最近，"国产品牌羽绒服迈入千元时代"等话题在社交平台引发热议。 记者搜索发现，在线上平台，许多国产品牌的千元价位羽绒服十分普遍。某知名国产羽绒服品牌多款售 价超1000元，其中羽绒服中最贵的为售价6999元的2025年新款羽绒服极寒远红外蓄热（男女同款），标 称绒子含量95%，蓬800+的鹅绒，店内四五千元的羽绒服比比皆是。 在另一家国产品牌羽绒服店内，超千元的羽绒服也是主流，几百元的多为马甲或是轻薄装。 时下，北方早已雪花飞舞，广东也迎来降温。在寒潮来临之际，一件保暖的羽绒服怎么能缺席？然而， 细心的消费者发现，今年羽绒服正在悄悄涨价。除此之外，市场上不同价位的羽绒服也让消费者眼花缭 乱，上有上万元的大鹅鹅绒服，下有平价羽绒服的"价格战"，究竟怎样价位的羽绒服才称得上合理？ 近日，南都N视频记者实地探访羽绒服制造工厂，以求解上述问题的答案。 每克鸭绒从0.4元涨到0.54元 羽绒服为何涨价？ 据新华社报道，根据中国羽绒工业协会对全国主要羽绒产区多家优质羽绒原料企业报价统计分析，以羽 绒服国家标准90%绒子含量估算，近两年普通白鸭绒价格每千克约420元至550元、普通白鹅绒每千克约 840元至1200元。这只 ...

A股有望迎来难得一见的鞋服品牌企业。 日前，北京必迈体育股份有限公司（下称"必迈体育"）在兴业证券的辅导下向北京证监局递交了IPO备 案。 必迈体育主攻专业跑鞋，并且将重心放在了线上渠道。 产品方面，必迈体育的跑鞋甚至可细分至日常慢跑、马拉松。后者甚至可以进一步细分至减震慢跑、竞 速跑马的应用场景。 中乔体育股份有限公司（原乔丹体育）曾于2010年向证监会递交IPO申请，并在2023年伴随着注册制改 革被平移至交易所进行审核，但由于商标诉讼等原因，其历经十余载始终未能跨过上市门槛，无奈折 戟。 近年登陆A股的鞋服公司更偏向于供应链领域，例如今年5月上市的古麒绒材海澜之家等服装品牌供应 羽绒服的核心材料鹅绒和鸭绒。 还有部分鞋服品牌在冲刺A股无果后选择转战港股市场。号称"始祖鸟平替"的伯希和曾于2023年8月启 动IPO辅导，但还是在今年4月选择向港交所发起上市冲刺。 从专业跑鞋的价格体系来看，必迈体育的定价较为"平民"，基本都在百元级别。 目前必迈体育正在将品类从跑鞋向跑步服装、配件等跑步场景产品拓展。 此次必迈体育若能顺利上市，有望为行业注入强心剂。 回顾过去三年，A股暂未有传统鞋服品牌公司成功上市。 如此 ...

随着天气转冷，轻便、保暖的羽绒服广受大众青睐，羽绒服市场也迎来销售旺季。但不少消费者反映，挑选购买时不仅易遇到内里填充物良莠不齐、虚 假宣传等情况，对羽绒服的日常清洗方式也是知之甚少。本期《人民优选来了》将围绕公众对羽绒服关注的核心问题，进行一一解答。 本期指导专家：中国纺织建设规划院高级工程师宋立丹 审核专家: 中国纺织建设规划院高级工程师宋立丹 编辑: 张慧丹、周璨晨、丁亦鑫 制图: 张慧丹 羽绒服的保暖原理是什么? 羽绒服的保暖核心是羽绒填充物锁住空气,形成 稳定的静止空气层，利用空气的导热率很低这 个特性,这层静止空气形成了隔热屏障,减少 人体的热量向外界环境散失，阻挡外界冷空气 进入。 同时,羽绒服与人体间的"微环境"也需保留 适量空气层,避免因衣物过厚挤压空气层,导 致保暖效果下降。如果羽绒服里穿太多,会把 这个空气层挤薄,当层数超过某个值后,保暖 效果反而会下降。 7人民代文艺 鹅绒比鸭绒更好更保暖? (是的,综合来看鹅绒在保暖性能上较优于鸭 绒。 v 绒朵更大 鹅体型通常比鸭大、生长周期更长,因此鹅绒 的绒朵结构更饱满、纤维更长更细、蓬松度更 同。 6 / 最优生 ▽ 保暖效率更高 相同重量下 ...

