In recent years, due to multiple tariff policies and the cancellation of the duty-free policy for cross-border small packages, China's textile and clothing exports to the United States have faced challenges. Data shows that in 2025, the scale of China's textile and clothing exports to the United States will decline year-on-year. The import share of the US market is facing competition from many countries in Southeast Asia. Some small and medium-sized manufacturing enterprises and cross-border e-commerce businesses are facing the predicament of losing orders and shrinking profits. With the recent implementation of the consensus on Sino-US economic and trade relations, bilateral tariff control has seen a marginal relaxation, bringing crucial positive support to the industry. 

From the perspective of industrial practice, the reduction of tariffs will directly restore the profit margins of enterprises' exports and alleviate the operational pressure of small and medium-sized textile and apparel enterprises. Currently, the end-market inventories in the United States are gradually being depleted, and the demand for replenishment is increasing. Coupled with the favorable impact of the tariff policy, the brand owners and retailers who were previously hesitant will accelerate their orders. The trend of core orders flowing back in the autumn and winter season is clear. China's advantageous export categories such as knitted clothing, home textiles, and outdoor functional clothing are expected to benefit first. Based on the calculations by industry institutions, after the implementation of this trade easing, the growth rate of China's textile and apparel exports to the United States in the second half of the year is expected to turn from negative to positive, with a year-on-year increase of 15% to 20%, effectively recovering the market share lost earlier. 

The trade channels for American cotton are unobstructed, and the cotton raw material market maintains stable prices and ensures supply.

Cotton, as the core raw material for the textile industry, its import channels and price fluctuations directly affect the production rhythm and cost control of the entire industrial chain. Previously, due to the Sino-US trade friction, the trade of American cotton with China was hindered, and the supply of high-quality cotton for domestic use faced pressure. The cotton prices fluctuated frequently, bringing many uncertainties to the regular production of textile enterprises. 

This bilateral agreement reached a consensus on agricultural product trade cooperation, clearly resuming the regular import of US cotton to China. This effectively fills the gap in domestic supply of high-end cotton raw materials, ensuring the continuous and stable production of downstream spinning and weaving enterprises. After the optimization of the raw material supply pattern, domestic cotton prices will gradually return to a reasonable range, reversing the previous unilateral fluctuation trend, and stabilizing the cost expectations of the entire industry. 

The supply chain landscape is undergoing a reshaping, firmly establishing the core position of domestic industries.

In 2025, the share of clothing imports from China in the United States declined. Southeast Asian countries seized some market shares by leveraging their tariff advantages. The domestic textile industry chain is facing dual pressures of capacity outflow and market share reduction. The continuous improvement of the Sino-US trade environment will effectively stabilize the basic foundation of the industry's supply chain, slow down the pace of low-end production capacity relocation, and secure the basic position of the mainstream consumer market in the United States. 

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, restore the lost export growth, and consolidate its core position in global textile manufacturing. At the same time, the recovery of bilateral economic and trade relations will also drive technological and investment exchanges in fields such as textile machinery, new fabrics, and green printing and dyeing, introducing high-quality external resources for the transformation and upgrading of the traditional textile industry, consolidating the long-term development foundation of the industry, and promoting the transformation of exports to the United States from "scale restoration" to "quality improvement and efficiency enhancement". 

The industry's confidence has been fully restored, and the sector is witnessing a turning point of recovery.

The positive economic and trade benefits at the diplomatic level have reversed the pessimistic expectations of the market in the textile and apparel, as well as the cotton industry, and have fully restored the industry's confidence. In the capital market, the valuations of cotton, cotton yarn futures, and the textile and apparel sector have continued to recover, and the financing and credit environment for the industry has continued to improve; at the industrial level, enterprises have significantly increased their production capacity, technological transformation, and new product development intentions, and the vitality of major textile clusters has continued to be released. 

The recovery in exports has led to an increase in the demand for labor and production in the upstream and downstream sectors. At the same time, it has also stimulated the domestic textile consumption market in an opposite way, forming a dual-recovery pattern of exports and domestic demand, providing strong support for the industry's stable growth throughout the year. 

In the short term, the combined positive effects of reduced tariffs, the return of orders, and stable raw material prices will quickly bring about the restoration of industry performance, reverse the decline in exports, and alleviate the operational pressure on enterprises. In the medium to long term, the marginal relaxation of trade barriers is not merely a market rebound; it is a crucial opportunity for the domestic textile industry to reshape the global competition landscape, break free from low-end internal competition, and move towards high-quality development. In the future, relying on the core advantages of the entire industrial chain and the continuous deepening of bilateral economic and trade cooperation, the industry will continue to restore market share, optimize the industrial structure, accelerate transformation and upgrading, and completely break out of the previous downturn cycle, opening up a new stage of stable growth, quality improvement, and strong innovation. 

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