Thailand’s textile industry is a major non western entity that constitutes more than 2000 garment companies and an almost equal number of textile firms most of which are located around Bangkok and eastern Thailand. The textile and apparel industry of the country plays key role in the country’s GDP and export revenue. Textile industry in the country is quite expansive in nature with a greater level of proficiency in the production, design, and sale to home textiles. It is a world renowned silk producer which also manufactures spin or twist yarn. It is also excelling in the latest trend in the textile industry of ecofriendly finishing, dyeing, and printing services which meet global standards though it has to deal with some issues.

9月护肤类阿里系GMV达120.73亿元，同增56.72%；本月阿里系GMV前十中，国产品牌有五个、国际品牌有五个，传统、新锐国产品牌持续登榜。

上周上证综指、深证成指、沪深 300 分别跌 2.47%、跌 3.36%、跌 2.11%，纺织服装板块跌 3.02%，其中纺织板块跌 2.43%、服装板块跌 3.32%。个股方面，探路者、中潜股份、奥康国际等涨幅居前，商赢环球、摩登大道、柏堡龙等跌幅居前。 

2019H 纺织服装板块上市公司收入同比下降 1.87%，归母净利润同比下降 14.06%，增速较 2018 年上半年大幅下滑；其中，纺织板块收入和净利增速高于服装板块：纺织和服装的收入同比增速分别为 1%/-3.5%，归母净利润同比增速分别为 4%/- 22%。子行业中，电商、高端女装、户外及运动、母婴、休闲收入同比增速较快，分别为 23%/18%/18%/16%/15%。 

从行业来看，2019年9月服装类细分行业淘系销售额运动鞋服、女装、鞋类等行业同比增长，男装、内衣、箱包、家纺等行业有所下滑。分量价来看，除家纺与运动鞋服以外，多数细分行业销量同比下滑，其中内衣、箱包、婴童跌幅环比提升；均价除家纺下跌以外，其他行业均价增速较明显，预计与线上消费升级、拼多多崛起导致淘宝低价订单出现分流有关。市占率方面，女装、男装、内衣、运动服和童装行业集中度环比提升，内衣、运动鞋服领域龙头效应显著，女装、男装和童装领域品牌化趋势不明显。