2500亿元大市场!“温暖产业”,新风口来了→
证券时报·2026-02-08 00:09

Core Viewpoint - The article discusses the transformation and opportunities within China's down jacket market, which is projected to exceed 250 billion yuan by 2025, driven by increased consumer demand and innovative product features [1]. Group 1: Market Dynamics - Recent cold waves have significantly boosted down jacket sales across the country, with a notable increase in demand [1]. - In a clothing city in Pinghu, Zhejiang, over 2,000 sales outlets offer a wide variety of down jackets, with 80% of the nation's sales originating from this location [3]. - The clothing city has shifted from wholesale to retail, achieving daily sales exceeding 300 million yuan and attracting tens of thousands of customers [5][6]. Group 2: Consumer Preferences - Consumers now seek down jackets that offer not only warmth but also functionality, design, and fabric quality [8]. - A company in Pinghu has successfully combined down jackets with features of outdoor jackets, resulting in a popular "down jacket with waterproof capabilities," selling over 2,800 units and generating sales of over 2 million yuan [10]. Group 3: Innovation and Design - Designers are innovating by integrating traditional crafts, such as Jiangnan bamboo weaving, into down jackets, creating a new category called "down woven fashion" [12][13]. - The team has sold 1,200 down jackets overseas, generating approximately 8 million yuan in sales [14]. Group 4: Industry Growth and Challenges - Pinghu has become one of the largest down jacket manufacturing bases in China, with annual sales exceeding 50 billion yuan [17]. - The industry faces the challenge of transitioning from "scale leadership" to "quality superiority," prompting the introduction of a quality grading system for down jackets in 2025 [17]. Group 5: Material and Technology - The fabric and raw materials for down jackets are primarily sourced from Shengze, Jiangsu, where traditional fabrics like Songjin are being adapted for down jackets, resulting in over 20 million yuan in fabric sales annually [19]. - The Songjin down jackets, priced around 6,000 yuan each, have achieved significant sales, with one item reaching 140,000 yuan [19]. Group 6: Future Directions - The textile industry is evolving from OEM production to original design and brand operation, driven by technology and innovation [21]. - The article emphasizes the importance of design and craftsmanship in breaking through market competition, highlighting the potential for traditional industries to thrive in niche markets like down jackets [21].