Kunja kwa dziko:
Kukula kwa masewera kukupitirira, katundu wapamwamba wabwezedwa monga momwe anakonzera. Posachedwapa, mitundu yambiri ya zovala zakunja yatulutsa kotala laposachedwa komanso chiyembekezo cha chaka chonse, kukwera kwa mitengo ya zinthu kunja kwa dziko lapansi pansi pa msika wazidziwitso ku China, tapeza kuti mtundu wamasewera waukadaulo, mitundu yapamwamba ikadali ndi magwiridwe antchito abwino kwambiri, kuwonetsa kukwera kwa mitengo kwa anthu apakati ndi apamwamba mphamvu yogula ndi yochepa, ntchito zaukadaulo monga nsapato zothamanga, magwiridwe antchito a yoga ndi abwino kwambiri, njira yoyendetsera zovala zamasewera yatsimikiziridwa, Thandizo lokulitsa nsapato zothamanga, nsapato za basketball ndi magawo ena aukadaulo amitundu yakunyumba Li Ning, magwiridwe antchito a XTEP kuti awonjezere ndalama. Kumbali ina, mitundu ina yakhala ikukakamizidwa ndi phindu chifukwa cha kukwera kwa unyolo wopereka. Kuchepa kwa unyolo wopereka uku kukuthandizira kuti maoda amitundu aziyang'aniridwa ndi atsogoleri opanga omwe ali ndi mphamvu zotumizira zabwino komanso unyolo wokhazikika wopereka. Ndi mtundu,
1) lululemonQ2 ikukwaniritsabe kukula kwa 29% chaka ndi chaka (30% pamsika waku China) chifukwa cha kukwera kwa mitengo ndi mliri, ndipo kuchotsera kukupitilirabe kuwonjezeka pang'ono posachedwapa;
2) Malonda a Asics adakwera ndi 7.4% mu theka loyamba la chaka, pomwe nsapato zothamanga zogwira ntchito zidakwera ndi 13.5% zomwe zidapangitsa kuti kukula konse kukwere.
Kutsata deta ya Tmall:
Mu Ogasiti, magwiridwe antchito a gawo lililonse adasiyana, ndipo kukula kwakunja kunali kowala.
1) Mtundu wamasewera: kuchuluka kwa malonda a Disant pansi pa Anta Group kwakwera ndi 37%, ndipo mtengo wapakati wafika pa 1016 yuan (+20%), zomwe zikusonyeza kukwera kwakukulu kwa mphamvu zomwe kampaniyo ingathe kubweretsa; Kachiwiri, malonda/malonda akuluakulu a XTEP akwera ndi 21.5%/19% motsatana, ndipo kukula kwa kuchuluka kwa malonda kwathandizira mphamvu yayikulu; malonda a Li Ning adakwera pang'ono chifukwa cha kukwera kwa mitengo kwapakati pa 7.5%.
2) Zovala za mtundu: Biyinlefen idatsogola ndi chiwonjezeko cha kukula kwa 17.5%, kutsatiridwa ndi kuwonjezeka pang'ono kwa zovala za ana zomwe zili za Taiping Bird, pomwe mitundu ina yonse idatsika pang'ono.
3) Kuyenda panja/paulendo: Mu nyengo yachilimwe, malonda a Samsonite/mtengo wapakati unakwera ndi 20.6%/14.2% motsatana, pomwe malonda/malonda a mtundu wakunja wa Mu Gaodi anakwera ndi 126.5%/80.6% motsatana, zomwe zinapangitsa kuti kukula kwachangu kupitirire.
Upangiri wa ndalama
Kumbali ya zovala za kampaniyi, tikulimbikitsa kuti Li Ning, yomwe ili ndi mphamvu zotsogola, ikuyembekezeka kukhala patsogolo pakuchira pambuyo pa mliriwu, ndipo mtengo wamakono uli wotsika kwambiri. Pamapeto pa kupanga nsalu, tikulimbikitsanso kuti tiganizire za Huali Group, yomwe ili ndi ubwino waukulu kwa makasitomala komanso dongosolo lomveka bwino lokulitsa mphamvu, ndi Jiansheng Group, yomwe ili ndi kukonza bwino makasitomala ndipo yapambana magwiridwe antchito omwe amayembekezeredwa. Kuphatikiza apo, pankhani yobwezeretsa zakudya ndi maulendo pambuyo pa mliriwu, tikulimbikitsanso kuti tiganizire za Samsonite, mtsogoleri wopanda msonkho ku China, yemwe magwiridwe ake asintha kotala ndi kotala ndipo wapindula kwambiri ndi kubwezeretsa maulendo otuluka.
Kutsata deta ndi kulengeza
Kuwunika kwa msika: Sabata yatha (Seputembala 5, 2022 -- Seputembala 9, 2022) Shanghai Composite Index, Shenzhen Component Index ndi CSI 300 zinakwera ndi 2.37%, 1.50% ndi 1.74% motsatana. Gawo la nsalu ndi zovala linakwera ndi 0.71%, pakati pawo gawo la nsalu linatsika ndi 0.55% ndipo gawo la zovala linakwera ndi 1.57%.
Mtengo wa zinthu zopangira: 328 grade thonje spot 15769 yuan/tani (-0.18%, kukwera kapena kugwa kwa sabata); Thonje CotlookA122.4 cents/lb (0.66%); Kusiyana kwa mtengo pakati pa thonje lamkati ndi lakunja ndi -4946 yuan/tani (-4.10%).
Nkhani zamakampani:
1) Gulu la Tod linapeza phindu mu theka loyamba la chaka cha 2022, ndipo malonda ake anakwera ndi 17.4% chaka ndi chaka, zomwe zinapangitsa kuti zinthu ziyende bwino kwambiri;
2) Malonda a Ferragamo mu theka loyamba la mpikisano adakwera ndi 20.3% chaka chilichonse, kupitirira zomwe ankayembekezera, koma China idachepa;
3) Li Ning atsegula sitolo yayikulu ku Hong Kong yokhala ndi lendi ya pachaka ya pafupifupi HK $24 miliyoni; 4) Lululemon alengeza lipoti la zachuma la 2022 kotala lachiwiri: Malonda aku China akwera ndi 30%.
Nthawi yotumizira: Sep-23-2022