Gong Zhen: Japanese People'S Clothing Consumption Demand Will Be Stimulated And Further Stimulated After Disaster Reconstruction.
The near future,
Japan earthquake
The news and reports are everywhere, and the impact on society is also very large.
The Japanese people are crazy about buying necessities for life. China has been buying salt iodine crazily. Americans are buying iodine tablets vigorously.
Japan's earthquake is bound to have a certain impact on the Japanese economy, and other countries will be implicated.
I think what the industry is most concerned about is its impact on China's textile and garment industry.
In 2010, China's textile and apparel exports to Japan amounted to US $21 billion 258 million, accounting for 10.7% of total industry exports.
Textile and clothing consumption in Japan
As a result of global 3-5%, short-term fluctuations will not have a significant impact on the demand side of the industry.
The orders received (delivery in the next 2-3 months) are not affected.
Soon after the earthquake, companies were not yet affected by Japanese customers.
Order adjustment
Requirements.
The export orders for textile and garment industry are usually determined 2-3 months ahead of time. The credibility of Japanese customers is relatively high, and the possibility of cancelling the order is smaller.
However, some factories in China will not take the initiative to share the pressure and negotiate with Japanese customers.
Recently, Japan's energy supply is tight, and some retail stores are closed down. The consumption desire of the people in the disaster area may be reduced, and local clothing retailing will be negatively affected.
Demand for orders is likely to be weak in the coming months.
Clothes are necessities of life. When the Japanese people return to normal life, clothing consumption demand will resume and may be stimulated by post disaster reconstruction.
Therefore, in the medium to long term, the negative impact is small.
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