Txawv teb chaws:
Kev ua kis las tseem txuas ntxiv mus, cov khoom kim heev rov zoo li qub. Tsis ntev los no, ntau lub npe khaub ncaws txawv teb chaws tau tshaj tawm lub quarter tshiab thiab kev cia siab rau tag nrho xyoo, kev nce nqi txawv teb chaws nyob rau hauv keeb kwm yav dhau los ntawm kev lag luam hauv Suav teb, peb pom tias cov npe kis las tshaj lij, cov npe khoom kim heev tseem muaj kev ua tau zoo heev, qhia txog kev nce nqi cuam tshuam rau cov neeg muaj nyiaj nruab nrab thiab siab yuav khoom muaj zog tsawg, kev ua haujlwm tshaj lij xws li khau khiav, yoga series kev ua tau zoo dua, kev ua haujlwm ntawm kev ua kis las tau txheeb xyuas, Pab txhawb kev cog qoob loo ntawm cov khau khiav, khau pob tawb thiab lwm yam kev tshaj lij ntawm cov npe hauv tsev Li Ning, XTEP kev ua tau zoo kom tau nyiaj ntxiv. Ntawm qhov tod tes, qee lub npe tau raug kev nyuaj siab los ntawm qhov kawg ntawm cov nyiaj tau los vim yog kev rub ntawm cov khoom xa tuaj. Qhov kev tsis txaus ntawm cov khoom xa tuaj no ua rau muaj kev sib sau ua ke ntawm cov xaj hom rau cov thawj coj tsim khoom nrog lub zog xa khoom zoo tshaj plaws thiab cov khoom xa tuaj ruaj khov. Los ntawm hom,
1) lululemonQ2 tseem ua tiav 29% kev loj hlob txhua xyoo (30% hauv kev lag luam Suav) raws li kev nce nqi thiab kev sib kis thoob ntiaj teb, thiab qhov luv nqi tseem ua tiav me ntsis tsis ntev los no;
2) Kev muag khoom ntawm Asics tau nce 7.4% hauv ib nrab xyoo thawj zaug, ntawm cov khau khiav uas ua haujlwm tau zoo tau nce 13.5% uas ua rau kev loj hlob tag nrho zoo.
Kev taug qab cov ntaub ntawv Tmall:
Thaum Lub Yim Hli, qhov kev ua tau zoo ntawm txhua ntu tau sib txawv, thiab kev loj hlob sab nraum zoov tau ci ntsa iab.
1) Hom kev ua si: qhov ntim muag khoom ntawm Disant hauv Anta Group tau nce 37%, thiab tus nqi nruab nrab tau txog 1016 yuan (+ 20%), qhia txog qhov sib txawv ntawm lub zog muaj peev xwm ntawm lub hom; Qhov thib ob, XTEP lub hom lag luam tseem ceeb muag / muag khoom tau nce 21.5% / 19% feem, nrog rau kev loj hlob ntawm qhov ntim pab txhawb rau lub zog tseem ceeb; Li Ning cov muag khoom tau nce me ntsis ntawm sab nraub qaum ntawm qhov nruab nrab zoo nce ntawm 7.5%.
2) Cov khaub ncaws hom: Biyinlefen khaws cia ua tus thawj coj nrog kev loj hlob ntawm 17.5%, ua raws li kev nce me ntsis ntawm cov khaub ncaws menyuam yaus uas Taiping Bird muaj, thaum lwm lub npe txhua tus poob qis mus rau ntau qib.
3) Sab Nraum Zoov/mus ncig teb chaws: Thaum lub caij ntuj sov mus ncig teb chaws, Samsonite cov khoom muag/tus nqi nruab nrab tau nce 20.6%/14.2% feem, thaum cov khoom muag/kev muag khoom ntawm hom khoom sab nraum zoov Mu Gaodi tau nce 126.5%/80.6% feem, txuas ntxiv kev loj hlob sai yav dhau los.
Cov lus qhia txog kev nqis peev
Ntawm sab khaub ncaws ntawm lub hom, nws raug pom zoo kom them sai sai rau Li Ning, uas muaj lub zog ua lag luam ua tus thawj coj, xav tias yuav ua tus thawj coj hauv kev rov zoo tom qab muaj kev sib kis, thiab tus nqi tam sim no yog qis tshaj plaws hauv keeb kwm. Ntawm qhov kawg ntawm kev tsim cov ntaub, nws raug pom zoo kom them sai sai rau Huali Group, uas muaj cov txiaj ntsig zoo rau cov neeg siv khoom thiab cov phiaj xwm nthuav dav kom meej, thiab Jiansheng Group, uas muaj kev ua kom zoo dua rau cov neeg siv khoom thiab ua tau zoo tshaj qhov xav tau. Tsis tas li ntawd, nyob rau hauv cov ntsiab lus ntawm kev rov zoo ntawm kev siv khoom thiab kev mus ncig tom qab muaj kev sib kis, nws raug pom zoo kom them sai sai rau Samsonite, tus thawj coj tsis them se hauv Suav teb, uas nws cov kev ua tau zoo tau zoo dua txhua peb lub hlis thiab tau txais txiaj ntsig zoo los ntawm kev rov zoo ntawm kev mus ncig sab nraud.
Kev taug qab cov ntaub ntawv thiab kev tshaj tawm
Kev tshuaj xyuas kev ua lag luam: Lub lim tiam dhau los (Cuaj hlis 5, 2022 -- Cuaj hlis 9, 2022) Shanghai Composite Index, Shenzhen Component Index thiab CSI 300 tau nce 2.37%, 1.50% thiab 1.74% feem. Cov khoom siv textile thiab khaub ncaws tau nce 0.71%, ntawm cov khoom siv textile poob 0.55% thiab cov khaub ncaws tau nce 1.57%.
Tus nqi khoom siv raw: 328 qib paj rwb qhov chaw 15769 yuan / ton (-0.18%, nce lossis poob txhua lub lim tiam); Paj Rwb CotlookA122.4 xees / lb (0.66%); Tus nqi sib txawv ntawm paj rwb sab hauv thiab sab nraud yog -4946 yuan / ton (-4.10%).
Xov xwm kev lag luam:
1) Tod's Group tau txais txiaj ntsig hauv ib nrab xyoo thawj zaug ntawm xyoo 2022, nrog rau kev muag khoom nce 17.4% txhua xyoo, ntau tshaj qhov xav tau;
2) Ferragamo thawj ib nrab muag khoom tau nce 20.3% YOY, ntau tshaj qhov xav tau, tab sis Tuam Tshoj qeeb qeeb;
3) Li Ning yuav qhib lub khw muag khoom loj hauv Hong Kong nrog rau tus nqi xauj tsev txhua xyoo txog li HK $ 24m; 4) Lululemon tshaj tawm daim ntawv qhia txog xyoo 2022 Q2: Kev muag khoom hauv Suav teb nce 30%.
Lub sijhawm tshaj tawm: Cuaj hlis-23-2022