improvement of the value chain. To achieve the above goals, to particularly attach importance to it and attention to the following points.
One is continue to remain cautious attitude, doing a feasibility study in the overseas distribution and risk prevention and control, and continuously enhance the core competence of the enterprise headquarters.
From Britain to Western Europe, southern Europe and the United States, and Japan, and then to Hong Kong, Taiwan and South Korea, to the mainland of China, the centre of the world's textile and apparel manufacturing experienced typical transfer process, transnational supply chain system more mature, with the economic globalization under the background of the established international trade practice and a more open trading environment are inseparable. At present, the WTO trade data confirmed that the "China and southeast Asia" manufacturing center position: from 2005 to 2013, Asian countries have accounted for the proportion of the world textile and clothing export amount rose to 47.1% from 47.1%, 48.3% and 47.1% respectively, the average annual growth rate are higher than the overall growth rate of 3%. And in the foreseeable period "China and south-east Asia" will continue to position in the center of the member of world textile apparel supply chain. The rest of Africa, South America and so on, the restrictive factors of industrialization is still outstanding, large-scale investment need to maintain a cautious attitude, full feasibility study.
Should be stressed that the "going out" and internationalization is the means, not the goal, is to enhance the core competitiveness and profitability for the enterprise and the service. Although "area" of countries along the strategy will be to a great extent, improve investment environment, enterprise should according to own actual situation and the strategic target, rational judgment and choose the direction of the international layout and rhythm. Especially in the case of mergers and acquisitions overseas investment due diligence to work, to the labor supply and potential costs, labor productivity, industrial, infrastructure, legal, and political risk, local operations, and many other factors as a whole, comprehensive cost calculation, pay attention to the investment destination real advantage into full play.
In addition, want to stress is the foundation of enterprise international layout is domestic core business continue to ascend. As the raw material supply problems gradually, especially a massive upgrade automation, intelligent and green production, China's textile industry on the one hand, can continue to rapidly improve the labor productivity, on the other hand can build more efficient supply of quick response system. It should be noted that in the era of intelligent manufacturing and "Internet +", China's textile and apparel industry of international comparative advantage conditions continue to improve. At the same time, our country textile materials, industrial products and among the position of the terminal consumer largest consumer and market growth potential is huge, is one of the important basic conditions continue to improve China's textile industry.
2 it is to face up to the gap with the international outstanding multinational enterprise, to improve global supply chain management and global brand operation ability.
We need to awake to realize, though the industry, focusing on the cotton spinning, knitting processing industry has a certain achievements in multinational productivity layout, but overseas mergers and acquisitions, particularly in terms of overseas mergers and acquisitions and brand output still has a lot worth studying lessons.
Apart from the domestic market, in the international trade in goods, the textile and apparel industry backbone enterprises will undoubtedly has become and will continue to become the global textile and apparel supply chain through the globalization of production on the core of quality products provider, and obtain the corresponding profits. But objectively we lack a batch of leading global brands, completely dominated and constructing transnational supply chain is given priority to with me and upland ecosystems occupy global industry value chain. In recent years, with the European Zara, H&M group and Japan's uniqlo as a representative of a batch of fast fashion group development rapidly, according to the 2015 Forbes global top 2015 enterprises, Zara, H&M and uniqlo's annual sales of $237, 223 and 13.6 billion respectively, the profit for the year reached 33, 29 and $730 million respectively, and the brand of a few important backbone enterprise in our country without closing the gap, but growing.
To cultivate China's textile industry own global brand, we also need to keep learning and improve the global allocation of resources and the ability to control quality. Especially in the maintenance of brand value and transmission, aesthetic world of creative resources, high quality raw materials and finished products manufacturing supply chain management, different country market to enter and management and, including human resources, finance, taxation, global basis to hard control operations. We hope that the backbone enterprise to China's huge domestic market as the backing, improve international competition in the domestic market brand operation ability and sustainable development, to grow into a global advantage enterprises practice internal work.
Three is the coordination of the industry to further cooperation, construction of China's textile and garment industrial park outside the appropriate area to explore.
As investment Banks and fund of the silk road and domestic policy, commercial Banks and other financial institutions in the countries along the "area" all the way to enter substantive operation, the massive infrastructure interconnectivity is imperative, the textile industry in our country key investment of southeast Asia, India and Pakistan and central Asia countries will quickly improve the level of infrastructure, improve the efficiency of logistics, the overall investment environment gets better. Given the key economic and trade cooperation zones is the international cooperation and capacity to build the main carrier of "area", ZhongFang league will actively play a role of bridge between the government and the enterprise bond, suitable for countries and regions, in the key economic corridor support my backbone enterprises alone or build special textile industrial park. Special zone will be more conducive to upstream and downstream of the industry and related supporting the agglomeration, improving operation efficiency and benefit, but also to strive for agreement between the sovereign state support, better to ensure the safety of enterprise overseas investment.
My dear friends, ladies and gentlemen, the textile industry as closely related to human survival never ending foundational industry, consumers around the world yearn for a better life more prosperous times. China's textile and clothing industry has the ability, have more confidence, seize the historical opportunity, through global cooperation and high quality resources allocation capacity, better construction of textile science and technology power, brand power, to realize the sustainable development power and human resource development goals!
Thank you all!