Recently, the demand for down has increased rapidly, boosting the price of down. Data show that in early May, the price of white duck down with 90% down content was 180,000 yuan per ton, which has been rising since August. It once reached 290,000 yuan per ton in late October, a 61% increase from the price in May. , the recent price hovers around 280,000 yuan.
01 Down jacket sales increase, young people tend to prefer high-end products
At three o’clock on Saturday afternoon, the reporter came to the Bosideng flagship store on Nanjing East Road, Shanghai. Many consumers come to buy down jackets. The person in charge told reporters that the passenger flow in October doubled compared with previous months and has now returned to the level of the same period last year.
Song Jiajun, general manager of Shanghai Bosideng Commercial Development Co., Ltd., said that this year’s entire down jackets are developing in a younger direction. In the past, The mid-to-high-end crowd mainly focuses on those aged 35 to 45. This year, it is obvious that customers aged 25 to 35 are purchasing some mid-to-high-end down jackets.
The reporter then came to a shopping mall on Nanjing East Road. In addition to the must-have sweatshirts and cotton clothes in autumn and winter, many brands displayed this year’s new models. For down jackets, a store manager told reporters that before October, the proportion of down jackets on display was only 20%, but now it is 50% to 60%.
For the consumption of down jackets, the peak sales season is from autumn and winter to the Spring Festival every year. Industry insiders said that since September this year, the temperature in some areas has been lower than the same period in previous years. In addition, the Spring Festival in 2021 Later, the entire sales cycle is extended, and sales of down jackets are expected to increase.
Xin Chunyan, a staff member at the north side of the First Department Store Commercial Center: Our down jacket sales account for about 60% of the total sales. In the past, one I sell about four or five pieces a month, and now I can sell 2 to 3 pieces a day. October this year was colder than last year, so many customers came early to buy down jackets. According to statistics, our down jacket sales this year will increase by 13% year-on-year.
02 The down workshop produces 24 hours a day to digest 90% of this year’s inventory
In down jackets, down is an important raw material. Generally, clothing factories will We place orders intensively, but this year’s peak sales season for down has been postponed to October. What’s going on? What are the recent changes in down prices?
At seven o’clock in the evening, at a down production company, three trucks were still waiting in line for loading. The warehouse was filled with finished down. According to According to the introduction, since October, more than 300 packs of down have been shipped every day, and trucks are waiting for goods every day. Even if the production is at full capacity, it cannot meet the growing demand for orders.
Li Jiannan, general manager of Anhui Xuancheng Mingjia Down Co., Ltd., said that generally speaking, clothing factories purchase down in large quantities from May to July every year, but Affected by the epidemic this year, garment factories were in a wait-and-see mode in the early stage. Recently, due to the good feedback from the down jacket market and the lower temperature in some areas than in previous years, a large number of orders have been concentrated. On the other hand, “Double Eleven” is approaching. Demand from online customers has also increased rapidly, and down companies were caught off guard by the sudden orders.
Li Jiannan, general manager of Anhui Xuancheng Mingjia Down Co., Ltd., said that the delivery volume in October was as high as the sum of all previous months, 90% All the inventory has been ordered, and only 10% of the inventory is left.
The rapid increase in demand for down has boosted the skyrocketing price of down. Data show that in early May, the price of white duck down with 90% down content was 180,000 yuan per ton, which has been rising since August. It once reached 290,000 yuan per ton in late October, a 61% increase from the price in May. , the recent price hovers around 280,000 yuan.
03 The export of down products has greatly increased, and orders have been scheduled until the end of the year
On the one hand, down orders have increased significantly, and the workshops are working overtime for production. On the other hand, as downstream What is the production and sales situation of down product manufacturers? What impact will changes in down prices have on the profits of product companies?
In a down product manufacturing company in Xuancheng, Anhui, workers are rushing to place orders for down quilts and down pillows. These down products are mainly exported to the United States and the United Kingdom through the online platform Amazon. The recent number of foreign orders There has been a huge increase. Taking down quilts as an example, the daily demand of American users has increased from 500 to 2,000. Seven production lines are operating at full capacity and cannot keep up with the increase in orders. The current orders have been queued until the end of the year.
Liu Yanchun, Administrative Director of Anhui Haoyue Home Textile Co., Ltd.: From January to October this year, we have completed sales of 100 million, and by the end of the year, we have completed 1.3 billion, the total annual output value last year was only 70 to 80 million.
According to industry insiders, the recent surge in exports of down products is mainly due to the transfer of orders from India and other countries. Generally speaking, customers place orders two or three months in advance. The price of down has increased recently. The profits of enterprises have been squeezed to a certain extent, and they can only rely on volume to make up for the losses in the first half of the year. </p
