Under The "Thousand Years Of Extreme Cold": The Stock Market Of Clothing Listed Companies Is Rising.

One consumer said, "in the past, only 700~800 yuan was required to buy a down jacket, but now there is no more than 1000 yuan to buy it at all.

Some of them are even priced at 2000 yuan.

In fact, the price rise of the down jacket is traced back to the "gimmick cold" climate gimmick.

It has been reported that "La Nina" disrupts warm current activities, and in Europe, or in a thousand years of cold winter, China also needs to be alert to low-temperature weather.

The rapid spread of extreme cold has prompted the soaring prices of duck down and down garments.

According to reports, the price of duck down from last year's nearly 100 thousand yuan per ton to 300 thousand yuan / ton, and the retail price of down garment is more than 30%.

According to the reporter, Huaying agriculture (002321, closing price of 20.67 yuan) is the domestic duck production leader, its main product duck feather is one of the upper raw materials of down jacket.

Huaying agricultural secretaries official said that the price of duck feather rose from the lowest 7000~8000 yuan per ton last year to the current 20 thousand yuan, with an average increase of 3 times.

During the year, the price of eiderdown has been very high, but the company did not carry out inventory.

It is worth noting that although the increase in the price of ducks has contributed to the performance or contribution, the proportion of the business in the company's total revenue is too small, and the excessive price increase may lead to the promotion of the main business frozen duck instead of lowering the price. Therefore, it is difficult to judge the impact of the eiderdown on the company's performance.

Statistics show that in the first half of this year,

Researcher: fear of speculation

In addition, in October 25th, the rise of brand clothing stocks was strong, with [29.973.77%] (002269, closing price of 29.97 yuan), [26.908.34%] (002154, closing price 26.90 yuan) and seven wolves [33.302.40%] (002029, closing price 33.30 yuan), with an average increase of 4.8%.

Chen Ping, the securities representative of the wolf wolf, revealed that the company did not sell down garments, but it would normally take half a year in advance to meet the cost increase.

The retail price of next year's spring and summer clothing is now preliminarily determined, and it is expected to rise more than 10% year on year.

Xie Haijing, a representative of the securities company, has some down coats in the winter clothing, but the proportion is not large.

In December last year to the end of January this year, Mei Bang clothing launched a "down storm" for promotional activities. Although the revenue exceeded expectations, the quarterly profit margin was lower due to the excessive discount rate.

Regretfully, the US Federal card generation Xu Bin said that it is now in the three quarterly silence period, which is inconvenient to disclose.

A researcher who does not want to be named thinks that the popularity of the brand clothing stocks on Monday is mainly a restorative market, and the funds may be heavily hyped by the concept of extremely cold years. There are two problems that will limit the contribution of the down price to the company's performance: first, whether the retail price can fully cover the cost increase; and two, whether the company has already reserved enough raw materials ahead of time, if not, it will directly affect the later cost.