羽绒行业周报：高温影响产量，进出口数据揭示市场趋势
市场行情概述 | Market Overview
本周羽绒市场保持平稳态势。白鸭绒价格持续走弱，而鹅绒和灰鸭绒呈现小幅上涨。尽管市场环境有所改善，但高温天气导致原料毛绒含量减少，增加了羽绒企业的加工难度和成本。资金压力下，企业不得不低价出货。
The down market remained stable this week. White duck down prices continued to weaken, while goose down and gray duck down showed slight increases. Although market conditions have improved, high temperatures have reduced the down content in raw materials, increasing processing difficulties and costs for down enterprises. Under financial pressure, companies had to sell at low prices.
高温影响 | Heatwave Impact
北京、天津、河北、山东和河南等地遭遇历史性高温，预计北方高温范围还将扩大。业内预测7月份毛鸭产量将减少20%左右。5月份羽绒羽毛及其制品出口依旧疲软，仅略优于受疫情影响的2020年，反映出欧美品牌订单减少和东南亚纺织业衰退的情况。
Beijing, Tianjin, Hebei, Shandong and Henan experienced record high temperatures, with the heatwave expected to expand further in northern regions. Industry predicts duck feather production will decrease by about 20% in July. May exports of down and feathers remained weak, only slightly better than pandemic-affected 2020, reflecting reduced orders from European/American brands and decline in Southeast Asia's textile industry.
利好消息 | Positive News
1. 5月羽绒服进出口数据：走出淡季，表现平稳
2023年5月羽绒服出口556.4万件，环比增长75.5%；出口金额9.78亿元人民币，环比增长71.6%。棉制羽绒服出口比例大幅降低。
1. May Down Apparel Import/Export Data: Recovering from off-season with steady performance
May 2023 saw 5.564 million down apparel exports, up 75.5% month-on-month; export value reached 978 million RMB, up 71.6% MoM. Proportion of cotton down apparel exports decreased significantly.
2. 羽绒服代工订单增长：6-8月旺季表现良好，明年预期爆发
羽绒服代工大厂广越表示，6-8月传统出货旺季生产交货情况良好。Lululemon首年订单约300-400万美元，明年预期大幅增长。
2. Growth in Down Apparel OEM Orders: Strong performance in June-August peak season, expected boom next year
Major OEM manufacturer Quang Viet reported good production and delivery during traditional June-August peak season. Lululemon's first-year orders estimated at $3-4 million, expected to surge next year.
利空消息 | Negative News
1. 1-5月主要省市羽绒羽毛出口统计：大幅下跌
浙江省1-5月出口羽绒羽毛5799吨，同比减少29%；安徽省出口5730吨，同比减少27%；江苏省出口2166吨，同比减少11%。
1. Jan-May Major Provinces Down & Feather Export Statistics: Significant decline
Zhejiang exported 5,799 tons of down and feathers Jan-May, down 29% YoY; Anhui exported 5,730 tons, down 27%; Jiangsu exported 2,166 tons, down 11%.
2. 跨境电商面临挑战：美国拟取消800美元以下商品关税豁免
美国两党议员计划提出新法案，取消中国电商卖家享有的800美元以下商品关税豁免，可能影响Shein、Temu等平台。
2. Cross-border E-commerce Challenges: US plans to revoke tariff exemption for sub-$800 goods
US bipartisan lawmakers propose bill to eliminate tariff exemption for Chinese e-commerce sellers shipping sub-$800 goods, potentially impacting platforms like Shein and Temu.
行业展望 | Industry Outlook
尽管面临高温减产和出口下滑的挑战，羽绒服代工订单的回暖和跨境电商的发展为行业带来希望。企业需要密切关注天气变化、国际贸易政策和市场需求变化，灵活调整战略。
Despite challenges from heatwave-induced production cuts and export declines, recovery in OEM orders and cross-border e-commerce development bring hope to the industry. Companies need to closely monitor weather changes, international trade policies and market demand shifts for strategic adjustments.
