Kasashen waje:
Ci gaba da bunkasa wasanni, kayayyakin alfarma sun dawo kamar yadda aka tsara. Kwanan nan, kamfanonin tufafi na ƙasashen waje da dama sun fitar da sabon kwata da hasashen shekara guda, hauhawar farashin kaya a ƙasashen waje a ƙarƙashin kasuwar bayanai a China, mun gano cewa kamfanonin wasanni na ƙwararru, da kuma kamfanonin alfarma har yanzu suna da kyakkyawan aiki, suna nuna tasirin hauhawar farashi ga mutanen da ke da matsakaicin kuɗi da masu kuɗi masu yawa, ƙarfin siyan kayayyaki yana da iyaka, aikin ƙwararru kamar takalman gudu, aikin jerin yoga ya fi kyau, an tabbatar da yanayin daidaita ayyukan kayan wasanni, Taimakawa wajen haɓaka takalman gudu, takalman kwando da sauran fannoni na ƙwararru na samfuran gida na Li Ning, aikin XTEP don ƙarin kuɗi. A gefe guda kuma, wasu samfuran suna fuskantar matsin lamba daga ƙarshen riba saboda jan hankalin sarkar samar da kayayyaki. Wannan zagayen ƙarancin sarkar samar da kayayyaki yana da amfani ga tattara umarnin alama ga shugabannin masana'antu waɗanda ke da ƙarfin isarwa mai kyau da sarkar samar da kayayyaki mai ɗorewa. Ta hanyar alamar,
1) lululemonQ2 har yanzu yana samun ci gaba da kashi 29% a kowace shekara (kashi 30% a kasuwar China) a ƙarƙashin hauhawar farashin kaya da annobar, kuma rangwamen har yanzu ya sami ɗan ƙaruwa kwanan nan;
2) Tallace-tallacen Asics sun karu da kashi 7.4% a rabin farko na shekarar, daga cikinsu akwai takalman gudu masu aiki da suka karu da kashi 13.5% yadda ya kamata, wanda hakan ke haifar da ci gaban gaba daya.
Bin diddigin bayanai na Tmall:
A watan Agusta, an bambanta aikin kowanne sashe, kuma ci gaban waje ya kasance mai kyau.
1) Alamar wasanni: yawan tallace-tallace na Disant a ƙarƙashin Anta Group ya karu da kashi 37%, kuma matsakaicin farashi ya kai yuan 1016 (+20%), wanda ke nuna babban ci gaba na haɓakar makamashin alama; Na biyu, manyan tallace-tallace/tallace-tallace na XTEP sun karu da kashi 21.5%/19% bi da bi, tare da ƙaruwar girma da ke ba da gudummawa ga babban ƙarfin tuƙi; Tallace-tallacen Li Ning sun ɗan tashi kaɗan bayan matsakaicin hauhawar farashi na kashi 7.5%.
2) Tufafin Alamar Kasuwanci: Biyinlefen ya ci gaba da kasancewa a sahun gaba da karuwar kashi 17.5%, sai kuma ƙaramin ƙaruwa a tufafin yara mallakar Taiping Bird, yayin da sauran samfuran duk suka ragu zuwa matakai daban-daban.
3) Waje/Tafiya: A lokacin tafiye-tafiye na bazara, farashin tallace-tallace/matsakaicin Samsonite ya karu da kashi 20.6%/14.2% bi da bi, yayin da tallace-tallace/tallafin alamar waje Mu Gaodi ya karu da kashi 126.5%/80.6% bi da bi, wanda ya ci gaba da karuwar da aka samu a baya.
Shawarar saka hannun jari
A ɓangaren tufafi na kamfanin, ana ba da shawarar a kula da Li Ning, wacce ke da ƙarfin alama mafi girma, ana sa ran za ta jagoranci murmurewa bayan annobar, kuma ƙimar da ake da ita a yanzu ta kai ƙasa a tarihi. A ɓangaren masana'antar yadi, ana ba da shawarar a kula da Huali Group, wacce ke da fa'idodi masu yawa ga abokan ciniki da kuma shirin faɗaɗa ƙarfin aiki mai kyau, da kuma Jiansheng Group, wacce ke da ingantaccen ingantaccen abokin ciniki kuma ta wuce yadda ake tsammani. Bugu da ƙari, a cikin mahallin murmurewa daga amfani da kayayyaki da tafiye-tafiye bayan annobar, ana ba da shawarar a kula da Samsonite, shugaba mara haraji a China, wanda aikinsa ya inganta kwata-kwata kuma ya amfana sosai daga murmurewa daga tafiye-tafiye na waje.
Bin diddigin bayanai da sanarwa
Sharhin Kasuwa: A makon da ya gabata (5 ga Satumba, 2022 -- 9 ga Satumba, 2022) Ma'aunin Hadakar Shanghai, Ma'aunin Shenzhen da CSI 300 sun tashi da kashi 2.37%, 1.50% da 1.74% bi da bi. Bangaren yadi da tufafi sun tashi da kashi 0.71%, daga cikinsu bangaren yadi ya fadi da kashi 0.55% sannan bangaren tufafi ya tashi da kashi 1.57%.
Farashin kayan da aka yi amfani da su: Auduga mai nauyin 328 15769 yuan/ton (-0.18%, ƙaruwa ko faɗuwa a kowane mako); Auduga Cotlook A122.4 cents/lb (0.66%); Bambancin farashi tsakanin audugar ciki da ta waje shine -4946 yuan/ton (-4.10%).
Labaran masana'antu:
1) Kamfanin Tod's Group ya samu riba a rabin farko na shekarar kudi ta 2022, inda tallace-tallace suka karu da kashi 17.4% a shekara bayan shekara, wanda ya zarce tsammanin da ake da shi;
2) Tallace-tallacen Ferragamo a rabin farko sun tashi da kashi 20.3% na YOY, wanda ya wuce tsammanin da ake tsammani, amma China ta ragu;
3) Li Ning za ta buɗe wani babban shago a Hong Kong tare da hayar shekara-shekara na kimanin HK $24m; 4) Lululemon ta sanar da rahoton kasafin kuɗi na 2022 kwata na biyu: Tallace-tallacen China sun karu da kashi 30%.
Lokacin Saƙo: Satumba-23-2022