Market Trends: Strong Demand For Down Jackets, Short Supply Of Down

CCTV reporter Liu Yanlin: In the production workshop of a down product enterprise in Huai'an, Jiangsu Province, how can goose feathers be sorted and sent to different down product sales companies? It all depends on a large machine called "five compartment hair divider". Its height is 22.5 meters, equivalent to nine floors of civil residential buildings. Its interior is divided into different levels of fluff in the first, second, third, fourth and fifth compartments according to the different weight of fluff through the continuous work of the fan. Finally, it is packaged and sent to different down products companies for sales.

The person in charge of the enterprise introduced that the fluff in the first compartment was provided to badminton manufacturers; Second and third compartment fluff for home textile industry; The down content of Siwuxiang is generally more than 90%, which will be sold to down jacket manufacturers. Because of the continuous growth of downstream demand, the supply of wool is generally in short supply at present, and the price is rising.

Zhou Yuhai, the person in charge of a down product enterprise in Jiangsu Province: Due to the high price of raw materials, goose down with 90% cashmere content has increased from 650000 yuan/ton at that time (November 2022) to 1.3 million yuan/ton now.

The price of down is rising, and consumers have high requirements for the down content of down jackets, which further increases the cost. In a down jacket manufacturing enterprise in Jiaxing, Zhejiang Province, workers are rushing to work on orders for down jackets this winter. The person in charge said that in previous years, the filling capacity of a down jacket was between 100g and 200g, while this year, the filling capacity of many products has reached 300g.

Zhu Lanyue, the person in charge of a down jacket production enterprise in Zhejiang, said that we use about 20 tons of down in a year. Since the beginning of the year, the amount of duck down has increased from 390000 yuan/ton to 540000 yuan/ton, which means at least 45 million yuan more.

The reporter visited many enterprises and learned that the wholesale price of finished down jacket products is currently between 200 yuan and 500 yuan, with an increase of about 10%. This year, the orders of enterprises are generally good, and they are increasing production.

Qian Ke, the person in charge of a down jacket manufacturer in Zhejiang Province, said that the order for the same period last year was about 50000 pieces. So far this year, we have ordered more than 100000 pieces.

(Source: CCTV Finance)