Mba ofesi:
Ọganihu egwuregwu gara n'ihu, ngwa ahịa okomoko enwetala dịka e mere atụmatụ ya. Ọtụtụ ụdị uwe mba ofesi na-adịbeghị anya wepụtara nkeji iri na ise na atụmanya maka afọ zuru oke, oke mmụba mba ofesi n'okpuru ndabere nke ahịa ozi na China, anyị na-ahụ na ụdị egwuregwu ọkachamara, ụdị okomoko ka nwere arụmọrụ pụrụ iche, na-egosipụta mmetụta mmụba na ndị nwere ego etiti na ndị nwere nnukwu ego ịzụta ike pere mpe, ọrụ ọkachamara dịka akpụkpọ ụkwụ ịgba ọsọ, arụmọrụ usoro yoga dị oke mma, a na-akwado usoro nhazi ọrụ uwe egwuregwu, Enyemaka ịzụlite akpụkpọ ụkwụ ịgba ọsọ, akpụkpọ ụkwụ basketball na ngalaba ọkachamara ndị ọzọ nke ụdị ụlọ Li Ning, arụmọrụ XTEP iji nweta ego ọzọ. N'aka nke ọzọ, ụfọdụ ụdị anọwo n'okpuru nrụgide site na njedebe uru n'ihi ndọkpụ nke usoro ọkọnọ. Gburugburu ụkọ a na-enye aka na ntinye nke iwu akara nye ndị isi nrụpụta nwere ike nnyefe pụrụ iche na usoro ọkọnọ kwụsiri ike. Site na akara,
1) lululemonQ2 ka na-enweta uto 29% kwa afọ (30% n'ahịa China) n'okpuru onu oriri na ọrịa na-efe efe, mbelata ahụ ka na-enweta mmụba ntakịrị n'oge na-adịbeghị anya;
2) Ahịa Asics mụbara site na 7.4% na ọkara mbụ nke afọ ahụ, nke gụnyere akpụkpọ ụkwụ ịgba ọsọ bara uru mụbara site na 13.5% nke na-akwalite uto zuru oke.
Nchọgharị data Tmall:
N'ọnwa Ọgọst, arụmọrụ nke akụkụ ọ bụla dị iche, uto dị n'èzí na-enwu gbaa.
1) Ụdị egwuregwu: ọnụọgụ ahịa Disant n'okpuru Anta Group mụbara site na 37%, ọnụahịa nkezi ruru yuan 1016 (+20%), nke na-egosi mmụba dị ukwuu nke ike ikike ika; Nke abụọ, ahịa/ire ahịa isi nke XTEP mụbara site na 21.5%/19% n'otu n'otu, mmụba olu na-enye aka na isi ihe na-akpali; Ahịa Li Ning mụbara ntakịrị n'azụ mmụba ọnụahịa dị mma nke 7.5%.
2) Uwe ndị a na-eyi n'ụdị ika: Biyinlefen jisiri ike na-eto nke 17.5%, wee soro mmụba ntakịrị na uwe ụmụaka nke Taiping Bird nwere, ebe ụdị ndị ọzọ niile dara ada n'ogo dị iche iche.
3) Njem n'èzí/njem: N'oge njem oge okpomọkụ, ọnụahịa ahịa/nkezi nke Samsonite mụbara site na 20.6%/14.2% n'otu n'otu, ebe ahịa/ahịa nke ụlọ ahịa Mu Gaodi mụbara site na 126.5%/80.6% n'otu n'otu, na-aga n'ihu na uto ngwa ngwa gara aga.
Ndụmọdụ itinye ego
N'akụkụ uwe nke ika ahụ, a na-atụ aro ka a lebara anya na Li Ning, nke nwere ike kachasị elu nke ika ahụ, a na-atụ anya na ọ ga-ebute ụzọ n'ịgwọ ọrịa ahụ mgbe ọrịa ahụ gasịrị, ọnụahịa ugbu a dịkwa ala. Na njedebe nke mmepụta ákwà, a na-atụ aro ka a lebara anya na Huali Group, nke nwere uru ndị ahịa dị ukwuu na atụmatụ mgbasa ikike nleba anya doro anya, na Jiansheng Group, nke nwere nnukwu nhazi ndị ahịa na-enweghị ntụpọ ma gafere arụmọrụ a tụrụ anya ya. Na mgbakwunye, n'ihe gbasara mgbake nke oriri na njem mgbe ọrịa ahụ gasịrị, a na-atụ aro ka a lebara anya na Samsonite, onye ndu na-enweghị ụtụ isi na China, onye arụmọrụ ya emeela ka ọkara otu ụzọ n'ụzọ anọ dịkwuo mma ma rite uru nke ukwuu site na mgbake nke njem mpụga.
Ịchọpụta data na ọkwa
Nyocha ahịa: N'izu gara aga (Septemba 5, 2022 - Septemba 9, 2022) Shanghai Composite Index, Shenzhen Component Index na CSI 300 rịrị elu 2.37%, 1.50% na 1.74% n'otu n'otu. Ngalaba ákwà na uwe rịrị elu 0.71%, nke gụnyere ngalaba ákwà dara 0.55% ebe ngalaba uwe rịrị elu 1.57%.
Ọnụ ego ihe eji emepụta ihe: 328 ọkwa owu 15769 yuan/ton (-0.18%, mmụba kwa izu ma ọ bụ ọdịda); Cotton Cotlook A122.4 cents/lb (0.66%); Ọdịiche ọnụahịa dị n'etiti owu dị n'ime na nke dị n'èzí bụ -4946 yuan/ton (-4.10%).
Akụkọ ụlọ ọrụ:
1) Tod's Group rịgoro uru n'ọkara mbụ nke afọ ego 2022, ebe ahịa ha rịrị elu nke 17.4% kwa afọ, na-emeri atụmanya ha;
2) Ahịa Ferragamo n'ọkara mbụ mụbara site na pasentị iri abụọ na atọ nke YOY, nke karịrị atụmanya ya, mana China belatara nke ukwuu;
3) Li Ning ga-emepe ụlọ ahịa pụrụ iche na Hong Kong nke nwere ụgwọ ụlọ kwa afọ nke ihe dị ka HK $24m; 4) Lululemon kwupụtara akụkọ gbasara ego nke afọ 2022 Q2: Ahịa China rịrị elu 30%.
Oge ozi: Sep-23-2022