China's competitiveness in industrial textiles has steadily increased
"Self-strength - the mouthpiece of Chinese industry."
In people’s daily impressions, the textile industry is more related to “clothing”. However, industrial textiles are more closely related to medical and health care, geotechnical buildings, transportation vehicles, filter dust removal, and security protection. Industry impact.
The data released by the China Industrial Textiles Association recently showed that China’s industrial textile industry has ensured the sustained and stable development of the industry through technological innovation and refined management, and the investment in fixed assets has maintained a rapid growth. The quality of operations has maintained a good level, and exports have reversed. In recent years, low-speed growth has even declined.
At present, China's industrial textiles are not only the world's largest in terms of scale, but also have made great progress in professional personnel training, special equipment and raw material protection, etc., and in terms of scientific and technological innovation, new product development, refined management and product quality. The gap between developed countries has gradually narrowed, and many achievements have been achieved in smart manufacturing and green manufacturing. The strength of key enterprises has grown, and products not only meet domestic needs, but also have strong competitiveness in the world, and companies have full confidence in their development. It laid a solid foundation for the development of the industry.
Medical and health textiles grow steadily
Medical and sanitary textiles are widely used in the industrial textiles industry. From the perspective of disposable sanitary products, the market for women's sanitary napkins is relatively mature and has a high penetration rate. It also maintains natural growth every year. The growth rate is about 5%, and the quality of products continues to grow toward high levels. Baby diapers are still a market with rapid growth. The growth rate is about 15%. The industry continues to innovate in terms of core absorption, product design, etc. The Chinese market has been able to lead the innovation and development of the global diaper industry; and adult incontinence products are still in the market cultivation period, with great potential. The growth rate exceeds 30%. However, to achieve a breakthrough, the level of economic development, consumption habits, and related national policies should be used together. This will be a relatively long-term process.
Wiping products (dry towels and wipes) is another high-growth market with a growth rate of more than 10%. In particular, as the economic conditions improve and the pace of life accelerates, the scope of application and use of disposable wiping products will continue to expand. In 2017, the investment and production of spunlace nonwovens and spunbonded nonwovens for sanitary materials continued to grow at a high rate. China's sanitary materials also actively explored overseas markets. In 2017, the export value of diapers and sanitary napkins reached 1.607 billion U.S. dollars, an increase of 5.41% year-on-year, of which adult incontinence goods exports reached 240 million U.S. dollars.
The development of the medical textile industry is relatively stable, and the degree of concentration of the industry is relatively high. The proportion of the export of the industry is relatively large. In 2017, China exported 893 million US dollars worth of protective clothing for disposable nonwoven fabrics, an increase of 8.77% year-on-year. Medical dressings such as gauze and bandages totaled 769 million US dollars, a year-on-year increase of 0.61%. Due to the factors of China's medical insurance policy and product certification system, the proportion of disposable medical textiles used in hospitals in China is not high, and the products are mainly produced in the form of OEMs and exported abroad.
According to the association's research on key enterprises in the field, the company's main business income and total profit increased by 15.55% and 16.23% in 2017, respectively, and the profit rate was basically the same as that of the same period of last year.
Demand for geotechnical and construction textiles
The market for geotextiles and construction textiles is closely related to the country’s infrastructure construction. In 2017, the investment in fixed assets of the railway industry in China completed 800.1 billion yuan, 35 new projects were started, and the new investment scale was 356 billion yuan. The accumulated investment in highway construction reached 211.65 billion yuan, a year-on-year increase of 17.7%, and the implementation of water conservancy investment was 717.6 billion yuan. Create a new record high.
The country’s huge investment in fixed assets and the advancement of the “Belt and Road Initiative” have made China's geotechnical and architectural textiles industries develop rapidly. Due to the relatively sufficient demand, the company's orders are full, and key enterprises are still actively expanding advanced production capacity. According to the survey and calculation of the backbone enterprises by the association, the main business income and total profit of the industry in 2017 increased by 15.06% and 12.54%, respectively.
Although the overall development of the industry is relatively good, due to the impact of the national environmental protection policy, the production of small enterprises within the industry is affected. In the long run, with the adjustment of national engineering bidding policies and improvement of engineering projects on geotechnical materials performance indicators, small companies with weak product development capabilities and low quality control levels will face greater pressure for upgrades.
High concentration of textile textile industry
Textile textiles are a relatively fast growing field in industrial textiles. First of all, the auto industry still maintained a certain growth. In 2017, China’s auto production was 29,015,400 units, an increase of 3.19% year-on-year, of which the growth rate of SUVs and commercial vehicles was 13.81% and 13.95% respectively, and the output of new energy vehicles increased by 53%. China has become the world's largest car producer. Secondly, compared with traditional materials, textile materials have strong advantages in terms of weight, sound insulation, comfort performance, and environmental performance. The trend of replacing traditional materials is obvious. Thirdly, the application of new textile materials in vehicles is expanding. For example, microfiber materials are being more widely used in car seats, door panels, etc., and high-performance fiber composite materials are gradually used in new energy vehicles. As technology matures and costs are reduced, the use of fiber composites in automobiles will become more widespread. In addition to automobiles, the application of textile materials in high-speed rail and aircraft is also expanding, including not only traditional seat fabrics but also new honeycomb materials, door panel materials, and filter materials.
