羽绒行业周报：出口持续低迷 禽流感加剧白鸭产业涨价潮
行情小结
本周白鸭绒行情下跌，白鹅绒行情上涨。天气的长期偏暖，让羽绒制品市场颇受打击，也使羽绒原料市场的成交量骤减，其中鸭绒的价格更是疲软。而且新标准下的羽绒服向着高端化发展，也让白鸭绒的需求定位颇为尴尬。
Market Summary
This week saw a decline in white duck down prices while white goose down prices rose. Prolonged warm weather has hit down product markets hard, causing a sharp drop in trading volume of down raw materials, with duck down prices being particularly weak. Moreover, the new standards pushing down jackets toward premium development have left white duck down in an awkward demand position.
本周利好消息
1. 羽绒服装进出口统计（10月）——稳中有升
2022年10月，羽绒服装合计出口797.2万件，环比上月减少0.5%；出口金额为15.4亿元人民币，环比上月减少5.8%。
Positive News This Week
1. Down Apparel Import/Export Statistics (October) - Steady Growth
In October 2022, total down apparel exports reached 7.972 million pieces, down 0.5% month-on-month; export value was 1.54 billion RMB, down 5.8% month-on-month.
2. 韩国正在经历第一次"双十一爆仓"
中国"双十一"刚结束，韩国关税厅就发布特别通关政策应对旺季。韩国在9月份进口中国羽绒服101.9万件，成为"进口大户"。
2. South Korea Experiences First "Double 11 Logistics Crunch"
Right after China's Double 11, South Korean customs issued special clearance policies to handle peak season. In September, Korea imported 1.019 million Chinese down jackets, becoming a major importer.
本周利空消息
1. 10月"羽绒寝具及被子"出口统计——依然走低
2022年10月出口"羽绒寝具"3078.4吨，环比9月减少4.7%；出口金额为1.59亿元人民币，环比9月减少6.6%。
Negative News This Week
1. October "Down Bedding & Quilts" Export Statistics - Continued Decline
In October 2022, "down bedding" exports totaled 3,078.4 tons, down 4.7% month-on-month; export value was 159 million RMB, down 6.6% month-on-month.
2. 10-11月世界禽流感报告出炉——继续恶化
全球共报告142例新发高致病性禽流感，欧美各国正在经历有史以来最大规模的禽流感疫情。
2. Global Bird Flu Report (Oct-Nov) - Further Worsening
142 new cases of highly pathogenic avian influenza were reported globally. Europe and America are experiencing the largest bird flu outbreak in history.
3. 白羽肉鸭产业链涨声一片
商品代鸭苗价格从2元/羽涨至超过7元/羽，毛鸭价格每斤也上涨了1块钱。相关上市公司正积极扩产。
3. White-Feather Duck Industry Chain Sees Price Hikes
Commercial duckling prices rose from 2 RMB/bird to over 7 RMB/bird, with live duck prices increasing by 1 RMB/jin. Related listed companies are actively expanding production.
行业展望
随着冬季临近，羽绒被进入销售旺季，近期寒潮有望刺激消费增长。但疫情防控形势严峻，物流保通保畅成为关键。
Industry Outlook
As winter approaches, down quilts enter peak sales season, with recent cold waves expected to boost consumption. However, strict pandemic controls make logistics maintenance crucial.
