- Overseas brand apparel orders remain conservative

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1. Shandong’s Textile Industry Weaves a New Landscape

Shandong’s textile and apparel industry accounts for over 50% of northern China’s production capacity, featuring the region’s only 100-billion-yuan industrial cluster
Weiqiao Textile leverages intelligent factory management systems to reduce labor per 10,000 spindles to just 10 workers, boosting production efficiency by 37.5%
Liaocheng Houying cotton garment cluster builds big data centers with “DeepSeek+Intelligent Warehousing” systems, reducing average inventory costs by 15% and improving delivery efficiency by 20%

2. Zhejiang Textile Enterprises Accelerate Intelligent Upgrade

Provincial Economic and Information Technology Department releases 2025 Zhejiang Future Factories, Smart Factories, and Digital Workshops list
2 textile enterprises selected as provincial smart factories, 9 selected as digital workshops
Zhejiang Fanshi Technology explores new “fabric-to-garment” business models, establishing “Fanshi Premium Garment Selection Platform”

3. First Shenzhen Textile and Apparel Technology Innovation Conference Held

“E-Cabin” AI fitting intelligent agent debuts, ushering in new intelligent transformation for textile and apparel industry
Technology empowers industrial upgrading, demonstrating textile industry innovation value

1. Cotton Prices Continue to Strengthen

Cotton prices have risen 20.1% since bottoming out in April 2025
Xinjiang cotton reported at 17,184 yuan/ton on April 17, up 2.7% week-over-week and 10.5% year-to-date
ICE Cotton No. 2 reported at 79.84 cents/pound, up 5.9% week-over-week and 24.2% year-to-date

2. Raw Material Market Analysis

ICAC estimates 2026/2027 global cotton production to decrease 4% year-over-year
Supply contraction driven by domestic policies limiting Xinjiang cotton planting area (10% reduction target) and drought in U.S. cotton regions
Polyester staple fiber prices have risen 28.4% since December 2025 bottom
Viscose staple fiber, as the best alternative to cotton, sees cotton-viscose price spread reach 3,329 yuan/ton, at historical highs

3. Q1 Apparel Retail Shows Strong Performance

March 2026 apparel retail reached 129.6 billion yuan, up 7% year-over-year
Q1 cumulative retail sales reached 412.2 billion yuan, up 9.3% year-over-year, 6.9 percentage points higher than overall retail growth
ANTA Sports achieves high single-digit growth in Q1, FILA achieves low double-digit growth

1. Breakthrough Cross-industry Applications of Textile Materials

Tayho New Materials develops aramid paper “separator armor” for new energy vehicle batteries, achieving domestic substitution of high-performance separators
Yuyue Home Textiles’ artificial blood vessels enter human clinical trial phase
Qingdao Haylard Group and RopeNet high-performance ropes widely used in major scientific research projects including “Jiaolong” manned submersible and “Science” research vessel

2. Intelligent Manufacturing Equipment Goes Global

Changzhou Hongda Intelligence Technology showcases intelligent pattern straightening machines at Indonesia International Textile & Garment Industry Exhibition
Promotes world’s first fabric weight “real-time online, closed-loop control” system — HV-GM200 Intelligent Online Weight Meter
Uses new aerospace materials for high-precision micro-force measurement technology, enabling 7×24 continuous online monitoring

1. Fast Retailing Financial Results Signal Positive Momentum

Fast Retailing, Uniqlo’s parent company, reports first-half fiscal 2026 revenue of nearly 2.06 trillion yen with significant profit growth
Mainland China market achieves dual growth in revenue and operating profit, releasing strong recovery signals for the textile and apparel supply chain

2. Domestic Textile Investment Updates

Anhui Shangzong Textile’s 100-million-yuan project begins production, with total investment of 351 million yuan; fully operational annual capacity of 35,000 tons cotton yarn, annual sales revenue exceeding 500 million yuan
Textile, apparel, and chemical fiber industries’ fixed asset investment grows 4.3%, 5.2%, and 12.3% respectively year-over-year

3. Capital Market Performance

Leading performers in April include: Xin’ao Shares (14.3%), Texhong International (12.5%), ANTA Sports (10.6%), 361 Degrees (7.8%)

January-March 2026: textile yarn exports up 0.40% year-over-year in RMB terms, garment exports down 2.70%
Vietnam textile exports grew 2.98% in March, accelerating month-over-month
Overseas brand apparel orders remain conservative; textile manufacturing orders depend on major international brands’ Q2 and H2 sales performance

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