2025年中国纺织服装行业研究报告：宏观经济与可持续发展分析（英文版）

Core Insights - The report focuses on the Chinese textile and apparel industry, analyzing macroeconomic factors and sustainability initiatives during a period of transformation [1][2][3] Macroeconomic View - China's GDP is projected to reach approximately $19 trillion by 2024, with the textile and apparel sector contributing 8.7% to total export revenue in 2023, equating to $165 billion in garment exports, which represents 31.6% of the global market share [1][15][18] - The industry provides around 7.8 million jobs, with over 60% of the workforce being women, highlighting its significance in employment [1][18] - The domestic market is robust, with 70-80% of clothing produced in China being consumed locally, supported by a fully integrated supply chain [21] Sustainability Initiatives - The textile industry emits approximately 230 million metric tons of CO2 annually, accounting for 2.8% of China's industrial emissions, prompting various decarbonization initiatives [2][23] - The Chinese government has set ambitious targets to peak carbon emissions by 2030 and achieve carbon neutrality by 2060, aligning with global sustainability goals [10][22] - Initiatives such as the LCAplus platform by the China National Textile and Apparel Council (CNTAC) aim to enhance carbon data transparency and support emissions reduction efforts [2][13] Energy Efficiency and Emissions - The average environmental performance score for Chinese facilities is 49 out of 100, indicating room for improvement, particularly in energy management [33] - In 2023, coal accounted for 60% of electricity generation in China, but the share of renewable energy sources is increasing, with wind and solar reaching 16% [43][44] - Companies are investing in energy efficiency measures, such as upgrading equipment and utilizing renewable energy sources, to reduce emissions and improve productivity [28][45] Competitive Landscape - The "China+1" strategy is leading to some production capacity moving abroad, but China maintains a strong position in high-end and fast-response orders [3] - The export market is diversifying, with growth in emerging markets and benefits from regional trade agreements like RCEP [3] - The industry faces challenges such as reliance on coal, compliance pressures for small factories, and rising labor costs, but also opportunities in renewable energy and smart manufacturing [3][19] Workforce and Social Responsibility - The textile and apparel sector plays a crucial role in social development, lifting millions out of poverty, but challenges remain in ensuring decent working conditions and fair wages [50][51] - Factory wages have increased, with minimum wages varying by region, impacting competitiveness and prompting some factories to upgrade or relocate [51] - Labor laws are evolving, with a push for better work-life balance and compliance with international labor standards, influenced by global market pressures [52][54]