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]

Core Insights - A new cold wave is sweeping across the country, leading to a peak sales season for down jackets, with significant temperature drops reported in various regions [1][2] - The rising prices of down jackets have become a hot topic, with reports indicating that the price of duck down has surged from 170,000 to 580,000 yuan per ton [1][2] - Consumers are increasingly prioritizing quality and design in their down jacket purchases, with many willing to spend more for better products [2][7] Price Trends - The price of duck down has increased significantly, with ordinary white duck down priced between 420 to 550 yuan per kilogram, and white goose down priced between 840 to 1200 yuan per kilogram [2][3] - The price of white duck down has risen by approximately 13.69% year-on-year, with a near 20% increase in the last two months [3][5] Supply Chain Dynamics - The increase in down jacket prices is attributed to a significant rise in raw material costs, with duck and goose down prices up by 50% since October, leading to a 20% increase in down jacket production costs [2][5] - The supply of ducks has decreased, contributing to a tight supply situation, with projections indicating that the number of white feather meat ducks will remain stable in the coming years [6][7] Consumer Behavior - There is a noticeable shift in consumer preferences towards mid to high-end down jackets, with many consumers expressing dissatisfaction with lower-priced options due to quality concerns [2][7] - The demand for down jackets is not only driven by warmth but also by factors such as design, functionality, and lifestyle considerations, prompting brands to innovate in product development and market positioning [7]

Core Viewpoint - The price of duck down has surged dramatically, with current prices reaching 580,000 yuan per ton, up from over 400,000 yuan per ton last year, leading to discussions about the affordability of down jackets [1][4]. Price Trends - The price of white duck down is currently at 564.06 yuan per kilogram, reflecting an 11.91% year-on-year increase [1]. - The price fluctuation for white duck down has been significant, with a range of 55.3 yuan in less than a month, peaking at 570.38 yuan per kilogram [4]. - In contrast, white goose down prices have decreased by 14.66% year-on-year, currently priced at 938.52 yuan per kilogram [4][5]. Supply and Demand Dynamics - Duck farming has seen a reduction in production by 50% due to low duck meat prices, which has led to a significant decrease in down supply [6][9]. - The demand for down products has surged, driven by expectations of a colder winter and low inventory levels in the market [9][10]. - Short-term concentrated procurement by brands has further exacerbated the supply-demand gap, pushing prices higher [10]. Consumer Impact - Despite rising raw material costs, consumers have not felt a significant impact on down jacket prices due to promotional strategies employed by brands [11][12]. - Discounts and promotions have become common, allowing consumers to purchase down jackets at prices comparable to previous years [12]. - The evolution of down jacket products, including the use of higher quality materials and improved designs, has also contributed to maintaining consumer interest [13]. Market Outlook - The current price surge in duck down is attributed to a combination of supply chain issues, climate expectations, and market demand fluctuations [14]. - Predictions indicate that high duck down prices may stabilize, leading to a market that gradually returns to a demand-driven equilibrium [14].

Core Viewpoint - The price of white duck down has significantly increased since September, with a notable rise in demand for down jackets as winter approaches, leading to a price surge in raw materials and finished products [1][2]. Price Trends - As of November 21, the price of white duck down reached 564.06 yuan per kilogram, a 20% increase from late September, marking a twelve-year high and significantly above the historical average of 384 yuan per kilogram [2]. - The price of 90% white duck down is currently around 56 million yuan per ton, up from approximately 47 million yuan per ton two months ago, indicating a strong upward trend [1]. Market Demand and Supply - The demand for down products is highly seasonal, with increased consumption during winter months leading to higher prices [1]. - The market for down jackets has seen a 10% increase in sales compared to the previous year, with a peak daily foot traffic of 90,000 in major markets [2]. - Despite rising down prices, the prices of duck products remain low, putting pressure on slaughtering enterprises, which have struggled to achieve profitability [1][6]. Industry Dynamics - The supply of white feather meat ducks remains low, contributing to tight supply conditions for down materials [3]. - As of November 20, there are 382,000 registered down-related enterprises in China, with a significant concentration in the East China region [3]. Company Performance - Yike Foods reported a 19.48% increase in down sales to 18,000 tons and a 28.03% increase in revenue to 919 million yuan, with a gross margin increase of 3.57% to 11.68% [4]. - Huaying Agriculture's down business generated 3.18 billion yuan in revenue, accounting for over 60% of its total revenue, with major clients including Bosideng and Canada Goose [4]. Inventory and Future Outlook - Companies like Guqi Down Material have seen their inventory appreciate due to rising down prices, although specific inventory levels were not disclosed [5]. - The slaughtering enterprises face ongoing challenges, as rising duckling costs may lead to potential losses in the upcoming months despite current price stability [6].

中央气象台发布统计信息，14日至17日，我国今年下半年首轮大范围寒潮天气即将自西向东影响我国，多地降温超过10℃。降温背景下，羽绒服 涨价、鸭绒涨价等问题引发关注。据半岛都市报，有业内人士指出，成本飙升致正规厂家羽绒服出厂价逼近千元。 ▲11月19日，河南信阳一工厂生产车间内，工人正在生产羽绒服 图据视觉中国 国研新经济研究院创始院长朱克力告诉红星新闻记者，网络上关于"因猪肉价格降低导致鸭子养殖减少从而使鸭绒涨价"的说法有一定合理性。他表示，猪肉 价格低时，消费者会更多选择猪肉，鸭肉需求减少，养殖户为减少损失会减少鸭子养殖量，鸭绒产量随之降低，市场供应减少，价格随之上升。鹅绒情况类 似，养殖规模受市场整体需求影响。 11月21日，中国羽绒工业协会信息部一位工作人员告诉红星新闻记者，羽绒是鹅鸭养殖业的副产品，上游养殖户养殖鸭鹅，不是为了产绒，是为了吃肉。 "绒在一只鹅或者一只鸭子身上的经济价值占比不是很高的，主要还是为了吃肉，所以鸭肉和鹅肉的消费市场就决定了鸭鹅的养殖量。那么猪肉价格下降了 以后，更多人会选择吃猪肉，吃鸭子的就少了，鸭肉卖不出去，那养殖场自然会降低它的养殖量，羽绒的产出就少了。产出一少，大家都去 ...

