Cn-down > Domestic news > News content
2023-06-17 来源:金绒 浏览量:1982
summary
The overall market has remained stable this week, with the price of white goose down rising again.
With the OEM of Down jacket in Southeast Asia entering the traditional peak season of shipment, China's foreign trade of down raw materials has also recovered recently, driving the price of goose down further stronger. However, European and American customers are still digesting inventory, so the estimated shipment of ready-made clothing this year is conservative, and the overall order status will not be clear until the end of September.
As for the domestic down and feather market, although it has passed half of June, it has still not been able to break free from the decline. Although the peak season for downstream orders is approaching and the trading volume of the raw material market has increased, duck down remains relatively weak.
The Central Meteorological Observatory issued the first high temperature yellow warning of the year on June 14th, predicting that the highest temperature in Hebei, Henan, Shandong and other areas will be between 37 and 40 ℃, with local temperatures reaching over 40 ℃. Under ultra-high temperatures, ducks will not grow too large, and there will be more immature and small down feathers. At the same time, the processing difficulty and cost of down enterprises will also increase.
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good news
Quang Viet, a Down jacket foundry, announced that the consolidated monthly revenue in May was 1.598 billion yuan, a record high in May, with a monthly increase of 26.87% and an annual increase of 7.96%. Quang Viet expects that the inventory of American sports brand customers will gradually adjust this year, and orders are expected to rebound next year.
General Manager Wu of Quang Viet stated that as we enter the second season of traditional production and shipment peak, Quang Viet's operations continue to heat up. Although slightly affected by the adjustment of orders from American sports brand customers, the group still maintains growth in orders from other brand customers, and some customers place orders in advance to pull goods.
KWANG LUNG, another big Down jacket OEM factory, achieved a revenue of 978 million yuan in May, a monthly increase of 57%, also better than last year, with an annual increase of 3.1%. KWONG LUNG plans to achieve a global market share of 4% for high-end outdoor clothing by 2026, and will be listed as one of the top 10 suppliers of high-end outdoor clothing.
KWONG LUNG pointed out that entering the second season, the clothing business unit has returned to peak season shipping levels and is expected to see a positive annual growth; The revenue of the down raw materials department has gradually rebounded, and it is estimated that the combined revenue can increase by more than 40% compared to the previous quarter, while the home textile department's shipments are weak.
On June 8th, the Autumn and Winter Tasting Conference of the Yunshang New Hanpai Men's Clothing Supply Chain Center kicked off. The debut of high-quality trendy autumn and winter new men's clothing has attracted buyers from all over the country, including Guangzhou, Hangzhou, Zhengzhou, Tianjin, Xinjiang, etc.
Boss Wang of Mozun Shangpin said that lightweight and fashion are the key words of this winter's Down jacket. In recent years, the development of Han style men's clothing has been getting better and better. In terms of style and quality, it can be comparable to or even better than Hangzhou products."
At the men's clothing store, Ms. Zhang from Tianjin Wanglanzhuang Wenzhou Trade City is reviewing and selecting products. Ms. Zhang said that every June, she would come to Wuhan to purchase down vests and Down jacket. This is her first time to come to Yunshang. Compared with other markets, Yunshang has perfect hardware in all aspects and a wide range of Han style clothing.
It is understood that buyers from all over the country have shown great interest in the New Han style men's clothing autumn and winter new product tasting event. They not only praised the quality and design of New Han style men's clothing, but also placed orders one after another, injecting new impetus into the development of New Han style men's clothing.
Anhui Gugi Down&Feather Textile Incorporated updated its listing application review status on June 9th. The company has replied to the letter of opinion implementation, mainly on the sustainability of performance growth, costs and Gross margin, and sales expenses. In addition, it was mentioned that the time for major customers to place orders has been delayed.
In the first quarter of 2023, HLA signed a procurement contract with the issuer, which is a business arrangement made by HLA based on factors such as macroeconomic environment, industry development expectations, and its own production needs.
