Main listed enterprises in the leather industry: at present, the relevant listed enterprises in the domestic leather industry include Aokang International (603001. SH), Anta sports (02020. HK), Li Ning (02331. HK), red dragonfly (603116. SH), Ninghai Picheng (605068. SH), shuangxiang Co., Ltd. (002395. SZ), etc.
The operating efficiency of enterprises in leather industry fluctuated and decreased
From the operating conditions of Enterprises above industrial scale, from 2015 to 2020, the overall sales revenue and total profit of Enterprises above industrial scale in China showed a trend of fluctuation and decline. In 2016, the sales revenue and total profit of Enterprises above industrial scale reached the highest, which were 1516.3 billion yuan and 98.81 billion yuan respectively. In 2020, the sales revenue and total profit of Enterprises above Designated Size in China's leather industry were 959.31 billion yuan and 53.79 billion yuan respectively, with a decrease of 19% and 33% respectively.
In 2021, the leather market gradually recovered from the epidemic. In the first half of 2021, the sales revenue of Enterprises above Designated Size in China's leather industry was 478.14 billion yuan, a year-on-year increase of 11.03%; The total profit was 23.28 billion yuan, a year-on-year increase of 10.87%.
Judging from the sales revenue of Enterprises above Designated Size in the market segment of leather industry, in the first half of 2021, the overall sales revenue of shoemaking enterprises was 301.441 billion yuan, a year-on-year increase of 10.3%, accounting for 63%; The overall sales revenue of luggage enterprises was 57.845 billion yuan, a year-on-year increase of 9.47%, accounting for 12%; The overall sales revenue of tanning enterprises was 55.159 billion yuan, a year-on-year increase of 20.83%, accounting for 11%; The overall sales revenue of leather garment enterprises was 24.290 billion yuan, a year-on-year increase of 8.95%, accounting for 5%; The overall sales revenue of fur and products enterprises was 16.965 billion yuan, a year-on-year decrease of 11.53%, accounting for 4%.
Transformation of leather import market to consumption oriented
From the perspective of the import product structure of the leather industry, the import scale of China's leather products has continued to grow rapidly in recent years. The import proportion of leather products has increased from 55.6% in 2016 to 71.7% in the first half of 2021. The import proportion of products in the first half of 2021 has increased by 5.0% compared with the same period in 2020, It shows that the import structure of leather products in China is changing from production-oriented to consumption-oriented.
The leather export market is mainly footwear and luggage products
In terms of the breakdown product structure of the export market, in the first half of 2021, China exported 4.1 billion pairs of footwear products, with an export amount of US $20.36 billion, accounting for 52.7% of the overall export scale of the national leather industry; The export of travel goods and bags was 4.9 billion, with an export amount of 11.9 billion US dollars, accounting for 30.8% of the overall export scale of the national leather industry. The export market of leather industry is still dominated by footwear, travel goods and luggage products, and their export amount accounts for more than 80%.
Scientific and technological innovation and green sustainability are the main themes of the 14th five year plan
During the 13th Five Year Plan period, the structural adjustment of China's leather industry continued to deepen, the ability of independent innovation continued to improve, the quality level further improved, the brand echelon grew day by day, and the total import and export volume ranked first in the world leather industry. However, China still faces a shortage of labor resources, the level of independent innovation is still insufficient, the profit space of enterprises is squeezed, and the overall brand influence is weak, Low level of automation and intelligence
During the "14th five year plan" period, according to the guiding opinions on the high-quality development of the leather industry during the "14th five year plan" issued by China Leather Association in August 2021, specific suggestions are put forward on the production efficiency, scientific and technological innovation, quality brand, export structure, green manufacturing, industrial cluster, digital operation and talent echelon of the leather industry, especially on production efficiency, scientific and technological innovation The goal of quality brand and green manufacturing has laid the general tone for the leather industry to achieve high-quality development during the 14th Five Year Plan period.