Since 2025, the global textile industry chain has been continuously evolving under the influence of multiple factors. The cotton textile industry has shown a dual pattern of "the cotton end recovering from the bottom and the clothing end breaking through the difficulties and achieving breakthroughs". 

In terms of cotton, China's import volume and price have gradually recovered after hitting bottom. The import volume in 2025 dropped to a recent low, but it began to rise month by month in the second half of the year as the industry's peak season approached. The import sources are highly concentrated. Brazil, with a 43.45% share, remains at the top, followed by Australia and the United States. The combined share of other countries is only 13.92%. This ensures supply stability, but it also conceals risks related to geopolitics and logistics fluctuations. 

In the clothing sector, the recovery and differentiation of the EU market have become the focus, while China's clothing exports have performed strongly. In November 2025, the EU's clothing imports increased by 17.4% year-on-year, but exchange rate fluctuations led to a decline in the unit price of clothing. Against this backdrop, China's clothing market share in the EU has risen against the trend. From January to November, the import volume of Chinese clothing increased by 15.6%, and in November alone, it soared by 16.9%, highlighting the advantages of China's supply chain in terms of response speed, production capacity stability, and product competitiveness. 

In contrast, the traditional clothing supplier country, Bangladesh, has encountered bottlenecks. In November 2025, the EU's import volume from it increased by only 1.6%, while the import value decreased by 10.9%, revealing its excessive reliance on low-price competition and insufficient supply chain resilience. 

Looking ahead to 2026, the cotton textile industry will face both opportunities and challenges. In the cotton sector, enterprises need to be vigilant about the risk of concentrated supply sources and adopt strategies such as diversified procurement to cope with potential impacts. In the clothing sector, Chinese enterprises are expected to consolidate their market share in the European Union, while countries relying on low-price competition need to accelerate their transformation. Additionally, exchange rate fluctuations remain a significant variable, and digitalization and green transformation have become key to breaking through the current situation. 

Currently, the cotton textile industry is in a crucial stage of "bottoming out and recovery, as well as structural optimization". The recovery of cotton imports and the resilience of clothing exports provide support for high-quality development. Chinese cotton textile enterprises are expected to occupy a more favorable position in the global industrial chain restructuring and drive the industry towards higher-quality development. 

Declaration: The content of this article is compiled from the internet and is copyrighted by the original author; if any infringement is found, please notify us immediately and we will delete it.