In recent years, due to multiple tariff policies and the cancellation of tax exemptions for cross-border small packages, China's textile and apparel exports to the United States have been under continuous pressure. In 2025, the total export volume of China's textile and apparel to the United States declined by more than 10% year-on-year. The market share of the United States was occupied by many countries in Southeast Asia, and small manufacturing enterprises faced prominent problems such as lost orders and shrinking profits. With the implementation of bilateral economic and trade consensus and the marginal relaxation of tariff control, it has become a key positive support for the industry. From an operational perspective, the reduction of tariffs will directly restore the export profit margins of enterprises and alleviate the operational difficulties of small textile enterprises. Currently, the end inventory of the United States is gradually being depleted, the demand for replenishment is rising, and combined with policy benefits, brand owners and retailers who were previously on the sidelines will accelerate their orders. The trend of core orders flowing back in the autumn and winter is clear, and advantageous categories such as knitted clothing and home textiles will benefit first. 

Cotton, as the core raw material, its import channels and price fluctuations directly affect the cost of the entire industrial chain. Previously, due to the impact of trade frictions, the trade of US cotton with China was blocked, and the domestic shortage of high-quality cotton for use became prominent. The cotton price fluctuated frequently. This time, the two sides reached a consensus on agricultural product trade cooperation and resumed the regular import of US cotton, effectively filling the shortage of high-end raw material supply and ensuring the continuous and stable production of downstream spinning and weaving enterprises. After the optimization of the raw material supply pattern, the domestic cotton price will gradually return to a reasonable range, and the cost expectations of the entire industry will be stable. 

In 2025, the Southeast Asian countries will seize a large number of markets by leveraging their tariff advantages. The domestic textile industry chain will face the dual pressures of capacity outflow and share reduction. The improvement of the Sino-US trade environment will effectively stabilize the basic foundation of the industry supply chain and slow down the pace of low-end production capacity relocation. Relying on China's complete industrial chain support, efficient delivery capabilities and mature intelligent manufacturing system, the domestic textile and apparel industry will regain the mainstream market share in the United States and consolidate its core position in global textile manufacturing. 

The positive economic and trade benefits at the diplomatic level have completely reversed the pessimistic expectations of the market towards the textile and clothing industries, and restored the confidence of the entire industry. In the capital market, the valuations of cotton, cotton yarn futures, and the textile and clothing sectors have continued to recover; at the industrial level, enterprises have significantly increased their production capacity, technological upgrades, and new product development intentions. In the short term, the multiple benefits of tariff relaxation, order return, and stable raw material prices will quickly realize the performance recovery dividends; in the long term, this is even a key opportunity for the domestic textile industry to reshape the global competition landscape and move towards high-quality development. 

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