On May 1, 2026, as upstream raw materials such as cashmere, Australian wool, and chemical fiber continued to increase in price, the cost transmission pace of the wool spinning industry accelerated significantly, and many wool spinning companies officially issued product price adjustment notices.
Affected by the continuous rise in the prices of high-end cashmere and high-quality wool, the ex-factory price of cashmere yarn with 30% cashmere content in the market has been officially raised. The pressure of rising raw materials is gradually transmitted to downstream weaving and garment terminals. The price of high-content pure cashmere yarn is temporarily stable at this stage, mainly relying on the company's early low-priced raw material inventory to buffer cost pressure.
At present, the autumn and winter clothing stocking cycle has started ahead of schedule, and the demand for replenishment of downstream manufacturers has been released, further boosting the strength of raw material and yarn prices. The industry generally predicts that end products such as high-end cashmere sweaters, wool coats, and knitted fabrics may experience a round of structural price increases during the year. Locking in the supply of raw materials and yarns in advance has become the key to the stable operation of enterprises.