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Weekly Quotes | The market is becoming increasingly active, causing price fluctuations

2023-07-23 来源：金绒浏览量：724

summary

The overall market remained stable this week, with a slight increase in grey goose down and a slight decrease in duck down.

At present, clothing companies are still very cautious when placing orders, and major brands are particularly eager to negotiate prices. However, in the past few years, the down and feather market has experienced a decline in July, which is almost a normal trend. At the same time, recently, there have been many gatherings for ordering, which has gradually activated the market for finished down. Among them, the price of goose down is relatively strong due to stable exports and increased domestic demand.

With the advent of June, the export of down garments has officially entered the peak season, and the industry is also looking forward to the domestic market goods in August and September. However, customs data show that the export situation of Down jacket in June 2023 is not ideal. For the same period in June, it is only better than 2020 in the past nine years, which is the second lowest point in history.

In addition, the export of down feathers has also encountered another "Waterloo", and after March this year, there was an abnormal situation in June where the number of exports was less than the number of imports. Due to the seasonal demand from European and American consumers, down bedding is expected to experience growth in the third quarter.

Monday: The price of gray goose down rose

Exchange rate of USD to RMB: 7.1326

Tuesday: Prices of all categories are flat

Exchange rate of USD to RMB: 7.1453

Wednesday: Prices of all categories are flat

Exchange rate of USD to RMB: 7.1486

Thursday: Prices of all categories are flat

Exchange rate of USD to RMB: 7.1466

Friday: The price of white duck down and gray duck down fell

Exchange rate of USD to RMB: 7.1456

good news

Uniqlo: Give more attention to Southeast Asia, India and other regions, and some autumn and winter commodities in 2023 will increase in price

After the epidemic, Fast Retailing, which is implementing aggressive expansion plans, is "putting eggs in more baskets", and Southeast Asia, India, and Australia are receiving more attention.

For example, in the Indian market, although Zara, the competitor of Fast Retailing, was involved in a bitter battle there, Tadashi Yanai, the founder and president of Fast Retailing, stressed that he expected India to achieve "equal or greater growth with China". On October 6, 2023, Uniqlo will open its 11th physical store in Mumbai, India.

Fast Retailing CFO Kenzo Okazaki explains the balance between different markets: This definitely does not mean we have lost confidence in the Greater China region, but Southeast Asia is experiencing economic growth, and the size of the middle-income population there is also growing.

For many years, the business in the Greater China region has been an important foundation for the global landscape of Fast Retailing. In the nine months to the end of May 2023, the recovery of the consumer markets in China and Southeast Asia has become an important driving force for the performance of Fast Retailing, and the first price increase of these overseas stores has been accepted by the market.

Tadashi Yanai has set a grand plan for fast selling: the company defines 2023 as the starting point of "the fourth entrepreneurship", and hopes that the total comprehensive income will reach the level of 5 billion yen (257.7 billion yuan) within five years.

In addition to opening stores, price increases are also a way for Uniqlo to make profits. Since the autumn and winter of 2022, Uniqlo has raised the price of some products, including core items such as ultralight down. Goods with prices, designs, and materials that meet demand can achieve growth in sales even if prices rise, "said Okazaki. Some autumn and winter goods in 2023 will have higher prices.

Pinghu · China Garment City Original and Strict Selection Down jacket Order Fair Wins

On July 15, 2023, the three-day 2023 Pinghu China Down jacket Second Original Strict Selection Down jacket Joint Order Fair ended successfully with 140 million sales achievements in the 3F Original Strict Selection Zone of the Clothing City.

There were a total of 47 exhibitors in Pinghu China Clothing City this time, welcoming the arrival of the batch collectors with a warm atmosphere. The first day of data is as of 17:00 on July 13th, and the order will be successful with sales exceeding 42 million!

In this joint order meeting, in order to provide customers across the country with the new Down jacket in 2023, the Clothing City has made great efforts to protect the new styles.

Customers from all over the country who come to Pinghu China Clothing City need to undergo strict identity verification, and at the same time, affix mobile phone anti photo stickers to achieve customer authenticity, as well as strict protection for original new models.

EBay launched the third quarter promotion, and Duvet is a must for overseas consumers in winter

Recently, the global cross-border e-commerce platform eBay has announced multiple third quarter promotional activities, covering categories such as automotive and motorcycle parts, home textiles, pet products, and multiple sites, aiming to support Chinese sellers in related categories to further enhance their professionalism and expand their business.

Home textiles have always been a category with obvious advantages in the industry chain of Chinese sellers. This eBay promotion for home textiles category involves eight major sites and 541 subcategories in the United States, Britain, Germany, Australia, Italy, France, and West Canada, aiming to help Chinese sellers seize the opportunity of changing seasons and sprint towards the peak season at the end of the year.

