轻工纺服行业周报：AI智造，助力纺服行业数智化转型

Investment Rating - The industry rating is "Increase" [1] Core Viewpoints - The application of AI is driving the digital transformation of the textile and apparel industry across various fields including R&D design, quality inspection, production, supply chain management, marketing, and consumption. AI models can efficiently design and accurately grasp market demands, significantly shortening R&D cycles and reducing costs [3][24][27]. - AI technology enhances quality inspection processes in textile manufacturing, improving efficiency and accuracy in identifying defects and managing production [24][27]. - The integration of AI in supply chain management optimizes inventory levels and enhances responsiveness to market changes, contributing to the high-quality development of the industry [24][27]. Weekly Market Review - From December 30, 2024, to January 3, 2025, the Shanghai Composite Index fell by 5.55%, the Shenzhen Component Index by 7.16%, and the ChiNext Index by 8.57%. The Shenwan Light Industry Manufacturing Index decreased by 6.46%, ranking 15th among 31 Shenwan first-level industry indices, while the Shenwan Textile and Apparel Index fell by 4.09%, ranking 6th [4][33]. Key Data Tracking Home Furnishing - From December 22 to December 29, 2024, the transaction area of commercial housing in 30 major cities was 4.5 million square meters, a 35.93% increase month-on-month. The new housing construction area from January to November 2024 was 490 million square meters, a year-on-year decrease of 23.1% [41]. Textile and Apparel - As of January 3, 2025, the cotton price index in China was 14,727 CNY per ton, with a week-on-week change of 0.01%. In November 2024, the retail sales of clothing, shoes, hats, and textiles amounted to 148 billion CNY, a year-on-year decrease of 4.5% [10][39].