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Weekly Quotes | The strongest cold wave moves south, and the sales volume of down jacket increases significantly

2022-12-04 来源：金绒浏览量：2553

summary

The price of duck down fell this week, and the raw material down market continued to weaken.

Recently, we finally ushered in a cold wave that we have not seen for a long time. The sales of cold proof articles such as down jackets and duvets also rose to varying degrees, which is conducive to the year-end payment collection of down suppliers. However, as the power of the cold wave weakens, large-scale warming has begun in the north, while the temperature in the south is weak due to the interference of rainy weather.

This year's domestic procurement has come to an end, while the export of down raw materials and down jackets may enter a downward phase. The warmer climate in the past time has brought about a decline in the feather market. Now, down jackets that sell well are just unsalable stocks in the past. Fortunately, there is still a certain demand for domestic and foreign trade of down quilts, and the price of goose down is relatively firm.

The Bureau of Industry and Information Technology of Haizhu District of Guangzhou issued a notice that the Zhongda Textile Business District officially reopened on December 5. At the same time, the epidemic prevention policies of many regions in China have been adjusted, and logistics may continue to recover. For the textile market, the situation of sluggish orders may change under the background of continuous recovery of logistics.

Monday: Prices of all categories are flat

Exchange rate of USD to RMB: 7.1617

Tuesday: Prices of all categories are flat

Exchange rate of USD to RMB: 7.1989

Wednesday: The price of white duck down and gray duck down fell, white goose down, and gray goose down remained the same

Exchange rate of USD to RMB: 7.1769

Thursday: Prices of all categories are flat

Exchange rate of USD to RMB: 7.1225

Friday: Prices of all categories are flat

Exchange rate of USD to RMB: 7.0542

good news

The strongest cold wave is coming! Is the hope of textile industry back?

These days, a strong cold wave has rushed into our country. To this end, the Central Meteorological Station has issued the highest level orange cold wave warning, which is the first nationwide orange cold wave warning since December 2020 and the third nationwide orange warning since the boss level cold wave that made Guangzhou snow in January 2016.

The drop in temperature has made this winter a "sense of existence". Many large shopping centers have welcomed seasonal discounts, and some have launched store celebrations, "Double 12" and other activities. Mr. Zhang, the consumer, said that he had just bought two outdoor brand down jackets. The discount saved a total of more than 1000 yuan, which was very cost-effective.

When a textile boss saw the "cold wave" finally moving south, he excitedly sent a circle of friends to express his hope! The story of cold winter has been spreading since October, but God has been reluctant to let us get cold. Now the temperature drops precipitously, people's demand for autumn and winter clothing such as down jackets will soon increase greatly, and it is expected that the market will also "add orders" for autumn and winter fabrics.

However, more cloth bosses are still not optimistic about the market. The main reason is that clothing enterprises are more and more cautious in placing orders, making the inventory of weaving enterprises higher and higher! At present, according to the data monitoring of Silk Metropolis, the stock of grey cloth in Jiangsu and Zhejiang has reached as much as 38 days.

As South China is frozen through, the cold wave is coming to an end. However, after the yellow warning of cold wave was lifted, the Central Meteorological Observatory continued to issue a low temperature warning. In the coming week, most areas in the south will be in a low temperature state, and there will be cold air to supplement the southward movement.

According to the forecast of the Central Meteorological Observatory, the average temperature in Xinjiang and most of the central and eastern regions in the first ten days of December is lower than that in the same period of the year, including Xinjiang, North China, Northeast China, Huanghuai River, Jianghan, central and western Jiangnan, and western South China.

Down jacket sales soared by 30%! The characteristics of "instant consumption" are obvious

With the arrival of the cold wave, Ningbo quickly entered the cooling "fast lane". And the sudden drop in temperature has also inspired Ningbo citizens' enthusiasm for winter consumption. Down jackets and other winter clothing have become "hot". Compared with previous years, this year's winter clothing consumption is characterized by "immediacy".

At noon on November 30, in a women's clothing brand counter of Yintai Department Store, Ms. Lin tried on a short bread down jacket during the lunch break. After paying, she cut the tag and put it on. "I knew it would cool down today, but I didn't expect it to be so cold! The weather has been very hot this year, and I haven't bought winter clothes, so I felt the urge to buy down jackets when it really cooled down."

Wang Yehe, the head of the women's wear department store, said: "In previous years, many Ningbo citizens would buy winter clothes in advance, such as during the" Double 11 "period. This year, the dynamic sales of winter clothes in the early stage was very insignificant, but this week there was a cooling expectation and a naive chill. The sales of winter clothes increased significantly, with a year-on-year growth of 30% in the past week."

Wang Yihe said that suppliers of mainstream clothing brands are optimistic about the market performance this year. "At present, our stock has reached the peak, regardless of style, size or category, which is very sufficient. From the brand side, the number of new products and styles of this winter have increased by 15% - 20% compared with last year. Everyone has great expectations for the winter clothing consumption in the fourth quarter."

The popularity of down quilts has become a highlight, and the demand for renovation is growing

In recent years, as Ningbo citizens attach importance to sleep quality, the winter home textile market also shows an obvious trend of consumption upgrading. Among them, the popularity of down quilts has become a highlight.

