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叠变三合一羽绒系列
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行情周报 | “金九”未兑现,原料绒采购趋于谨慎;秋装上市季,羽绒服品牌提前造势
Sou Hu Cai Jing· 2025-09-13 06:46
Group 1: Trade and Market Trends - The foreign trade performance this year remains sluggish, leading to intensified competition in domestic demand [1][2] - The market sentiment has shifted to cautious, with a short-term supply-demand game intensifying due to the underwhelming sales of finished down products [2] - The demand for gray duck down has significantly increased due to traditional customs, while the supply of gray duck down has also risen correspondingly [2] Group 2: Company Performance - Quang Viet, a leading down jacket manufacturer, reported a record high revenue of 28.2 billion NTD in August 2024, a 43.9% increase month-on-month and a 20.1% increase year-on-year [3] - KWONG LUNG reported a revenue of 5.92 billion NTD in August 2024, a decrease of 31.8% month-on-month and 17.2% year-on-year, but noted that actual revenue growth was 5% when excluding delayed orders [5] Group 3: Market Expansion - Hyundai Department Store Group's Hansom has launched its global expansion into Southeast Asia, marking a significant step in its market strategy [7] - The Southeast Asian market is rapidly emerging as a key focus for luxury brands, with a notable shift towards high-quality fashion products [9] Group 4: Industry Challenges - The textile and apparel industry is facing profit declines, with the "textile, clothing, and accessories" sector experiencing a 14.2% drop in profits [16][18] - The overall revenue and costs in the "leather, fur, feather, and footwear" sector have decreased, indicating a contraction in market demand and increased competition [18]