I tāwāhi:
I haere tonu te pikinga o ngā hākinakina, ā, kua ora anō ngā taonga papai i runga i te wā i whakaritea. Nō nā tata nei, he maha ngā waitohu kākahu o tāwāhi i whakaputa i te hauwhā hou me te tirohanga mō te tau katoa, i raro i te papamuri o te mākete mōhiohio i Haina, i kitea e mātou he tino pai tonu te mahi a ngā waitohu hākinakina ngaio, ngā waitohu papai, e whakaata ana i te awe o te pikinga ki te hunga whiwhi waenga me te hunga whiwhi nui he iti noa iho te mana hoko, he tino pai ake ngā mahi ngaio pēnei i ngā hū oma, ngā mahi yoga, kua manatokohia te ia o te aronga o ngā mahi hākinakina, ā, ka āwhina i te whakatipu i ngā hū oma, ngā hū poitūkohu me ētahi atu mara ngaio o ngā waitohu ā-rohe a Li Ning, XTEP ki te whakapiki ake i te moni. I tētahi atu taha, kua pēhia ētahi waitohu e te pito hua nā te tōia o te mekameka tuku. Ko tēnei huringa o te korenga o te mekameka tuku he mea āwhina ki te kukū o ngā ota waitohu ki ngā kaiārahi hanga me te kaha tuku tino pai me te mekameka tuku pumau. Mā te waitohu,
1) kei te eke tonu te lululemonQ2 ki te 29% te tipu ā-tau (30% i te mākete Haina) i raro i te pikinga utu me te mate urutā, ā, kei te eke tonu te hekenga utu ki tētahi pikinga paku i ēnei rā tata nei;
2) I piki ake ngā hoko Asics mā te 7.4% i te haurua tuatahi o te tau, ā, i piki ake ngā hū oma whai hua mā te 13.5%, ā, koinei te tino pūtake o te tipu whānui.
Te aroturuki raraunga Tmall:
I te marama o Ākuhata, i wehewehea te mahi a ia wāhanga, ā, i kanapa te tipu o waho.
1) Waitohu hākinakina: kua piki ake te nui o ngā hoko a Disant i raro i te Rōpū Anta mā te 37%, ā, kua eke te utu toharite ki te 1016 yuan (+20%), e tohu ana i te pikinga nui o te kaha pūmanawa o te waitohu; Tuarua, kua piki ake ngā hoko/hoko matua o te waitohu XTEP mā te 21.5%/19%, me te tipu o te rahinga e whai wāhi ana ki te kaha matua; I piki ake ngā hoko a Li Ning i runga i te pikinga utu toharite pai o te 7.5%.
2) Ngā kākahu waitohu: I mau tonu a Biyinlefen i te arataki me te tere tipu o te 17.5%, ā, i whai ake ko te pikinga paku o ngā kākahu tamariki a Taiping Bird, ko ētahi atu waitohu katoa i heke ki ngā taumata rerekē.
3) Te haereere i waho/te haereere: I te wā raumati, i piki ake ngā hoko/te utu toharite a Samsonite mā te 20.6%/14.2%, ā, i piki ake ngā hoko/te hoko o te waitohu o waho a Mu Gaodi mā te 126.5%/80.6%, me te haere tonu i te tipu tere o mua.
Tohutohu haumi
Mō te taha kakahu o te waitohu, me aro ki a Li Ning, kei a ia te kaha o te waitohu matua, e matapaetia ana ka ārahi i te whakaoranga i muri i te mate urutā, ā, kei te iti rawa te uara o nāianei. Mō te taha hanga kakahu, me aro ki a Huali Group, he nui ngā painga ki ngā kiritaki me te mahere whānui mārama mō te whai i te kaha, me te Jiansheng Group, he pai te arotau i ngā kiritaki, ā, i hipa atu i te mahi i tumanakohia. Hei tāpiri, i roto i te horopaki o te whakaoranga o te kai me te haere i muri i te mate urutā, me aro ki a Samsonite, he kaiārahi kore takoha i Haina, kua pai ake tana mahi i ia hauwhā, ā, kua tino whai hua mai i te whakaoranga o te haere ki waho.
Te aroturuki i ngā raraunga me ngā pānuitanga
Arotake mākete: I te wiki kua taha ake nei (5 o Hepetema, 2022 -- 9 o Hepetema, 2022) i piki ake te Shanghai Composite Index, te Shenzhen Component Index me te CSI 300 mā te 2.37%, 1.50% me te 1.74%. I piki ake te rāngai kakahu me te raranga kākahu mā te 0.71%, i roto i ēnei i heke te rāngai kakahu mā te 0.55%, ā, i piki ake te rāngai kākahu mā te 1.57%.
Utu rauemi mata: miro miro kāwai 328 15769 yuan/tana (-0.18%, pikinga, hekenga rānei ia wiki); Miro Cotlook A122.4 hēneti/pauna (0.66%); Ko te rerekētanga utu i waenga i te miro o roto me te miro o waho ko -4946 yuan/tana (-4.10%).
Ngā purongo ahumahi:
1) I piki ake te hua o te Rōpū a Tod i te haurua tuatahi o te tau pūtea 2022, me te pikinga o ngā hoko mā te 17.4% i ia tau, i tua atu i ngā tumanakohanga;
2) I piki ake ngā hoko a Ferragamo i te haurua tuatahi mā te 20.3% YOY, i tua atu i ngā tumanakohanga, engari i puhoi haere a Haina;
3) Ka whakatuwherahia e Li Ning tētahi toa matua i Hong Kong me te reti ā-tau tata ki te HK $24m; 4) Ka pānuitia e Lululemon te pūrongo hauwhā tuarua o te tau pūtea 2022: Kua piki ake ngā hoko o Haina ki te 30%.
Wā tuku: Hepetema-23-2022