纺织服装行业分析：2024下半年至2025上半年国内制造端订单将超越品牌端
核心观点：根据行业分析师预测，2024年下半年至2025年上半年，中国服装制造企业的订单增长将显著优于品牌端企业。
Key Insight: Industry analysts predict that from the second half of 2024 to the first half of 2025, order growth for Chinese apparel manufacturers will significantly outperform that of brand companies.
近期纺织服装行业出现重要产能转移趋势：
Recent important production capacity shifts in the textile and apparel industry:
• 孟加拉国近五年成衣出口规模约300亿美元，但随着当地工厂陆续停产，国际品牌正加速产能转移
• Bangladesh's apparel exports totaled approximately $30 billion over the past five years, but with local factories shutting down, international brands are accelerating production relocation
• 阿迪达斯、优衣库等国际品牌将产能向中国、柬埔寨、越南和印尼等地区转移
• International brands like Adidas and Uniqlo are shifting production to China, Cambodia, Vietnam and Indonesia
中国服装制造业的竞争优势：
Competitive advantages of China's apparel manufacturing:
1. 供应链效率更高：相比其他国家，中国拥有更完善的供应链体系
1. Higher supply chain efficiency: Compared to other countries, China has a more complete supply chain system
2. 产能布局完善：生产基地分布合理，受孟加拉产能波动影响较小
2. Comprehensive production capacity layout: Reasonable distribution of production bases makes it less affected by Bangladesh's production fluctuations
数据趋势：自2024年7月起，国内服装制造企业订单数实现稳定同比增长，预计这一趋势将在2024下半年至2025上半年持续强化。
Data Trend: Since July 2024, domestic apparel manufacturers have achieved stable year-on-year order growth, a trend expected to strengthen through H2 2024 to H1 2025.
行业影响：这一产能转移趋势将为中国服装制造企业带来持续的业务增长机会，建议关注具有国际产能承接能力的优质制造企业。
Industry Impact: This production shift will create sustained business growth opportunities for Chinese apparel manufacturers. Investors should focus on quality manufacturers with international production capacity.
