纺织服装业从生产基地走向跨国经营

[e-mail]021-5490549204.08.13CHINASECURITIESRESEARCH2200220.56%12001122002200312.6%26.1%200220.56%05001000150020002500050100150200250300350400450WTO2CHINASECURITIESRESEARCH32.120025736.81915.733.4%3592.862.6%2002491.625.7%63029.6%2002991.227.6%2.2200312.920%CHINASECURITIESRESEARCH4FDIFDI2.326003102000380322%2001-200257.5%CHINASECURITIESRESEARCH511995200164.7%4.6%5.8%5.4%GDP80%GDP2002GDP70%200267.39%200324.5%200258.6%20051200112CHINASECURITIESRESEARCH6WTO18%19999.1200322.9151.6%4.8/3.1733.9%/200354.2%0.005.0010.0015.0020.0025.000.001.002.003.004.005.006.00/22.1CHINASECURITIESRESEARCH72035GDP20204000GDP40002.235%200331.53%-100.00-50.000.0050.00100.00150.00200.00250.00-30.00%-20.00%-10.00%0.00%10.00%20.00%30.00%40.00%60%200378.51%PTAEG200354%73%PTAEGCHINASECURITIESRESEARCH81VF1M.PorterVF1899VFVanityFair100200352®®®®(SPPStrategicRepositioningProgram)200395%200220033.1%1.4%SPP48.4%64.3%200337.4%VF(VF)CHINASECURITIESRESEARCH92Esprit196819711974ImpulseTradingCo.Esprit80EspritEsprit90Esprit1992Esprit1993EspritAsiaHoldingsLtd.,1996JurgenFriedrichWorldWideThousandLtdWTL6310951997EspritAsiaHoldingsLtd.,WTLEsprit1998EspritAsiaHoldingsLtd.,esprit2000EspritForumPreis2002EspritEspritInternational37Esprit100EspritEsprit230%200230%FDI50%CHINASECURITIESRESEARCH10TransnationalityIndex10052.65038.988%30%CavusgilCHINASECURITIESRESEARCH11PeterKilduff1020EspritVF2050074.325.5880020032718.711.1CHINASECURITIESRESEARCH12Kellwood1000150200020021020031.2WTO200370,651.4126.14%37.6%OEM200315.9%44.1%20042KellwoodKellwood200325KellwoodKellwoodAsiaLTD,Kellwood,KellwoodKellwood2CHINASECURITIESRESEARCH13OEM1015%30%200420053199830%0425%200530%04EPS0.45050.58200570%199419992313.620038.61VF1.11999CHINASECURITIESRESEARCH144—51.21.3199920103060%200421Maui&Sons21%5%1BP2001115.157812100CHINASECURITIESRESEARCH155-1022.454.64.54.32.82003SaraLee6749.680OEMODMOBM300040025%200318.210.63.270%2002511400—Glenoit46CHINASECURITIESRESEARCH16OEMODMOBMGlenoit25%OEMODMOBM200380006500500200312.780%OEMODM20039.3242.9%39.9%100%ODM15.3%OEM84.7%OEMAODM15.3%2002%ODMOEMCaltoyWal-MartCostcoTarget2003DeweyGainesCaltoyODMODMOEMOEMODMOBM“”200420033000200CHINASECURITIESRESEARCH172004OEMODMOBM1994200231.51%45.97%10COM4COM72COM20052COM200420052000040.71050.9125%CHINASECURITIESRESEARCH1819CHINASECURITIESRESEARCH