At present, the best-selling items of home textiles on eBay mainly include bedding, carpets, and curtains. In the third quarter, European and American consumers will begin to prepare for the change of seasons. The thermal insulation products in the home textile category, such as Duvet, blankets and pillows, are all necessary household products for overseas consumers in winter.

For the strategic categories with global focus, eBay has been committed to investing a large amount of resources to improve buyer satisfaction, while continuously supporting the business development of Chinese sellers.

bad news

Quality decline? The low production of down? White Feather Duck Industry Faces "Growing Pains"

Shandong produces about 2 billion ducks every year, accounting for nearly half of the country's total. Shandong's duck industry is also a thriving industry. Recently, at the 2nd (2023) Five Mountains Forum on Waterfowl Industry and Shandong Waterfowl High Quality Development Conference, Xie Rongshan, Chairman of Shandong Fengying Food, delivered a speech that shocked everyone.

“The decline in the quality of meat ducks is affecting people's consumption of duck meat. The shorter the feeding time, the more large-scale breeding sheds, and some ordinary sheds that are well raised can be sold in 32 days! This is a good thing for farmers, but not a good phenomenon for consumers.“

“"The fat content in the breast and legs is increasing, and the Duck wing tips are getting thinner, all of which are fed back from the end market Juewei, Zhouhei duck, and Delicatessen. After the two wings are boiled, they become thinner and smaller, the viscera become smaller, the gizzards and esophagus become smaller, and the down yield rate is low, which is not good for the duck killing industry."

“Our competitiveness lies in duck gizzards, duck feathers, duck esophagus, and duck tongue. If all of these become smaller, it will be temporary for the refrigeration plant not to make money, and the added value of the entire processed duck will decrease.“

Regarding this, Director Li Liuhang, a first level researcher at the Shandong Provincial Animal Husbandry and Veterinary Bureau, stated: "The development situation of the waterfowl industry is good, but there are also some problems. These problems are the problems of the industry's growth process and also the troubles of growth."

And Luo Dong, Deputy Secretary of the Party Committee of Guangxi Guiliu Animal Husbandry Group, talked about the situation in the second half of the year. "When the price of (duck seedlings) was high, it was 6 to 7 yuan per one, which was a huge profit for this industry. Many people, even if they had not raised ducks before, also raised them in large quantities, so that supply could exceed demand in the second half of this year."

Liu Changsheng, Chairman of the Shandong Duck Breeding Alliance, predicts that from a supply perspective, it is difficult for slaughtering enterprises to continuously put in at full capacity, and the supply of commercial substitute duck seedlings will significantly increase after late July. It is inferred that the later slaughter volume will decrease month on month to support the quotation.

Cheng Haoliang, Deputy Secretary General of the Waterfowl Branch of the China Animal Husbandry Association, stated that the production capacity of breeding ducks and commercial ducks is still relatively high, making it difficult for consumption to increase significantly. The market for duck seedlings will be better, the pressure will be less, and the backend will be cautious and optimistic. According to his calculations, the production of white feather meat ducks in the first half of the year was 3.5 million tons.

China's position as the largest importer from the United States has declined due to overtaking by Mexico and Canada

Since President Biden took office, the trade differences between the United States and China have not decreased, but have increased. The Biden administration maintains high sanctions and tariffs on Chinese goods, while promoting the "friendly shore outsourcing" policy, benefiting North American trade allies such as Mexico and Canada.

Under this trend, data from the United States Department of Commerce shows that China has "given up" its position as the largest exporter to the US for 15 years, and its leading position has been surpassed by Mexico and Canada, ranking third.

According to the trade statistics of the United States Department of Commerce, the amount of US imports from China from January to May was 169 billion US dollars, accounting for 13.4% of its total imports, 3.3 percentage points lower than the same period last year, the lowest level since 19 years.

However, this is only US data. According to the statistics of the General Administration of Customs of China, China's exports to the United States in the first five months were 2007 billion US dollars, an increase of 30 billion US dollars compared to the statistics of the United States, and a year-on-year decrease of less than 1/6. The United States remains China's largest exporter.

American enterprises have also begun to re-examine supply chain issues. For example, Apple is moving its production center from Chinese Mainland to Southeast Asia and India. The Nikkei News Network pointed out that if the trend of dependence on China is further spread, the exports that drive China's economic development will lose their upward momentum.

In terms of down and feather exports, from January to May 2023, exports to the United States reached 3950.6 tons, a year-on-year decrease of 23%; Exports to Canada reached 379.8 tons, a year-on-year increase of 89%; Exports to Mexico amounted to 232.0 tons, a year-on-year decrease of 9%.

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