成本攀升 羽毛球行业顺势谋变

Core Viewpoint - The continuous price increase of badminton products, driven by rising raw material costs, is reshaping the industry landscape, leading to a thriving second-hand market and accelerated development of alternative products [1][2][4]. Group 1: Price Adjustments - YONEX announced a price adjustment for several badminton products, with increases ranging from 30 to 40 yuan per dozen, effective August 1 [1]. - Prior to this, domestic distributors reported price hikes due to rising production material costs, with specific products like AS-05 increasing from 275 yuan to 350 yuan per dozen and AS-9 from 225 yuan to 295 yuan per dozen [1][2]. - This marks the second significant price increase in the badminton market within three months, following a collective price rise in April [1]. Group 2: Market Dynamics - The price increase is primarily attributed to the rising costs of key raw materials, particularly the feathers used in badminton, which have seen significant price hikes [2][4]. - Despite the price adjustments, the enthusiasm among badminton enthusiasts remains strong, with stable purchasing volumes reported by distributors [2]. - The ongoing price surge has led to a boom in the second-hand badminton market, with sellers offering used products at significantly lower prices, making them attractive options for beginners and casual players [2][3]. Group 3: Industry Growth and Opportunities - The badminton industry is experiencing rapid growth, driven by both supply constraints and increasing demand, with approximately 250 million participants in badminton in China, making it the second-largest mass sports activity after walking [4]. - The number of registered badminton-related enterprises in China has reached about 17,000, with around 220 new registrations since 2025 [4]. - The market's growth presents opportunities for related companies, such as Jiangsu Yike Food Group, which is involved in badminton manufacturing and aims to leverage its raw material supply for production [5].