鸭绒大涨价,羽绒服市场咋“没感觉”

Core Insights - The price of duck down has surged to 564.06 yuan per kilogram, an increase of 11.91% year-on-year, while the price of white goose down has decreased by 14.66% to 938.52 yuan per kilogram [1][3] Supply and Demand Dynamics - The supply of duck down has significantly decreased due to a reduction in duck farming, with production dropping to about 1/2 to 1/3 of previous levels as farmers face losses from low duck meat prices [3][4] - The current price of duck meat is around 4000 yuan per ton, down from 5000-6000 yuan per ton last year, contributing to the decline in duck farming [3] - Increased demand for down products, driven by expectations of a cold winter and low inventory levels, has led to a spike in procurement activities [3][4] Market Behavior and Consumer Response - Despite rising raw material costs, retailers have managed to keep consumer prices stable through promotions and discounts, with many consumers reporting significant discounts on down jackets [5][6] - The trend of rational consumer behavior is evident, as many consumers are not feeling the impact of rising raw material prices due to ongoing sales and the durability of down jackets [6][7] Product Evolution - Down jackets are evolving with improved materials and manufacturing processes, including the use of larger duck down particles for better insulation and machine-washable designs [7] - The market is expected to stabilize as high duck down prices may ease, leading to a demand-driven equilibrium [7]