TKGF(SH:601233) Sou Hu Cai Jing·2025-04-28 00:13Group 1 - The textile industry is undergoing a significant reshuffle, with a 2.8% increase in clothing consumption expenditure among urban and rural residents, yet a reduction of 647 clothing enterprises, indicating accelerated industry consolidation [1][3] - RCEP member countries account for 30.9% of total foreign trade, becoming a new growth point, while orders from the European and American markets during the Christmas season have not recovered as expected, leading to a 15-day increase in inventory turnover days for fabric merchants [1][3] - The price of polyester filament has fallen below the cost line, making survival difficult for small manufacturers, while the production of lyocell fiber has surged by 138.3% due to support from environmental policies, highlighting a severe polarization in the industry [1][3] Group 2 - The challenges faced by the textile industry are not due to technology or funding issues, but rather the inability to keep pace with market changes, necessitating a focus on policy benefits, RCEP Southeast Asia channel development, and advancements in recycled fiber technology [4] - Companies are advised to stockpile raw materials in the short term to avoid price fluctuations, collaborate with upstream and downstream partners to reduce costs and increase efficiency in the medium term, and invest in environmental technology in the long term [4] - It is recommended that companies avoid taking orders with payment terms exceeding 90 days, even if it means accepting fewer orders [4]