2024年11月中国羽绒服进出口数据分析：出口量逐月递减

2024年11月中国羽绒服进出口数据分析：出口量逐月递减

Analysis of China's Down Apparel Import & Export Data in Nov 2024: Monthly Export Decline

核心数据速览 Key Statistics

2024年11月，中国羽绒服出口量311.4万件，环比10月下降23%；出口金额6.07亿元，环比下降27%。进口方面，羽绒服进口量74.3万件，环比骤降61%。

In November 2024, China exported approximately 3.114 million down apparel items, a 23% month-on-month decrease from October, with export value dropping to 607 million RMB (-27%). Imports plummeted 61% to 743,000 pieces.

品类细分分析 Category Breakdown

数据显示：
- 化纤女羽绒服占出口总量65%（202万件）
- 棉制羽绒服受"新疆棉禁令"影响同比暴跌80%
- 男装羽绒服出口量连续14个月负增长

Key findings:
- 65% of exports were women's synthetic down jackets (2.02 million pieces)
- Cotton down apparel exports plunged 80% YoY due to Xinjiang cotton restrictions
- Men's down jacket exports have declined for 14 consecutive months

行业趋势解读 Market Trends

1. 季节性规律：羽绒服出口旺季通常在9月见顶，11月进入传统淡季
2. 地缘政治影响：美国大选引发的关税不确定性促使部分海外买家提前下单
3. 渠道变革：鸭鸭等品牌加速布局奥特莱斯渠道，下沙奥莱店开业即爆满

Industry insights:
1. Seasonal pattern: Export peak occurs in September, entering off-season by November
2. Geopolitical factors: US election tariff concerns accelerated overseas orders
3. Channel shift: Brands like YAYA expanding in outlet malls with record openings

供应链动态 Supply Chain Updates

- 纺织企业赶制春节前最后一批冬装订单
- 白羽鸡养殖场爆发鸭疫，或导致1月原材料短缺
- 吴江地区热电厂将于1月中旬停汽，预示生产周期结束

- Textile mills rushing final winter apparel orders before CNY
- Duck plague in chicken farms may cause January material shortages
- Wujiang power plants to cease steam supply by mid-January

消费市场观察 Consumer Market

零售端呈现两极分化：
- 高端市场：天猫数据显示消费者更倾向投资经典款（高梵鹅绒服单款销售近千万）
- 批发市场：杭州四季青开启清仓促销，部分羽绒服降价60%至80元/件

Retail trends show polarization:
- Premium segment: Tmall reports strong sales of classic styles (e.g. GaoFan's RMB 10M single SKU)
- Wholesale market: Hangzhou wholesale markets offering 60% discounts (as low as RMB 80/piece)

品牌动向 Brand Updates

• 鸭鸭举办奥莱时尚大秀，打造8米高巨型羽绒服装置
• 安踏发布循环再造系列，采用库存羽绒服再设计
• Ralph Lauren在华商标维权胜诉，获赔2000万元

• YAYA staged outlet fashion show with 8-meter down jacket installation
• Anta launched upcycled collection using recycled down materials
• Ralph Lauren won RMB 20M trademark lawsuit in China