2025年中国纺织服装行业研究报告：宏观经济与可持续发展分析

Contents 1. Introduction32. Relevance to Industry Decarbonization Goals43. Macroeconomic View54. Decarbonization and Sustainability Initiatives75. Energy Efficiency & Emissions: Higg FEM106. Energy Landscape: Powering the Textile and Apparel Industry127. Workforce and Social Responsibility148. Competitive Landscape179. Export Performance and Market Trends2010. Consumer Goods Market: Urbanization, E-Commerce, and Growth2211. Key Challenges2512. Emerging Opportunities2813. Conclusion and Outlook31About Cascale34 1. Introduction Thisreport provides an overview of macroeconomic trends,industry dynamics,andsustainability insights into China’s consumer goods manufacturing landscape, with a focuson the textile and apparel sector. It highlights the alignment between China’s evolving policiesand Cascale’s decarbonization programs, targeting a 45 percent GHG emissions reductionacross the consumer goods value chain by 2030. Emphasizing the critical role that Cascale members and the broader industry can play, thereport underscores China’s potential to significantly contribute to global decarbonizationefforts. With its status as the world’s second-largest economy (approximately $19 trillion GDPin 20241,2) and its ambitious climate commitments (to peak carbon emissions by 2030 andachieve carbon neutrality by 20603), China is positioned to leverage both domestic policiesand international collaboration to advance a low-carbon transition. At the same time, ensuring decent work for the millions employed in this sector remains pivotal.Robust economic growth coupled with proactive sustainability initiatives – guided by China’s14th Five-Year Plan (FYP) and “dual carbon” strategy4– suggest that the country can pursuehigh-quality development that balances industrial expansion with climate action and socialresponsibility. Amid evolving global market dynamics, China’s trajectory will heavily influenceprogress toward Cascale’s decarbonization goals. 2. Relevance to IndustryDecarbonization Goals China’s regulatory landscape and sustainability initiatives offer consumer goods companiessubstantial opportunities to align with both local and international environmental standards.The country’s national targets (peaking CO2by 2030, net-zero by 2060) are in line withCascale’s vision for decarbonization. By engaging with China’s emerging “dual carbon”policies and corporate programs, businesses can support global emissions reductions whileensuring compliance with new climate-related regulations. For example, the China NationalTextile and Apparel Council (CNTAC) has launched a life cycle assessment platform (LCAplus)to improve carbon data transparency across the supply chain.5Such efforts dovetail withCascale’s emphasis on measurable GHG reductions and enable companies operating inChina to demonstrate progress toward science-based targets. Aligning with these standardsnot only furthers global decarbonization goals but also enhances competitive advantage:firms that proactively cut emissions and meet China’s environmental guidelines will be betterpositioned as global markets impose stricter carbon border measures and supply chain duediligence requirements. In short, China’s policy direction – including emissions trading schemes, green financeincentives, and sector-specific climate action plans – provides a framework through whichtextile and apparel manufacturers can accelerate emissions mitigation to foster a moreresilient and future-proof industry.6 3. Macroeconomic View China has demonstrated resilient economic performance in recent years, albeit with amoderating growth rate as the economy matures. Gross Domestic Product (GDP) reachedapproximately $18 trillion in 2022 and was around $19 trillion in 2024.7The government set afive percent growth target for 2024 and reported earlier this year that it had surpassed its goal,reaching 5.4 percent,8citing high-tech investments and strong exports as key drivers. Eventhis more modest growth is “incredibly relevant for the global economy,” as an economistat Boston Consulting Group noted,9given China’s sheer size. The robust expansion over pastdecades has been driven by industrialization and manufacturing – including in the textile andapparel sector – though the government is now pivoting toward “high-quality growth” withgreater emphasis on technology, services, and sustainability.10 China is a cornerstone of the global textile and apparel supply chain, standing as theworld’s largest garment exporter. Manufacturing (of which textiles and clothing play a part)remains a key pillar of the economy and a major employer. The textile and apparel industryalone accounted for about 8.7 percent of China’s total export revenue in 2023 and provideslivelihoods for almost eight million workers.11Notably, China’s consumer goods manufacturinghas broad scope: it produces everything from basic t-shirts and denim to high-end technicalapparel, supported by an expansive domestic supply chain. The country’s strong b