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Newsletter: December 2007
NCTO – China is Textile Industry’s
Superpower
On 30 October 2007,
NCTO (The US National Council Of Textile Organizations) detailed 73
subsidies which the Chinese government offers to its surging textile
industry and urged US Congress to pass meaningful currency legislation,
among other steps.
Regarding the 73
subsidies, NCTO stated that 24 of those subsidies contained illegal export
requirements, 16 are subsidies for technology upgrades and research and
development, 11 offer income tax reductions or holidays while eight
subsidize loan costs or offer loan forgiveness. Other subsidies include land
grants, lower utility costs, brand development grants, VAT exemptions, raw
material rebates and worker benefit exemptions.
NCTO noted that with
massive amount of government financial support, China’s textile industry is
now growing so quickly that within five years it would employ more people
than the entire U.S. manufacturing complex. Among the key facts NCTO
related:
Size of China’s
Textile and Apparel Export Sector
• China is a
superpower, the likes of which the world has never seen before.
With four times the
size of any other country’s exports, China’s textile and apparel exports are
growing at an annual rate of 20 percent.
• China’s $12 billion
gain in apparel exports in 2005 was greater than total exports of 46 of the
top 50 apparel exporters in the world.
• China’s textile
industry has invested $85 billion during the last ten years, with the
biggest increases coming in 2006 and 2007.
At current trends,
China will surpass 50 percent of the world trade in apparel within the next
four years. Today, China exports nearly four times as much apparel as the
next largest exporter (the EU) and that gap is widening rapidly.
During the last ten
years, the Chinese textile sector has purchased 65 percent of all knitting
machines, 62 percent of all weaving machines and 46 percent of all spinning
machines sold in the world. To put this in another context, Chinese
manufacturers buy an average of ten times more knitting, weaving and
spinning machines than their next largest competitor.
Resulting Chinese
growth has been stupendous. Chinese textile and apparel exports climbed 16%
in 2002, 28% in 2003, 21% in 2004, 21% in 2005 and 25% in 2006. Chinese
textile industry production and output statistics reflect the same dramatic
increases with capital assets, employment and sales up double digit and in
some cases (sales), triple digits.
Impact of Upcoming
U.S. and EU Safeguard
Removal
NCTO warned that with the
China safeguard
expiring soon in the U.S. and EU, textile and apparel producers around the
world are in jeopardy. NCTO noted if China merely follows past history, it
will take 65 percent of the U.S. and EU apparel markets once the remaining
safeguards are removed. In dollar terms, this means China will take $44
billion in export trade currently held by other countries.
These
quantitatively
safeguards cover roughly 50 percent of the apparel trade, including the big
“bread and butter” categories such as trousers, woven shirts, knit shirts,
underwear and t-shirts. These safeguards will be expiring soon - in 2008 in
the EU and in 2009 in the United States.
In
the US, China’s share in apparel categories
that have been removed from quota for more than three years has increased
from 19 percent to 65 percent. Chinese exports in these categories have
increased by 436 percent in just the past five years. These categories
include a wide range of apparel products, including children’s clothes,
gloves, pajamas, ties, winter jackets and silk and linen clothing.
In
apparel categories where quotas were removed in 2005, China’s share has
increased at a similar pace, rising from 15 percent to 52 percent during the
last two and half years and is continuing to increase. These categories
include an even wider variety of products, including cotton and man-made
fiber dresses, coats, skirts, blouses, nightwear and all wool apparel except
suits and trousers. At current trends,
China’s
market share will hit 66 percent sometime in 2009.
China’s share in the EU
non-safeguard categories is similar. China’s share of the EU market in
apparel categories that have been quota free for more than three years
increased from 25 percent to 66 percent from 2001 to 2006. China’s exports
in these categories increased by 404 percent. In apparel categories where
quotas were removed in 2005,
China’s
share has increased from 24 percent in 2004 to 41 percent in 2006 and is
projected to hit 50 percent in 2007. If current trends continue, China’s
market share will hit approximately 66 percent sometime in 2009.
According to UN trade
figures, in
Japan and Australia,
China’s share of their apparel market is an astonishing 89 percent. This
poses the very real possibility that over time China could eventually take
an even larger share of the
U.S.
and EU and establish a virtually monopoly in the world’s two largest
consumer markets for these products.
At a 65 percent share
of the U.S. and EU markets, China will be positioned to increase its apparel
exports by nearly $45 billion over a five-year time frame.
Logically, these
enormous Chinese increases mean equally enormous decreases by other
exporters. These “donor” countries are already known: the major suppliers in
the Western Hemisphere (Mexico, the CAFTA countries, the Andean countries),
the AGOA countries and a large number of Asian exporters (particularly
Pakistan, Sri Lanka, Korea, the Philippines and Indonesia). In addition,
recently created preference zones for Egypt, the Gaza Strip and Jordan will
come under severe threat. |