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《中国产业用纺织品行业市场全景调研及产业前景研判报告（2026版）》 根据国家统计局数据显示：2025年11月中国纱产量为204万吨，同比下降2.3%；2025年1-11月中国纱累 计产量为2039.7万吨，累计增长1.8%。 2020-2025年1-11月中国纱产量统计图 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。 ...

"天地之大德曰生"，《易经》以此开篇。1895年，张謇在南通创办第一家实业纺纱厂，名曰"大生纱厂"，寓意开办纱厂造福百姓，这也是张謇迈出实业救国 的关键一步。 漆颖斌并不是南通本地人，他2006年来到南通工作。2011年底，他开始担任大生集团总会计师。在不知不觉间，他被这位先贤的人格魅力所深深打动。"能 够来大生这样一家具有历史底蕴和精神内涵的百年企业工作，是可遇而不可求的机会。这份基业的传承与焕新，亦是一代又一代大生人心中牢记的目 标。"大生纱厂，已成为南通纺织业的缩影，更是中国百年纺纱工厂的"活标本"。 来源：上海证券报·中国证券网 上证报中国证券网讯（记者 仲茜）来到"近代第一城"江苏省南通市，不得不提一个人，清末"状元企业家"张謇。他高中状元，却放下毛笔，拨动算珠， 以"实业救国"为初心，在家乡南通兴办实业、投身教育，开辟了新路，造福于一方。 "在那个充满不确定的时代，创办企业，谈何容易；办好企业，更不容易。张謇这位清代状元企业家，他却做到了。"大生纱厂董事长漆颖斌说，张謇从打造 一个核心产品起家，先后布局农业、商业、船舶业、电讯业、教育业，环环相扣，一手打造了商业传奇。"他敢为人先、强毅力行，克勤克 ...

Core Viewpoint - The report highlights the growth trends in China's yarn production, indicating a slight increase in output and providing insights into the market dynamics from 2025 to 2031 [1] Industry Summary - According to the National Bureau of Statistics, China's yarn production in October 2025 is projected to reach 2 million tons, reflecting a year-on-year growth of 1% [1] - From January to October 2025, the cumulative yarn production in China is expected to be 18.627 million tons, with a cumulative growth rate of 1.7% [1] - The report is part of a comprehensive analysis by Zhiyan Consulting, which specializes in industry research and market trends [1] Company Summary - Listed companies mentioned include Huamao Co., Ltd. (000850), Xin'ao Co., Ltd. (603889), Huafu Fashion (002042), Fuchun Dyeing and Weaving (605189), Jinchun Co., Ltd. (300877), ST Guiren (603555), Lutai A (000726), Lianfa Co., Ltd. (002394), and Jiaxin Silk (002404) [1] - The report provides a detailed analysis of the yarn industry, which may present investment opportunities for the listed companies [1]

Group 1 - The core viewpoint of the article highlights the production statistics for yarn, fabric, and chemical fibers in October 2025, indicating mixed performance across these categories [1][2]. - Yarn production reached 2.001 million tons, showing a year-on-year increase of 1.0% but a month-on-month decrease of 3.52% [1]. - Fabric production was reported at 2.62 billion meters, reflecting a year-on-year decline of 6.4% and a month-on-month decrease of 6.76% [1]. - Chemical fiber production totaled 7.496 million tons, with a year-on-year increase of 4.1% and a month-on-month increase of 0.69% [1]. Group 2 - The article provides insights into the pricing mechanism used by the business community, which is based on big data and a pricing model to generate transaction guidance prices [1]. - The pricing formula is defined as: Settlement Price = Business Community Benchmark Price × K + C, where K is the adjustment coefficient and C includes various cost factors [1].

Group 1 - The core viewpoint of the article highlights the growth in China's yarn production, with a reported output of 2.07 million tons in September 2025, reflecting a year-on-year increase of 1.8% [1] - Cumulative yarn production from January to September 2025 reached 17.308 million tons, marking a cumulative growth of 2.7% [1] - The article references a report by Zhiyan Consulting, which analyzes market trends and dynamics in the Chinese color-spun yarn industry from 2025 to 2031 [1] Group 2 - Listed companies mentioned include Huamao Co., Ltd. (000850), Xin'ao Co., Ltd. (603889), Huafu Fashion (002042), Fuchun Dyeing and Weaving (605189), Jinchun Co., Ltd. (300877), ST Guiren (603555), Lutai A (000726), Lianfa Co., Ltd. (002394), and Jiaxin Silk (002404) [1] - The data source for the yarn production statistics is the National Bureau of Statistics, with the information organized by Zhiyan Consulting [1]

