上市企业：华茂股份（000850），新澳股份（603889），华孚时尚（002042），富春染织（605189）， 金春股份（300877），ST贵人（603555），鲁泰Ａ（000726），联发股份（002394），嘉欣丝绸 （002404） 相关报告：智研咨询发布的《2025-2031年中国色纺纱行业市场行情动态及发展趋向分析报告》 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年6月中国纱产量为207万吨，同比增长4.9%；2025年上半年中国纱累 计产量为1139.8万吨，累计增长5%。 ...

Core Insights - The Ministry of Industry and Information Technology reported the textile industry's performance for the first half of the year, indicating a mixed outlook with growth in production but declines in revenue and profit [1] Group 1: Industry Performance - The industrial added value of large-scale textile enterprises increased by 3.1% year-on-year [1] - The total operating revenue for the textile industry was 22,716 billion yuan, showing a decline of 3.0% year-on-year [1] - Total profit for the industry reached 672 billion yuan, reflecting a decrease of 9.4% year-on-year [1] Group 2: Production Metrics - Production volumes for yarn, chemical fiber, and clothing increased by 5.0%, 4.9%, and 0.3% year-on-year, respectively [1] - The production volume of fabric remained unchanged compared to the previous year [1] Group 3: Retail and Export Data - The total retail sales of consumer goods for the first half of the year reached 99,219 billion yuan, with a year-on-year growth of 6.1% [1] - Retail sales of clothing, shoes, hats, and textile products increased by 3.1% year-on-year [1] - Cumulative textile and clothing exports amounted to 144 billion USD, marking a year-on-year increase of 0.8% [1] - Textile exports were 70.5 billion USD, up by 1.8% year-on-year, while clothing exports were 73.5 billion USD, showing a slight decline of 0.2% [1]

Group 1 - The industrial added value of large-scale textile enterprises increased by 3.4% year-on-year from January to May [1] - The total revenue of these enterprises was 1,887.5 billion yuan, showing a decline of 1.7% year-on-year [1] - The total profit amounted to 52.4 billion yuan, reflecting a decrease of 7.6% year-on-year [1] Group 2 - Production of yarn, fabric, chemical fiber, and clothing increased by 4.9%, 0.2%, 5.5%, and 0.3% year-on-year respectively [1] - The retail sales of consumer goods in the country reached 8,074.9 billion yuan, with a year-on-year growth of 6.3% [1] - Retail sales of clothing, shoes, hats, and textile products increased by 3.3% year-on-year [1] Group 3 - The cumulative export of textiles and clothing reached 116.7 billion USD, marking a year-on-year increase of 1.0% [1] - Textile exports were 58.5 billion USD, showing a growth of 2.5% year-on-year [1] - Clothing exports totaled 58.2 billion USD, which is a decline of 0.5% year-on-year [1]

Industry Overview - The Ministry of Industry and Information Technology reported that from January to April 2025, the industrial added value of large-scale textile enterprises increased by 4.2% year-on-year [1] - The total operating revenue for the same period was 1,494.6 billion yuan, reflecting a year-on-year decrease of 0.5% [1] - The total profit for these enterprises was 40.7 billion yuan, which represents a year-on-year decline of 5.0% [1] Production Metrics - The production volume of clothing from large-scale enterprises decreased by 0.4% year-on-year [1] - The production of yarn, fabric, and chemical fibers saw year-on-year increases of 7.0%, 2.3%, and 5.7% respectively [1]

转自：前瞻产业研究院 行业主要上市公司：新澳股份(603889)、恒力石化(600346)、东方盛虹(000301)、浙文影业(601599)、恒 逸石化(000703)、百隆东方(601339)、华孚时尚(002042)、凤竹纺织(600493)、金鹰股份(600232)、华升 股份(600156)、嘉欣丝绸(002404)、彩蝶实业(603073)、华纺股份(600448)等 本文核心数据：纺织企业数量;规上工业增加值;产能利用率;产量;库存 1、我国纺织业企业数量先降后升 据国家统计局统计数据，2015-2024年，中国纺织业企业单位数呈先降后升的波动趋势。2020年12月， 中国纺织业企业单位数为18344家，是近年来最低点。2021-2024年，企业数量不断上涨，截至2024年12 月，国家统计局统计国内纺织业企业单位数21263家，同比上年增长2.12%。随着企业数量增长，预计 中国纺织业供给能力有望持续增长。 据国家统计局统计数据，2015-2024年，中国纺织业规模以上工业增加值整体呈上涨趋势，但2015-2021 年增速不断放缓，从2015年当年高于全国规模以上工业增加值增速的7.0%，降至 ...