HLA is a well-known enterprise in the industry, and each batch of procurement will follow the bidding process. The bidding results are generated through a multi-party game between HLA and its core down suppliers, so there is no need to cooperate with the issuer to adjust the order timing and scale.
According to the HLA ordering pattern, orders with large amounts are generally placed around the end of the year. The delay in the issuance of HLA orders in 2023 is due to the impact of working from home and other factors at the end of 2022. In 2023, both parties signed a contract with an order quantity of 250 tons, and the procurement quantity matched the HLA business demand.
On the morning of June 6, Moscow Time, six down enterprises, including Pengda Down and Zhongxin Down, were invited to attend the F-EXPO Clothing Fair in Moscow, Russia.
At the meeting, the down enterprises in Taiqian County brought Down jacket, Duvet, down sleeping bags and other products with fashionable design and novel style. Customers from all over the world frequently gathered around and paid wide attention to them. Some signed agreements on the spot, and some sent out invitations for cooperation.
During the fair, Mikhail, the head of the clothing section of the Russian Textile and Garment Entrepreneurs Alliance, the sponsor, highly recognized the quality of down in Taiqian County and expected that down in Taiqian County would enter thousands of families in Russia. He said that he would spare no effort to provide channels and help for Taiqian County's down and products to enter the Russian market.
In September this year, Taiqian County will hold the International Down Expo. At that time, down clothing brands, down products manufacturers, down raw material suppliers, down processing equipment manufacturers from all over the world will gather in front of the stage.
bad news
On June 8 local time, the Climate of the United States Center (NOAA) reported that "in May, as the equatorial Pacific Sea surface temperature rose above the average, a weak El Nino phenomenon occurred."
The agency analyzed that El Ni ñ o may gradually strengthen from 2023 to early 2024, with a 56% probability of a strong El Ni ñ o occurring between November this year and January next year, and an 84% probability of exceeding moderate intensity.
The last time a strong El Ni ñ o phenomenon fully erupted was in 2016, when the world experienced its hottest year on record. Although it is too early to compare the current El Ni ñ o phenomenon with 2016, the two are very similar in terms of intensity and the rate at which water temperatures begin to rise.
East Asian countries such as China and Japan may experience warm winters and low snowfall, leading to damage to winter crops, increased heating demand, and difficulties in ski resort management. At the same time, the El Nino phenomenon will change the Atmospheric circulation, which may increase the frequency and intensity of typhoons and bring disasters to coastal areas.
Some parts of North America may experience cold winters and heavy snowfall, leading to traffic congestion, increased energy consumption, and public health issues. One third to one half of the whole Southern United States, including California, may be wetter due to El Nino, which will further shift the path of winter storms southward to the equator.
At the time when many forest fires in Canada produced a lot of haze and affected people's daily life, the Canadian government said it planned to set up a disaster response agency as soon as possible to "ensure that we do a good job of prediction and protection before more such events occur".
According to data released by the General Administration of Customs on June 7th, despite the ineffective recovery of foreign demand, coupled with the impact of supply chain recovery and high export base in the same period last year, China's textile and clothing exports experienced another decline in May.
In US dollars, exports decreased by 13.1% year-on-year in May, and a cumulative year-on-year decrease of 5.3% from January to May. From the perspective of product categories, due to the decrease in clothing export orders from Southeast Asian countries, the decline rate of our intermediate goods exports exceeded that of end consumer goods, and textile exports decreased by 14.2% year-on-year; Clothing exports have slightly stabilized, with a year-on-year decrease of 12.2%.
According to the latest statistics from the Office of Textiles and Clothing (OTEXA) of the United States Department of Commerce, US retailers and brands have reduced the import of foreign made clothing by nearly a quarter this year. Among them, China's exports to the United States have experienced the largest decline.
In the first four months of this year, China exported $4.52 billion worth of ready-made clothing to the US market. The export value for the same period last year was 6.69 billion US dollars. Based on this, exports to the United States decreased by 32.45% from January to April this year.