Core Viewpoint - The report highlights the growth trends in China's yarn production, indicating a positive outlook for the industry from 2025 to 2031, with a projected increase in production and market dynamics [1] Industry Summary - According to the National Bureau of Statistics, China's yarn production reached 1.99 million tons in April 2025, marking a year-on-year increase of 5.6% [1] - From January to April 2025, the cumulative yarn production in China was 7.545 million tons, reflecting a cumulative growth of 7% [1] - The report is part of a comprehensive analysis by Zhiyan Consulting, which specializes in industry research and provides in-depth reports and consulting services [1]

Group 1 - The core viewpoint of the article highlights the growth in China's yarn production, with a reported output of 203 million tons in August 2025, reflecting a year-on-year increase of 5.3% [1] - Cumulative yarn production from January to August 2025 reached 1,542.7 million tons, showing a cumulative growth of 4.3% [1] Group 2 - The article lists several publicly traded companies in the yarn industry, including Huamao Co., Ltd. (000850), Xin'ao Co., Ltd. (603889), Huafu Fashion (002042), and others [1] - The report referenced is the "2025-2031 China Color Spun Yarn Industry Market Dynamics and Development Trend Analysis Report" published by Zhiyan Consulting [1] - Zhiyan Consulting is noted as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services for investment decisions [1]

Group 1 - The article provides data on the production and pricing of various textile products, including yarn, fabric, and chemical fibers for August 2025, highlighting month-on-month and year-on-year changes in production volumes and cumulative totals [1] - Yarn production reached 1.81 million tons in August, showing a month-on-month increase of 5.30% and a year-on-year increase of 4.30%, with a cumulative total of 1542.7 million tons [1] - Fabric production was reported at 27.0 billion meters, with a month-on-month decrease of 0.70% and a year-on-year decrease of 0.60%, totaling 210.5 billion meters cumulatively [1] - Chemical fiber production stood at 744.8 thousand tons, reflecting a month-on-month increase of 7.10% and a year-on-year increase of 5.50%, with a cumulative total of 5773.4 thousand tons [1] Group 2 - The pricing mechanism for commodities is based on big data and pricing models, which generate transaction guidance prices known as the benchmark price [1] - The pricing formula for transactions is defined as: Settlement Price = Benchmark Price × K + C, where K represents adjustment factors and C includes logistics and regional price differences [1]

Core Viewpoint - The "Zhang Jian Story Multimedia Presentation" held in Hong Kong highlights the contributions of Zhang Jian, a prominent entrepreneur and educator, to China's modern industrial, educational, and social welfare development [1][2] Group 1: Event Overview - The event was organized by the United Front Work Department of Nantong Municipal Committee and the Nantong Overseas Friendship Association, featuring speeches and readings to share Zhang Jian's stories [1] - Hundreds of participants included representatives from Hong Kong community organizations, business leaders, and Nantong natives living in Hong Kong [1] Group 2: Contributions of Zhang Jian - Zhang Jian founded numerous enterprises and hundreds of schools, significantly contributing to the rise of modern national industry and the development of education in China [2] - He established the Dazheng Cotton Mill in Nantong in the late 19th century, marking the beginning of modern national machine textile industry in China [1] Group 3: Cultural and Economic Impact - The presentation serves as a commemoration of Zhang Jian and aims to promote the understanding and recognition of Chinese culture among Hong Kong compatriots [1] - It encourages Hong Kong's business community to inherit and promote excellent traditional Chinese culture, enhancing cooperation between Hong Kong and the mainland [2]

Core Viewpoint - The report by Zhiyan Consulting highlights the growth trends in China's yarn production, indicating a positive outlook for the industry from 2025 to 2031, with specific data on production volumes and growth rates [1]. Industry Summary - As of July 2025, China's yarn production reached 1.99 million tons, reflecting a year-on-year increase of 3.8% [1]. - From January to July 2025, the cumulative yarn production in China was 13.426 million tons, showing a cumulative growth of 4.4% [1]. - The report provides insights into the market dynamics and development trends of the yarn industry in China, emphasizing the importance of industry research for investment decisions [1]. Company Summary - Listed companies in the yarn sector include Huamao Co., Ltd. (000850), Xin'ao Co., Ltd. (603889), Huafu Fashion (002042), Fuchun Dyeing and Weaving (605189), Jinchun Co., Ltd. (300877), ST Guiren (603555), Lutai A (000726), Lianfa Co., Ltd. (002394), and Jiaxin Silk (002404) [1].