资讯汇总 [table_Header]2025.10.21 【行业 ESG 周报】全球妇女峰会在北京成功举办，2024 年大气中二 氧化碳水平创历史新高 产业研究中心 摘要： | [Table_Authors] | 赵子健(分析师) | | --- | --- | | | 021-38032292 | | | zhaozijian@gtht.com | | 登记编号 | S0880520060003 | | | 王佳(分析师) | | | 010-83939781 | | | wangjia7@gtht.com | | 登记编号 | S0880524010001 | | | 蔡晨(分析师) | | | 021-38031023 | | | caichen@gtht.com | | 登记编号 | S0880525080002 | [Table_Report] 往期回顾 【行业 ESG 周报】工信部启动 2025 年度绿色工 厂推荐工作,全球首个生物多样性国际标准发布 2025.10.15 【ESG 投资周报】本月新发 12 只绿色债券，流 动性环比宽松 2025.10.15 【双碳周报】全国碳市场碳排放配额累计 ...

With its unique textured design, Japanese denim is coming into vogue.But despite soaring sales and global hype, Kojima’s famed denim mills are struggling to replace a dwindling pool of master weavers https://t.co/plU1zSOkPN https://t.co/H67l2qxw7P ...

Japanese denim is cropping up on runways from Tokyo to Paris. But its future is in jeopardy as the industry struggles to replace a dwindling pool of master weavers. https://t.co/t0dHNlJuSW ...

Circular Fashion Gains MomentumDENVER, Oct. 17, 2025 (GLOBE NEWSWIRE) -- 247marketnews.com, a pioneer in digital media dedicated to the swift distribution of financial market news and information, reports that, as the fashion industry confronts mounting pressure to overhaul its wasteful practices, Circular Fashion is emerging as both an ethical mandate and a massive economic opportunity. Kraig Biocraft Laboratories (OTCQB: KBLB), the undisputed global leader in the development and commercialization of spide ...

MARKHAM, ON / ACCESS Newswire / October 15, 2025 / iFabric Corp. ("iFabric" or the "Company") (TSX:IFA)(OTCQX:IFABF) announces that its wholly owned subsidiary, Intelligent Fabric Technologies (North America) Inc. ("IFTNA"), has begun the launch of Doctor's Choice® Next Generation scrubs with an initial rollout at a leading U.S. national big-box retailer. The first collections will integrate three of IFTNA's flagship textile technologies, combining PROTX2® (advanced antimicrobial) with ecoPEL® (C0 PFC-free ...

Core Insights - AltMat has secured investments from H&M Group, Fashion for Good, Rainmatter by Zerodha, and Turbostart, indicating strong backing for its sustainable textile innovations [1][4] - The company has developed Altag, a natural cellulose fiber made entirely from agricultural residue, which matches the performance of conventional fibers while significantly reducing environmental impact [1][2] - AltMat aims to expand grassroots supply chains for Indian farmers, enhance research and development, and broaden its global market presence with the new funding [2][4] Investment and Growth - The recent investment round is seen as a pivotal moment for AltMat, highlighting the increasing global demand for sustainable alternatives to traditional materials [3] - AltMat has successfully scaled its technology from laboratory to industrial capacity within five years, demonstrating its capability to deliver innovative solutions at scale [2] - H&M Group views its investment in AltMat as a means to transform sourcing practices in the fashion industry, emphasizing the potential benefits for the entire sector [4]

Core Insights - AltMat has successfully closed a significant funding round, attracting investments from notable entities including Rainmatter by Zerodha, H&M Group, Turbostart, and Fashion for Good, marking H&M Group's first investment in material innovation in India and Rainmatter's entry into textiles [1][2] Company Overview - AltMat is a materials science company that transforms agricultural residue into natural textile fiber, addressing both agricultural waste and textile pollution [2] - The company has progressed from lab-scale to pilot and then to industrial-scale production over the past seven years, gaining traction with global value chain partners and brands [2] Product Offering - AltMat's flagship product, Altag, is a natural cellulose fiber made entirely from agricultural residue, such as leftover stems from food crops, which matches the performance of conventional fibers while minimizing environmental impact [4] Investment and Growth Strategy - The recent investment round is expected to propel AltMat into its next phase of growth, leveraging the expertise of its investors, which include Rainmatter, Turbostart, H&M Group, and Fashion for Good [4] - Rainmatter, the investment fund of Zerodha, brings significant financial backing, while Turbostart adds entrepreneurial depth and financial strength to the venture [4] Industry Impact - The textile industry has a substantial environmental footprint, consuming billions of metric tons of hazardous fibers annually, and AltMat's intellectual property aims to convert agricultural waste into scalable, sustainable fibers [4] - AltMat is positioned as a pioneer in shaping the future of sustainable fashion infrastructure, with a strong belief in the coexistence of impact and profitability [3][4]

