According to data from the Shanghai Aviation Stock Exchange, the latest Shanghai export container freight index continued to fall by 32.67 points to 4195.98 points from last week, showing a decline of 14 consecutive weeks, and the freight rate index is currently falling until August last year.

Since the beginning of the year, the world container index (WCI) compiled by the shipping consulting company Drewry has fallen by more than 16%.

The decline in three routes from Shanghai to Rotterdam, New York, and Los Angeles is significantly significant. Relative to the previous week, the freight rate of Shanghai-Rotterdam route fell $ 214/Feu to $ 10364/Feu. Feu, reached $ 8758/Feu. Since the beginning of the year, the two main routes from Shanghai to Los Angeles and Shanghai to New York have fallen 17%and 16%, respectively. The declines mainly appeared after March 10, and about 13%were severely frustrated.

Starting from mid -March, some domestic cities have implemented a series of blockade measures, of which Shanghai is the strictest. These blockade measures directly lead to obstruction of logistics and decreased end user demand. Many downstream manufacturers have to reduce output due to insufficient raw material supply and difficulty in supply chain interruption.

The textile industry is a typical example. Most of the domestic textile production and processing plants are located in Zhejiang and Jiangsu Province. These two provinces are adjacent to Shanghai, and Shanghai is currently a new center. As a result, the production chain has been weak and the inventory has caused the overall industrial chain with textile companies. From the perspective of Shanghai, although some industry manufacturers have resumed work and re -production from late April with government support, we believe that not all demand losses can be recovered.

Unable to purchase goods from China

Vietnamese textile and clothing factory faces the shortage of raw materials and stagnation of orders

On the other hand, due to China's epidemic control, many factories in Vietnam face the shortage of raw materials and accessories, factories and warehouses are closed, truck delivery is slow, and container trucks are short.

Vietnamese leather, shoe and handbag associations (Lefaso) vice chairman and secretary -general emphasized "serious impact" when talking about the shortage of raw materials made in China. "China said that the shortcoming box of transportation of cargo transportation, and due to COVID-19 caused the factory to stop working, supply is scarce. Without production materials, the delivery progress of enterprises has slowed." Ms. Xuan explained.

Ms. Ton Nu Cat NGOC, CEO of Ty Company (HCMC), said that the increase in orders for clothing companies is now increasing because some buyers have gradually transferred orders from China to other countries in the region. Southeast Asia, including Vietnam, does not guarantee that there is no worries.

"China is a large-scale import market for various raw materials and auxiliary materials exporting the textile and apparel industry. They stop the production to fight against COVID-19, which means that the global supply chain continues to be disturbed. If we can find another source of supply to buy, then the unit price of the investment is invested. It will also be much higher, so the profit cannot make up for the efforts to pay. "

DAP CAU GARMENT JOINT TORPORTION specializes in clothing processing in large markets, and up to 80% of the raw materials and accessories imported from China to meet customer requirements.

Mr. NGUYEN DUC THANG said that many raw materials were transported from Shanghai's port, so the whole month was very slow or did not return. "For orders without enough materials, we are re -negotiating delivery time, but we cannot delay too much, and companies will have to face many payment risks," THANG said.

Repeated consumption of the epidemic

62 clothing home textile brands reached 3865 last year

The GDP target set in 2022 was set at 5.5%in March. This goal has previously higher than some economists expectations. Therefore, with the gradual lifting of blockade measures in China, we expect to launch a series of economic stimulus policies to achieve this year's GDP goals. However, we believe that this year's domestic terminal demand will not have a strong rebound. Different from 2020, the upstream and downstream costs have changed dramatically. Due to the disputes between Russia and Ukraine, the prices of crude oil and stones have risen significantly. Due to the rapid soaring cost of raw materials and high inflation, some terminal demand is weakening.

In recent years, with the great pressure of the macroeconomic downward, coupled with the continuous influence of the epidemic on offline consumption, the risk of sluggish terminal consumption, the weak consumption has led to the sales of many brand shoe and clothing companies lower than expected, which leads to the overall overall Operating income and profit growth have declined, and in the case of weak consumption, the expansion of stores of relevant listed companies has continued to shrink, and the development of new brands has also been seriously affected.

According to monitoring data, in 2021, 62 domestic brand shoe and clothing and home textile listed companies achieved a total operating income of 255.603 billion yuan, an increase of 16.107 billion yuan compared with 239.496 billion yuan in the same period last year. Compared with 29.855 billion yuan in the same period last year, it increased slightly by 1.036 billion yuan. The total number of stores was 119,672, a decrease of 3865 compared with 123,537 in the same period last year.

Fang Securities analyst Shi Hongmei previously said that the multi -point frequency frequency of the national epidemic since March has a significant negative impact on brand clothing terminal consumption. On the one hand, strict epidemic prevention measures have greatly slowed down or passenger flow of many key areas. On the other hand, e -commerce, which plays an important role in the epidemic in 2020, is also subject to the current logistics timeliness, and has a certain discount on sales transactions and shopping experience. Recently, the weak trend of consumption as a whole is also reflecting this cautious and pessimistic expectations.

Under the impact of the epidemic, it is expected that most of the company's performance in the first quarter of the company's performance is under pressure. Under the fixed expenses of personnel costs, rent, depreciation amortization and other fixed expenses, the profit growth rate is expected to be significantly lower than the income end. Control, the terminal consumption in May-June is expected to usher in a significant rebound, but the final progress still depends on the development of the epidemic.

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