In the first half of 2026, the domestic home textile industry bid farewell to the high growth driven by real estate dividends in the past. The overall market showed a pattern of slight increase in revenue and pressure on profits, and stock exchange became the main driving force in the market. The revenue of leading companies generally increased, but profit performance was clearly divided, and the characteristics of the industry's “steady increase in volume and profit concentration” were further highlighted. Looking ahead to the second half of the year, based on recent statements from many home textile companies, the home textile industry will continue its structured market. On the one hand, autumn and winter are peak seasons for traditional home textile consumption, and seasonal demand for quilts and kits is expected to be released, which is beneficial to leading brands; on the other hand, the real estate side is improving demand and recovering moderately, but it is difficult to replicate the high trend in the past. In the medium to long term, the competitive logic of the industry has changed. The era of simply competing for prices and channels is over. Product functionalization, fabric upgrading, and segmentation scenario exploration will be the key for enterprises to break through, and the share of functional products such as antibacterial, thermoregulation, and maternal and child grade will continue to rise. Market share will be further concentrated on leading listed companies with high management efficiency and strong brands, and the pressure on small and medium-sized manufacturers that lack product barriers and rely on low prices to survive will continue to increase.

In the first half of 2026, the domestic home textile industry bid farewell to the high growth driven by real estate dividends in the past. The overall market showed a pattern of slight increase in revenue and pressure on profits, and stock exchange became the main driving force in the market. The revenue of leading companies generally increased, but profit performance was clearly divided, and the characteristics of the industry's “steady increase in volume and profit concentration” were further highlighted. Looking ahead to the second half of the year, based on recent statements from many home textile companies, the home textile industry will continue its structured market. On the one hand, autumn and winter are peak seasons for traditional home textile consumption, and seasonal demand for quilts and kits is expected to be released, which is beneficial to leading brands; on the other hand, the real estate side is improving demand and recovering moderately, but it is difficult to replicate the high trend in the past. In the medium to long term, the competitive logic of the industry has changed. The era of simply competing for prices and channels is over. Product functionalization, fabric upgrading, and segmentation scenario exploration will be the key for enterprises to break through, and the share of functional products such as antibacterial, thermoregulation, and maternal and child grade will continue to rise. Market share will be further concentrated on leading listed companies with high management efficiency and strong brands, and the pressure on small and medium-sized manufacturers that lack product barriers and rely on low prices to survive will continue to increase.