Customs statistics indicate that cotton product exports in September 2025 reached 602,100 metric tons, representing a year-on-year increase of 4.12% but a month-on-month decrease of 10.01%. Cumulative exports from January to September 2025 totaled 5,536,200 metric tons, marking an 8.87% year-on-year increase.

The 4.12% year-on-year increase in September exports and the 8.87% cumulative growth for January-September indicate robust overall demand growth, which is positive for spot prices of raw cotton. This is because demand for raw cotton, as the raw material for cotton products, is expected to rise. However, the 10.01% month-on-month decrease in September exports reflects a short-term slowdown in demand or seasonal adjustments, creating slight downward pressure.

The year-on-year and cumulative growth in export data directly indicates improved terminal demand for cotton yarn, supporting spot prices. The 10.01% month-on-month decrease may be influenced by short-term factors. Combined with cotton yarn futures data (e.g., the main contract 2601 closing at 19,775 RMB/ton), market sentiment remains positive, reinforcing the upward price trend.

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