2023年1-11月中国服装出口数据分析:韧性显现,新兴市场与欧美需求分化
核心数据速览:中国纺织品进出口商会最新数据显示,2023年1-11月我国服装(含衣着附件)累计出口1442.2亿美元,同比微降0.2%,降幅持续收窄。其中11月单月出口130.2亿美元,同比增长4.3%,延续10月以来的回升态势。
Key Data Snapshot: According to the latest data from China Chamber of Commerce for Import & Export of Textiles, China's apparel exports (including clothing accessories) totaled $144.22 billion from January to November 2023, a slight decrease of 0.2% year-on-year, with the decline continuing to narrow. Exports in November alone reached $13.02 billion, up 4.3% year-on-year, maintaining the recovery trend since October.
一、出口结构分析 | Export Structure Analysis
1. 品类表现分化:针织服装出口663.5亿美元(+3.6%),梭织服装587.7亿美元(-4.2%)。两类产品出口量均增长超12%,但价格持续下跌,其中梭织服装价格跌幅达15.5%。
1. Category Performance Divergence: Knitted apparel exports reached $66.35 billion (+3.6%), while woven apparel exports were $58.77 billion (-4.2%). Both categories saw export volume growth exceeding 12%, but prices continued to decline, with woven apparel prices dropping by 15.5%.
2. 细分产品趋势:衬衫、内衣类表现亮眼,针织T恤衫出口激增23.8%;而外套类产品下滑明显,大衣/防寒服出口下降17%。
2. Subcategory Trends: Shirts and underwear performed well, with knitted T-shirt exports surging 23.8%; while outerwear declined significantly, with coats/cold weather apparel exports down 17%.
二、区域市场表现 | Regional Market Performance
1. 传统市场回暖:对美欧出口显著回升,其中美国市场增长7.3%(占比22.8%),欧盟增长3.8%(占比17.5%)。四季度欧美补库存推动进口大幅增长。
1. Traditional Markets Rebound: Exports to the US and EU rebounded significantly, with the US market growing 7.3% (22.8% share) and the EU growing 3.8% (17.5% share). Inventory replenishment in Europe and America drove substantial import growth in Q4.
2. 新兴市场调整:对"一带一路"国家出口604亿美元(-4.8%),占比降至41.9%。其中俄罗斯市场下降10.6%,但拉美市场增长8.7%(墨西哥+20.4%)。
2. Emerging Markets Adjustment: Exports to Belt and Road countries were $60.4 billion (-4.8%), with share dropping to 41.9%. The Russian market fell 10.6%, but Latin America grew 8.7% (Mexico +20.4%).
三、国内区域格局 | Domestic Regional Pattern
东部沿海主导:浙江(337.3亿美元,+6.8%)、江苏(189.1亿,+3.8%)等传统出口大省稳健增长,其中浙江占全国份额达23%。广东、福建分别下降3.7%和3.3%。
Eastern Coastal Dominance: Traditional export powerhouses like Zhejiang ($33.73 billion, +6.8%) and Jiangsu ($18.91 billion, +3.8%) showed steady growth, with Zhejiang accounting for 23% of national share. Guangdong and Fujian fell 3.7% and 3.3% respectively.
四、国际竞争态势 | International Competitive Landscape
亚洲竞争者:1-10月越南服装出口增长4.7%,印度增长7.4%,显示区域供应链多元化趋势持续。但中国仍保持规模优势,出口额是越南的5.3倍。
Asian Competitors: Vietnam's apparel exports grew 4.7% and India's grew 7.4% from January to October, showing continued regional supply chain diversification. However, China maintains scale advantages, with export value 5.3 times that of Vietnam.
五、2024年展望 | 2024 Outlook
挑战与机遇并存:美国大选带来的关税政策不确定性是主要风险,但全球经济复苏、中国稳外贸政策加码将形成支撑。预计全年服装出口将呈现"前低后高"走势。
Challenges and Opportunities: Uncertainty from US election tariff policies is the main risk, but global economic recovery and China's strengthened foreign trade policies will provide support. Full-year apparel exports are expected to show a "low first, high later" trend.
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