It is more difficult for transport textile companies to enter the supply chain of auto companies and the cycle is longer. Therefore, the size of companies in the industry is generally large and the degree of industrial concentration is high. However, with the development of domestic auto companies, there are also some smaller supporting companies in the industry. According to the statistics of the association, in 2017, the main business income of the backbone enterprises increased by 8.75%, and the total profit was basically the same as last year.
Textiles for filtration and separation are expected to grow rapidly
In 2017, the state intensified efforts to improve the atmospheric environment, and China’s air quality has improved significantly. Filtration and separation textile companies have played an important role, and the industry has ushered in a rare opportunity for development. In 2017, the emission standards for air pollutants in the industrial sector were revised again. A new round of environmental improvement and improvement of enterprises is emerging. The concentration of soot and dust less than 10 mg/Nm3 has gradually become normal.
Bag type dust removal has the characteristics of efficient purification of fine particles, wide range of processing air volume, and small influence of dust properties. Bag filter has become the mainstream dust removal equipment, and its industrial application is very extensive. The application ratio has been rising year by year. The reality shows that the bag filter has gradually become the mainstream equipment for the efficient purification of particulate matter. The bag type dust removal has become the main force in China to achieve ultra-low emissions and upgrade the standard. In terms of water filtration, benefiting from the increase in environmental protection requirements, woven filter fabrics have also developed rapidly in 2017, and the export value has reached US$129 million. According to the survey conducted by the association, the main business income and total profit of backbone enterprises in 2017 increased by 21.97% and 13.95%, respectively, and the profit rate was about 10%. Jiangsu Suining and Zhejiang Tiantai are important textile and separation textile industrial agglomerations in China. In 2017, the growth rate of production, sales and profit of filter materials in both places was above 10%.
Filtration and separation textiles are industrial consumables. National environmental protection requirements will maintain relatively high standards. It is expected that the industry will continue to maintain rapid growth. China has established a complete industrial chain from high-performance fibers to engineering services in this field, and it is highly competitive. However, market competition is not standardized. In particular, a large amount of accounts receivable has had an adverse effect on the development of the industry.
Structural reinforcement textile applications to be expanded
At present, China has become the world's largest and fastest growing market for wind power generation, and offshore wind power has achieved rapid development. According to statistics, in 2017, China added 15.3 million kilowatts of grid-connected wind power, and cumulative grid-connected installed capacity reached 164 million kilowatts, accounting for 9.2% of total installed power generation capacity. Due to changes in policy, the newly installed capacity of wind power in China has continued to decline since 2015, but due to the increase in average stand-alone power, the use of glass fiber and carbon fiber has remained at a relatively high level.
With the technological progress of domestic carbon fiber, China's carbon fiber composite material industry has also achieved rapid development. However, compared with developed countries, applications are mainly concentrated in the field of sports and leisure products, and now they are gradually being applied to transport and applied in aviation. Very little. According to customs data, in 2017, China exported 1984 tons of carbon fiber and products, and the export value was 74.92 million US dollars, an increase of 7.96% and 21.13% respectively over the same period of last year, while the amount of imports during the same period reached US$435 million, a year-on-year increase of 4.15%.
Safety textile textiles innovation breakthrough
The market for safety protection textiles in China is very large. Front-line workers in the fields of fire protection, petroleum and petrochemicals, coal, and steel and metallurgy all need high-quality products to ensure occupational safety. With the deepening of the people-oriented concept and the improvement of related safety production regulations, the development of the national emergency industry and the promotion of military-civilian integration strategy, the development of the security field has received more and more attention, but compared with medical textiles, filtration and Separation of textiles and other rapidly developing areas has slowed the pace of development in this area. On the one hand, it is related to the industry's own technology and products. China has made great breakthroughs in the development of various types of flame-retardant, cut-resistant, anti-static special fibers and fabrics, but subject to standards, testing and certification, the high-end market in this area, such as some special conditions protection products also Need to purchase multinational products. Compared with giants such as DuPont, 3M, and Honeywell, China's enterprises are small in scale and have weak innovation capabilities. The gap between basic R&D and product development is relatively large. On the other hand, standards in the area of security protection are lagging behind, and procurement policies with low bid prices have also limited the application of new products and technologies to a certain extent, and cannot effectively protect workers.
According to the survey conducted by the association, in 2017, the main business income and total profit of key enterprises increased by 6.42% and 13.90%, respectively.
In 2018, China's industrial textile industry is facing a relatively favorable environment. First, China’s economy and society will continue to maintain healthy and stable development. The GDP growth rate is expected to reach 6.5%; the state attaches importance to the development of the real economy, deepens the structural reforms on the supply side, vigorously reduces taxes and fees, and strongly encourages technological innovation. The development environment faced by manufacturing enterprises is more optimized; national income continues to grow, the gap between urban and rural areas shrinks, and military-civilian integration advances further; the country will continue to increase investment in environmental protection, infrastructure construction, new energy, etc., and domestic demand for major products of the industry The market will continue to maintain rapid growth. The global economy continues to recover. The demand for industrial textiles in developed markets in Europe and the United States continues to grow at a moderate pace. Countries and regions along the “Belt and Road” initiative have a one-time use for sanitary materials, non-woven fabrics, coated fabrics, geotextiles, and filter materials in China. Demand for strong superior products is strong.
It is expected that China's industrial textile industry will develop steadily in 2018, and the growth rate of production and sales will be slightly higher than the level in 2017. Exports will continue to maintain a high growth rate, profitability will be improved, and the growth rate of fixed asset investment may be improved. Will fall back.