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Output Up, Profits Down, Export Resilience Highlights

2025-08-22

Analysis of the Operation of China's Chemical Fiber Industry in the First Half of 2025

In the first half of 2025, China's chemical fiber industry operated under pressure amidst a complex and changing international environment. While facing numerous challenges, it still demonstrated considerable resilience.

Aspect	Details	Data/Change	Source
Output Growth	YoY growth in chemical fiber production	4.91% (growth rate slowed compared to the same period in 2024 and the whole year)	2
Operating Revenue	Operating revenue of the chemical fiber industry	Decreased by 6.9% YoY	2
Total Profit	Total profit of the chemical fiber industry	Decreased by 2.81% YoY	2
Fixed Asset Investment	YoY increase in fixed asset investment in the chemical fiber industry	Increased by 10.6% (narrowed by 5.2 percentage points from Q1)	2
Exports	Total export volume of major chemical fiber products	3.45 million tons (increased by 14.73% YoY)	2
	Among which, polyester staple fiber exports	Increased by 29.14% YoY (May single-month export hit a 11-year high of 160,000 tons)	2
Domestic Sales (Apparel)	YoY growth in per capita clothing consumption expenditure of Chinese residents	Increased by 2.1% (growth rate accelerated by 0.9 percentage points from Q1)	2
	YoY growth in total retail sales of clothing, shoes, hats, and textiles above designated size	Increased by 3.1% (growth rate accelerated by 1.8 percentage points from the same period in 2024)	2
	YoY growth in online sales of wear-related goods	Increased by 1.4% (growth rate was 1.5 percentage points higher than in Q1)	2
Foreign Sales	Total export value of textiles and apparel	$143.98 billion (increased by 0.8% YoY)	2
	Among which, textile exports	$70.52 billion (increased by 1.8% YoY)	2
	Among which, apparel exports	$73.46 billion (decreased by 0.2% YoY)	2
Sub-sector Performance	Total profit of the polyester sector	Decreased by 10.78% YoY	2
	Total profit of the nylon sector	Decreased by 3.79% YoY	2
	Total profit of the spandex sector	Decreased by 11.89% YoY	2
	Lyocell fiber sector	Significant increase in production growth, transition from high inventory to zero inventory, from loss to profit	2
Raw Material Prices	Significant fluctuations in crude oil prices (Brent crude)	Mid-Jan: $80/bbl → Early May: $57/bbl → Mid-Jun: rebounded to $75/bbl then fell back	2
	Price of polyester POY (by end of July)	Decreased by 4.95% since the beginning of the year (decline larger than the 1.03% drop in feedstock PTA)	2
Inventory Levels	Polyester POY inventory (end of Q2)	Approximately 18 days (decreased by about 9 days from the end of Q1)	2
	Nylon inventory (end of Q2)	Approximately 38 days (increased by about 8 days from the end of Q1 and 11 days from the beginning of the year)	2
	Spandex inventory	Remained high at around 50 days in the first half of the year	2
Capacity Utilization	Proportion of sample filament weaving enterprises with capacity utilization > 80%	47.5%	1
	Proportion of sample filament weaving enterprises with reduced capacity utilization compared to last year	52.5%	1

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Home Blog

Output Up, Profits Down, Export Resilience Highlights

Analysis of the Operation of China's Chemical Fiber Industry in the First Half of 2025

Aspect	Details	Data/Change	Source
Output Growth	YoY growth in chemical fiber production	4.91% (growth rate slowed compared to the same period in 2024 and the whole year)	2
Operating Revenue	Operating revenue of the chemical fiber industry	Decreased by 6.9% YoY	2
Total Profit	Total profit of the chemical fiber industry	Decreased by 2.81% YoY	2
Fixed Asset Investment	YoY increase in fixed asset investment in the chemical fiber industry	Increased by 10.6% (narrowed by 5.2 percentage points from Q1)	2
Exports	Total export volume of major chemical fiber products	3.45 million tons (increased by 14.73% YoY)	2
	Among which, polyester staple fiber exports	Increased by 29.14% YoY (May single-month export hit a 11-year high of 160,000 tons)	2
Domestic Sales (Apparel)	YoY growth in per capita clothing consumption expenditure of Chinese residents	Increased by 2.1% (growth rate accelerated by 0.9 percentage points from Q1)	2
	YoY growth in total retail sales of clothing, shoes, hats, and textiles above designated size	Increased by 3.1% (growth rate accelerated by 1.8 percentage points from the same period in 2024)	2
	YoY growth in online sales of wear-related goods	Increased by 1.4% (growth rate was 1.5 percentage points higher than in Q1)	2
Foreign Sales	Total export value of textiles and apparel	$143.98 billion (increased by 0.8% YoY)	2
	Among which, textile exports	$70.52 billion (increased by 1.8% YoY)	2
	Among which, apparel exports	$73.46 billion (decreased by 0.2% YoY)	2
Sub-sector Performance	Total profit of the polyester sector	Decreased by 10.78% YoY	2
	Total profit of the nylon sector	Decreased by 3.79% YoY	2
	Total profit of the spandex sector	Decreased by 11.89% YoY	2
	Lyocell fiber sector	Significant increase in production growth, transition from high inventory to zero inventory, from loss to profit	2
Raw Material Prices	Significant fluctuations in crude oil prices (Brent crude)	Mid-Jan: $80/bbl → Early May: $57/bbl → Mid-Jun: rebounded to $75/bbl then fell back	2
	Price of polyester POY (by end of July)	Decreased by 4.95% since the beginning of the year (decline larger than the 1.03% drop in feedstock PTA)	2
Inventory Levels	Polyester POY inventory (end of Q2)	Approximately 18 days (decreased by about 9 days from the end of Q1)	2
	Nylon inventory (end of Q2)	Approximately 38 days (increased by about 8 days from the end of Q1 and 11 days from the beginning of the year)	2
	Spandex inventory	Remained high at around 50 days in the first half of the year	2
Capacity Utilization	Proportion of sample filament weaving enterprises with capacity utilization > 80%	47.5%	1
	Proportion of sample filament weaving enterprises with reduced capacity utilization compared to last year	52.5%	1

Polyester FDY Yarn

Acrylic Fiber

GRS Polyester Yarn

Polyester DTY Yarn

Recycled Polyester Filament Yarn

Virgin Polyester Staple Fiber

Recycled Polyester Staple Fiber

Nylon Chips

Nylon Staple Fiber

Nylon 66 Fiber

Recycled Nylon Fiber

Nylon Flock Tow

Polyester FDY Yarn

Acrylic Fiber

GRS Polyester Yarn

Polyester DTY Yarn

Recycled Polyester Filament Yarn

Virgin Polyester Staple Fiber

Recycled Polyester Staple Fiber

Nylon Chips

Nylon Staple Fiber

Nylon 66 Fiber

Recycled Nylon Fiber

Nylon Flock Tow

Blog Details

Output Up, Profits Down, Export Resilience Highlights

Output Up, Profits Down, Export Resilience Highlights

Output Up, Profits Down, Export Resilience Highlights

Output Up, Profits Down, Export Resilience Highlights