Group 1 - Warren Buffett emphasizes that the quality of the business itself is more important than the talent of its management, highlighting the concept of "economic moats" as a key factor in investment success [1][2] - Effective management can enhance a strong company's potential, but cannot compensate for the structural disadvantages of a weak business [2][3] - Buffett's early investment in the textile industry serves as a cautionary tale, illustrating that even capable management cannot salvage fundamentally flawed businesses [3] Group 2 - Successful long-term investments in companies like Coca-Cola and American Express demonstrate how strong management can thrive on a solid business foundation, leading to sustained shareholder returns [4]

Group 1: Monetary Policy and Economic Outlook - The Reserve Bank of India (RBI) maintained its policy rate at 5.5%, aligning with economists' expectations [1] - Inflation has moderated significantly in the first quarter, but growth may decelerate in the second half of the financial year due to global trade uncertainties [2] - The RBI had an opportunity to cut interest rates to stimulate growth, especially after inflation data undershot the target band of 2% to 6% [2] Group 2: Impact of U.S. Tariffs - The U.S. imposed an additional 25% tariff on Indian imports, raising total duties to as high as 50%, significantly affecting sectors like textiles, gems, jewelry, and marine products [3] - Exports to the U.S. account for approximately 2% of India's GDP, with labor-intensive sectors facing potential job losses due to deteriorating business conditions [3] Group 3: Government Response and Domestic Consumption - To mitigate the impact of U.S. tariffs, the Indian government reduced the goods and services tax (GST) on several items to boost domestic demand ahead of the festive season [4] - India's domestic consumption constitutes over 60% of GDP, making it less reliant on exports, and the GST cuts are expected to alleviate the effects of U.S. tariffs [5] - Goldman Sachs raised its real GDP growth forecast for India to 7.1% for calendar year 2025 and 6.7% for fiscal year 2026, following a better-than-expected GDP growth of 7.8% in the June quarter [5]

Core Insights - Kraig Biocraft Laboratories (OTCQB: KBLB) is positioned as a leader in the development and commercialization of recombinant spider silk, with significant potential applications in various athletic and smart textile markets [1][5][6] Company Overview - Kraig Labs utilizes a proprietary silkworm-based genetic engineering platform to produce high-performance, cost-effective, and scalable spider silk materials for diverse applications including defense, performance apparel, technical textiles, and medical uses [8] Market Potential - The global technical textiles market is valued at $200 billion in 2024, with a projected growth rate of 5.2% CAGR through 2030, indicating a strong opportunity for Kraig Labs to disrupt traditional synthetic materials like polyester and nylon [5] - The global sportswear market exceeds $400 billion, driven by increasing demand for materials that combine technical performance, comfort, and sustainability, creating a prime opportunity for KBLB's scalable silk production [6] Product Applications - Projected use cases for spider silk include compression gear, moisture-wicking base layers, temperature-regulating apparel, and gear for high-impact sports such as skiing, snowboarding, skateboarding, and cycling [6] - Kraig Labs is preparing to deliver the first spider silk samples to three apparel/gear companies, focusing on testing for durability, washability, moisture handling, and comfort [3] Technological Advancements - Spider silk's natural properties, including lightweight toughness, high elasticity, breathability, and thermal regulation, make it particularly suitable for athletic settings, offering performance advantages over synthetic textiles [2] - Smart textile enhancements, such as integrating sensors or responsive fibers, may find spider silk an ideal base substrate due to its biocompatible and responsive properties [4]