On the second floor of the Yinzhou Store of Sam's Supermarket, the goose down quilt display shelf was placed in a prominent position in the main channel, and many citizens stopped to buy it. In terms of pricing, goose down quilts are priced between 999 yuan and 1399 yuan according to different specifications.

"The price is very affordable, and it has been selling well since it was put on the shelves. The velvet content reaches 95%, and the filling weight of white goose down is 1.25 kg. The number of fabric for the quilt cover of goose down quilt is 80, which belongs to high-density fabric and is not easy to drill down." Introduced by a staff member of Sam's Supermarket.

Not only is the price of goose down quilt becoming more and more affordable, but also many shopping malls have launched businesses such as filled down quilt and renovated down quilt, which are popular with Ningbo citizens.

"Now many people have duvets in their homes, and the demand for refurbishment is also growing. In the past week, our duvets refurbishment business has increased by 70% - 80% year on year. Generally speaking, duvets refurbishment is mainly the replacement of quilt covers. At the same time, you can also check whether the amount of down has decreased due to reasons such as drilling, and supplement according to customer requirements." Wu Yan, floor manager of Ningbo No. 2 Department Store, said.

"In addition, many Ningbo consumers prefer to fill the duvet in real time. Taking the goose down quilt as an example, we also provide domestic Wannan goose down, imported Hungarian goose down, etc. Generally, a 220 × The price of the 250 specification goose down quilt in southern Anhui is about 2000 yuan. " Wu Yan introduced.

bad news

Down jacket in "cold winter": orders in Europe rose, but not much

At the end of November, Andy was still busy in his warehouse. He is a cross-border e-commerce seller engaged in clothing category in Zhejiang Province. Through e-commerce platforms, he is selling his own down jackets to Europe, America and other places to "resist the cold winter" for local consumers.

"Although there are still many orders, the heat has dropped a lot." For Andy and other Chinese cross-border sellers, it is still in the hot summer that they first experienced the heat of winter clothing such as down jackets and cotton padded clothes.

"Our sales peaked in September and October." Andy introduced that for down jackets, the import and export volume is generally high in hot summer and cool autumn, but low in late winter and the whole spring. By the beginning of November, although there was still a lot of sales, the overall trend has become much smoother.

The current period is also very awkward. The weather in Europe has entered winter, so I will buy it at this time. By the time I get it, the winter is almost half over. But Andy said frankly that there was no explosive growth reported by the outside world, but it did increase compared with previous years, with an increase of about 20% - 30%.

The "most serious" bird flu epidemic in history is still spreading rapidly

According to ABC News on the 27th, an agricultural official in Nebraska said that a local farm planned to kill all 1.8 million chickens in the farm after bird flu was found. This indicates that the "most serious" bird flu epidemic in history that the United States is suffering is still spreading rapidly.

According to the data provided by the United States Department of Agriculture, the avian influenza epidemic that began in February this year has led to the slaughter of at least 52.3 million birds in 46 states of the United States so far. This data exceeded the record of 50.5 million birds died when avian influenza broke out in 2015.

According to Xinhua News Agency, South Korea's Central Accident Management Department said on November 27 that bird flu had occurred in a duck farm in the country. This has increased the number of bird flu outbreaks in Korean poultry farms to 22 since the fall.

Recently, highly pathogenic avian influenza has occurred in many places in South Korea, and it is spreading. According to Yonhap News Agency, from the end of October to the beginning of November, bird flu was mainly concentrated in the area of Chung Ching North Road. But from the middle of November, bird flu gradually spread to the capital circle, including Seoul, Incheon, Gyeonggi do, Jiangwon do, Quan Luonan do and other areas.

A poultry farm in Kagoshima Prefecture, southwest Japan, confirmed an outbreak of bird flu on the 27th, and immediately began culling a total of 470000 chickens. Japan's Ministry of Agriculture, Forestry and Fisheries said that from the end of October to the 22nd of this month, Japan reported 14 bird flu outbreaks, killing about 2.75 million birds in total, more than about 1.89 million birds in the last bird flu epidemic season (November 2021 to May this year).

Bosiden: The pressure of offline sales is very great

On the evening of November 24, the interim performance data of fiscal year 2022/23 disclosed by Bosiden showed that by September 30, 2022, Bosiden had realized an operating revenue of 6.18 billion yuan, up 14.1% year on year; Net profit increased by 15% year-on-year to about 734 million yuan.

"In the first half of this year, the epidemic situation had some recurrence, but the impact on Bosiden was relatively small. This year's semi annual interim performance, whether in revenue or profit, all indicators were developing in a better direction." Introduction by Zhu Gaofeng, CFO and Vice President of Bosiden.

"October, November and December are the sales peaks of Bosiden, accounting for about 70% of the company's annual retail sales." As for the upcoming peak season, Zhu Gaofeng said that Bosiden will go to the atrium of core shopping centers in some mainstream cities to arrange some peak season stores in the golden period of December and January, with the business cycle ranging from one week to two months, to undertake the role of brand building and sales promotion.

However, Zhu Gaofeng said frankly that it was difficult to predict the sales forecast for the second half of the fiscal year. "The offline pressure is very great, and the online overall remained stable. Since October, the offline flow has not increased significantly."

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