而在全民运动的风潮下，降温换季也并未影响户外运动热度持续攀升。10月9日至今，运动羽绒服同比 增长4倍，户外羽绒服、运动棉服同比增长3倍，运动夹克风衣成交额同比翻倍。 原标题：2025京东11.11首份成绩单：波司登、修丽可、lululemon等近2000服饰、美妆、运动品牌增长 超2倍 10月14日，京东11.11惊喜开放日在京举行。活动现场，京东11.11交出首份成绩单。自10月9日京东 11.11全面开启以来，在现货开卖、官方直降等举措下，消费者的购物热情持续高涨。央视市场研究 （CTR）星汉移动用户分析系统数据显示，10月9日至10日，京东APP活跃用户数同比增长47.6%，增速 位居行业首位，服饰、美妆、运动等众多品类实现销售爆发。 10月9日京东11.11全面开启至今，近2000个服饰、美妆、运动类时尚品牌及商家成交额同比增长超 200%。同时，依托供应链与技术能力深挖消费者需求，京东服饰美妆联合品牌共创的定制专供款、包 销款等相关商品成交额同比增长10倍，为品牌商家带来确定性增长。 北方降温换季的趋势，催生了大量保暖服饰的消费需求，各类应季保暖单品销售均迎来爆发。京东销售 数据显示，10月9日至 ...

Summary of the Conference Call Company Overview - The company, Camel, operates four sub-brands: Camel (comprehensive outdoor sports), Himalaya (high-end professional outdoor), Panda (mountain outdoor), and Penguin (high-quality down jackets), catering to diverse consumer needs [1][4]. Core Insights and Arguments - Camel has implemented the "Chinese Textile Chip" technology revolution, developing proprietary fabrics and innovative designs tailored to the Chinese body shape, moving away from traditional cost-performance competition to create new value [1][7]. - The company has established multiple research institutions in collaboration with the China Textile Academy, launching the "Micro Wind" and "Peak" fabric brands, enhancing product quality to international standards, with the Himalaya 8,848 series outperforming competitors using Gortex materials [1][8]. - Camel maintains its own manufacturing with a 500,000 square meter integrated production base and 12 factories, ensuring quality control and efficiency from the source [1][9]. - The Himalaya brand integrates Eastern aesthetics with practical needs, employing ergonomic designs for Asian body types and involving professional outdoor experts in the design process to ensure comfort and functionality [1][10][11]. - The brand emphasizes environmental sustainability, launching the first fluorine-free jacket, the 3,500 Cangshan series, which utilizes recyclable materials and minimizes environmental impact [1][12]. Achievements and Market Position - Camel has achieved significant success in the outdoor market, ranking first in sales for jackets and outdoor down jackets for five consecutive years, with its outdoor shoes and various other products also leading in national sales [3]. Challenges and Responses - The Chinese outdoor industry faces challenges such as profit outflow, reliance on foreign materials, design homogeneity, and severe homogenization. Camel addresses these issues through independent R&D and innovative design [7]. Innovation Measures - Camel has taken specific measures for innovation, including self-developed fabrics and establishing production bases, collaborating with research institutions to enhance product quality to top international levels [8][9]. User Experience and Engagement - The Camel Outdoor Club enhances user experience through activities like hiking, camping, and night running, promoting the "Urban Style" concept to lower outdoor participation barriers and developing a mini-program to track user outdoor data [2][13]. Market Demand and Competitiveness - Camel ensures its products meet market demands and maintain competitiveness by deeply engaging in the design process and utilizing its own factories for flexible production adjustments [14][15]. Strategic Goals - The brand aims to document users' outdoor activities as personal outdoor assets, launching initiatives like the "China Ten Peaks" plan to encourage climbing and challenges [16]. Product Testing and Quality Assurance - Camel has established the Himalaya Mountaineering Team for real-world product testing, achieving significant climbing records and emphasizing safety in outdoor activities [18][19].