Mba ofesi:
Ọganihu egwuregwu na-aga n'ihu, a na-enweta ngwa ahịa okomoko dịka ahaziri ya.Na-adịbeghị anya otutu esenidụt uwe ika tọhapụrụ ọhụrụ nkeji iri na ise na anya maka afọ zuru ezu, esenidụt superposition nke onu oriri n'okpuru ndabere nke ozi ahịa na China, anyị na-ahụ na ọkachamara egwuregwu ika, okomoko ụdị ka nwere pụtara ìhè arụmọrụ, na-egosipụta onu oriri mmetụta na etiti na elu. Ndị mmadụ na-enweta ego na-azụta ike dị oke, ọrụ ọkachamara dị ka akpụkpọ ụkwụ na-agba ọsọ, usoro yoga dị ịrịba ama, a na-egosipụta usoro nhazi ọrụ uwe egwuregwu, Enyemaka ịzụlite akpụkpọ ụkwụ na-agba ọsọ, akpụkpọ ụkwụ basketball na ubi ọkachamara ndị ọzọ nke ụdị ụlọ Li Ning, arụmọrụ XTEP ka ego ọzọ.N'aka nke ọzọ, ụfọdụ ụdị enwewo nrụgide site na njedebe uru n'ihi ịdọrọ nke agbụ ahụ.Nke a gburugburu nke ọkọnọ ụkọ ụkọ na-akwado ịta nke ika iwu na-emepụta ndị ndú nwere pụtara ìhè nnyefe ike na kwụsiri ike ọkọnọ.Site na ika,
1) lululemonQ2 ka na-enweta uto 29% n'afọ n'afọ (30% na ahịa China) n'okpuru onu oriri na ọrịa na-efe efe, na ego ahụ ka na-enweta ntakịrị mmụba n'oge na-adịbeghị anya;
2) Ahịa Asics mụbara site na 7.4% na ọkara mbụ nke afọ, n'etiti nke akpụkpọ ụkwụ na-arụ ọrụ na-agba ọsọ mụbara site na 13.5% nke ọma na-ebuwanye ibu n'ozuzu ya.
Nleba data Tmall:
N'August, arụmọrụ nke akụkụ ọ bụla dị iche, na uto n'èzí na-egbuke egbuke.
1) Egwuregwu egwuregwu: olu ahịa nke Disant n'okpuru Anta Group mụbara site na 37%, na nkezi ọnụahịa ruru 1016 yuan (+ 20%), na-egosi mmụba dị elu nke ike ike ika;Nke abuo, XTEP si isi ika ire / ire abawanyela site 21.5%/19% n'otu n'otu, na ibu ibu na-enye aka na isi ịkwọ ụgbọala;Ahịa Li Ning bilitere ntakịrị na azụ nke ezigbo mmụba ọnụahịa nke 7.5%.
2) Uwe ejiji: Biyinlefen debere ụzọ ya na mmụba nke 17.5%, sochiri ntakịrị mmụba na uwe ụmụaka nke Taiping Bird nwere, ebe ụdị ndị ọzọ niile jụrụ na ogo dị iche iche.
3) N'èzí/njem: N'oge njem n'oge okpomọkụ, ahịa Samsonite / nkezi ọnụahịa mụbara site na 20.6%/14.2% n'otu n'otu, ebe ire / ire ahịa nke ika Mu Gaodi mụbara site na 126.5%/80.6% n'otu n'otu, na-aga n'ihu na-eto ngwa ngwa gara aga. .
Ndụmọdụ itinye ego
N'akụkụ uwe nke ika ahụ, a na-atụ aro ka ị ṅaa ntị na Li Ning, bụ onye nwere ikike ikike nke na-eduga, na-atụ anya na ọ ga-ebute ụzọ na mgbake mgbe ọrịa ahụ gasịrị, ọnụ ahịa dị ugbu a dị na akụkọ ihe mere eme dị ala.Na njedebe n'ichepụta textile, a na-atụ aro ka ị ṅaa ntị na Huali Group, nke nwere uru ndị ahịa dị ịrịba ama na atụmatụ mgbasawanye ike na-esochi anya, yana Jiansheng Group, nke nwere njikarịcha ndị ahịa na-enweghị ntụpọ ma gafere ọrụ a tụrụ anya ya.Tụkwasị na nke ahụ, n'ihe gbasara mgbake nke oriri na njem mgbe ọrịa ahụ gasịrị, a na-atụ aro ka ị ṅaa ntị na Samsonite, onye ndu na-enweghị ọrụ na China, onye ọrụ ya emeela ka ọ dị mma site na nkeji iri na ise ma nweta uru dị ukwuu na mgbake nke ọpụpụ. njem.
Data na mgbasa ozi nsochi
Nyochaa ahịa: Izu gara aga (Septemba 5, 2022 - Septemba 9, 2022) Index Composite Shanghai, Shenzhen Component Index na CSI 300 bilitere 2.37%, 1.50% na 1.74% n'otu n'otu.Ngalaba akwa na akwa bilitere 0.71%, n'ime nke ngalaba textile dara 0.55% na ngalaba uwe bilitere 1.57%.
Ọnụahịa ihe onwunwe: 328 ọkwa owu ntụpọ 15769 yuan / ton (-0.18%, ịrị elu ma ọ bụ ọdịda kwa izu);Cotton CotlookA122.4 cents/lb (0.66%);Ọnụ ego dị iche n'etiti owu ime na mpụga bụ -4946 yuan/ton (-4.10%).
Akụkọ ụlọ ọrụ:
1) Tod Group swung ka a uru na mbụ ọkara nke gbasara ego obodo 2022, na ahịa elu 17.4% afọ na-afọ, na-eti atụmanya;
2) Ọnụ ahịa ọkara mbụ nke Ferragamo bilitere 20.3% YOY, na-eti atụmanya, mana China kwụsịrị;
3) Li Ning ga-emepe ụlọ ahịa flagship na Hong Kong na mgbazinye kwa afọ nke ihe dịka HK $24m;4) Lululemon na-ekwupụta akụkọ gbasara mmefu ego 2022 Q2: China rere 30%.
Oge nzipu: Sep-23-2022