Market Overview - The market opened high but closed lower, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index down by 0.4%, 0.76%, and 1.12% respectively, indicating a continued money-losing effect across the market [3] - Over 3,800 stocks declined while more than 1,400 stocks rose, with total trading volume shrinking to 1.7 trillion [3] Fujian Local Stocks - Fujian local stocks experienced significant volatility, with HeFu China achieving a 15-day streak of 13 limit-ups, accumulating a rise of over 290% [6] - Other notable performers included Jomoo with 7 consecutive limit-ups, Aerospace Development with 5, and Rongji Software with 4 [6] - Conversely, Longzhou Co. hit the limit down, and several stocks like Zhongfu Tong and Hongxiang Co. fell over 10% [6] - The overall Fujian local stock index saw a slight decline of 0.27% despite an early drop of over 2% [6] Brokerage Firms - Three brokerages, Xinda Securities, Zhongjin Company, and Dongxing Securities, announced a restructuring plan involving a share swap merger [8] - Following the announcement, Dongxing Securities saw a significant intraday rise of over 4.6% [8] - Other brokerages and financial stocks opened higher but ultimately closed lower, with the brokerage sector down by 0.43% [11] Real Estate Sector - The real estate sector experienced a surge due to external media reports, with stocks like I Love My Home and 365 Network hitting limit-ups [12] - The real estate brokerage sector rose by 5.77%, while the broader real estate market saw a slight decline of 0.15% [13] - The market reaction was characterized by rapid price movements following the news, indicating a potential speculative environment [14] Specific Stocks and Trends - Guqi Down Material saw a small fluctuation in the morning but rallied in the afternoon, achieving a 2-day limit-up [16] - The stock's rise is attributed to the cold wave driving demand for down products, alongside other stocks like Jingneng Heat Power benefiting from heating supply concepts [16] - The recent increase in duck down prices has also contributed to market interest in Guqi Down Material, filling a gap for direct duck down concept stocks in the A-share market [19]

Group 1: QDII and Market Trends - Several QDII funds tracking the Nasdaq 100 index have issued premium risk warnings, indicating that their secondary market trading prices are significantly higher than the reference net asset values [1] - The price of domestic gold jewelry has rebounded above 1290 yuan per gram, with notable increases from various brands, reflecting a halt in the previous downward trend [1] - Flash memory prices have seen a substantial increase, with the highest rise reaching 38.46%, indicating a strong demand in the semiconductor market [1] Group 2: AI Toy Market Growth - The AI toy market in China is projected to grow to 29 billion yuan by 2025, driven by advancements in materials and technology, as well as the popularity of interactive AI toys among young consumers [2] Group 3: Price Surge in Down Jackets - Due to a cold wave, the price of duck down has surged from 170,000 yuan per ton to 580,000 yuan, significantly impacting the cost of down jackets [2] Group 4: Corporate Announcements - Dongfang Electric's subsidiary plans to establish a joint venture with Anhui Waneng Energy, with a registered capital of approximately 1.857 billion yuan [3] - Guangyuyuan announced the resignation of its vice president due to work adjustments, effective immediately [4] - Tianyin Holdings received approval from the China Securities Regulatory Commission for a stock issuance to specific investors [5] - Liyuan Technology plans to reduce its shareholding by up to 2.03% due to operational needs [6][7] - Kanglongda's shareholder intends to reduce their stake by up to 3% through various trading methods [8] Group 5: Regulatory Actions and Market Responses - Jieqiang Equipment received a corrective order from the Tianjin Securities Regulatory Bureau due to internal control deficiencies [9] - Jinyuan Co. has seen its stock rise significantly, attributed to the increase in lithium carbonate prices, although the product is still in the trial production phase [10] - Yangguang Nuohuo's acquisition of Jiangsu Langyan Life Science has been accepted for review by the Shanghai Stock Exchange [10] - Puluo Pharmaceutical plans to repurchase shares worth between 180 million and 360 million yuan [11] - Dafeng Industrial won a bid for a stage equipment project worth 165 million yuan, representing 8.97% of its projected annual revenue [12] - Neusoft Group received a notification to supply intelligent cockpit controllers for a major automotive manufacturer, with a total contract value of approximately 4.2 billion yuan [13] - HeFu China has completed its stock trading anomaly investigation and will resume trading on November 20 [14] Group 6: Market Overview - The Shanghai Composite Index experienced a slight increase of 0.18%, with over 4100 stocks declining, indicating a mixed market sentiment [15]