2023年Q4中国纺织服装出口企稳回升原因分析
中国纺织品进出口商会最新数据显示,2023年第四季度我国纺织服装出口呈现企稳回升态势。其中中间品出口占比持续提升,为国际供应链合作和传统市场出口扩张提供了新动力。
According to the latest data from China Chamber of Commerce for Import & Export of Textiles, China's textile and apparel exports showed signs of stabilization and recovery in the fourth quarter of 2023. The proportion of intermediate goods exports continues to increase, providing new momentum for international supply chain cooperation and expansion of exports to traditional markets.
出口企稳的三大因素
Three Factors for Export Stabilization
1. 中间品出口回暖
纱线面料出口量连续四个月增长,四季度价格降幅收窄。对东盟出口纱线面料同比增长3.7%,实现自4月以来首次正增长。
1. Recovery in Intermediate Goods Exports
Yarn and fabric exports have grown for four consecutive months, with price declines narrowing in Q4. Exports to ASEAN increased by 3.7% year-on-year, achieving the first positive growth since April.
2. 政策支持
中央经济工作会议强调扩大高水平对外开放,加快培育外贸新动能,推动"一带一路"建设。
2. Policy Support
The Central Economic Work Conference emphasized expanding high-level opening-up, accelerating the cultivation of new foreign trade momentum, and promoting the Belt and Road Initiative.
3. 国际环境改善
美国经济复苏超预期,采购商库存持续消化,对我国中间品出口产生积极影响。
3. Improved International Environment
The U.S. economic recovery exceeded expectations, and continued inventory digestion by buyers is having a positive impact on China's intermediate goods exports.
11月进出口数据亮点
Highlights of November Import and Export Data
2023年11月,我国面料进出口总额56.5亿美元,同比增长0.5%,实现年内首次正增长。其中出口53.8亿美元(+0.4%),进口2.7亿美元(+1.5%)。
In November 2023, China's total fabric import and export volume reached $5.65 billion, a year-on-year increase of 0.5%, achieving the first positive growth of the year. Exports were $5.38 billion (+0.4%) and imports were $270 million (+1.5%).
区域市场表现
Regional Market Performance
亚洲市场主导:占面料出口总额的66.1%,前十大目标市场中占据8席。越南作为最大单一市场,占比15.8%。
Asian Market Dominance: Accounting for 66.1% of total fabric exports, with 8 of the top 10 destination markets. Vietnam is the largest single market, accounting for 15.8%.
出口省市分布:浙江、江苏、广东、山东和福建五大省份合计占比超85%,但各省出口均呈下降趋势。
Export Provincial Distribution: Zhejiang, Jiangsu, Guangdong, Shandong and Fujian account for more than 85% of total exports, but all provinces showed declining trends.
产品类别分析
Product Category Analysis
主要产品出口情况:
- 化纤机织物:256亿美元(-5.1%)
- 棉布:88.8亿美元(-19.1%)
- 丝机织物:3.5亿美元(-17.7%)
Major product export performance:
- Chemical fiber fabrics: $25.6 billion (-5.1%)
- Cotton fabrics: $8.88 billion (-19.1%)
- Silk fabrics: $350 million (-17.7%)