In September 2025, the textile industry as a whole failed to usher in the traditional "Golden September" peak season, and the prices of most raw materials and yarns were under downward pressure. The market showed a weak pattern of "insufficient cost support, weak demand recovery, and high inventory pressure."

Chemical fiber sectors were generally under pressure:

The polyester supply chain performed weakly. Polyester filament prices gradually declined, while factory inventories climbed to a high of 20-31 days, forcing companies to offer discounts and promotions. PTA and polyester staple fiber prices fell 3.01% and 1.39% month-over-month, respectively, with the expected introduction of new production capacity exacerbating supply pressures. Polyamide filament also performed weakly, with prices falling to a year-to-date low, a monthly drop of over 3%. Declining prices for raw material PA6 chips and a lack of downstream orders combined to constrain the market.

There was a game between Supply and demand in the cotton textile industry chain:

The cotton market was weak and volatile, with the spot price of 3128B grade lint cotton falling 2.95% at the end of the month compared to the beginning of the month. Expectations of a bumper cotton harvest (national total output is expected to increase by 8.3%) contrast sharply with the lackluster peak season in the downstream market. Textile machine operating rates showed a divergence, with Xinjiang showing strong performance and mainland China showing weak performance. Insufficient foreign trade orders and cautious domestic demand put pressure on the market.

Downstream production was high, but terminal demand was weak

Viscose staple fiber was a bright spot, with prices rising slightly by 0.61%, primarily due to low industry inventories. However, looking ahead to October, with the concentrated arrival of new cotton and no substantial improvement in end-user demand, the textile industry as a whole will continue to face the dual challenges of loose supply and weak demand. Prices of most products are expected to continue to fluctuate and weaken.

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