Mhiri kwemakungwa:
Kubudirira kwemitambo kwakaramba kuchienderera mberi, zvinhu zveumbozha zvakadzoka sezvakarongwa. Zvichangobva kuburitswa nekambani yembatya dzekunze kwenyika dzakawanda dzegore rapfuura, kukwira kwemitengo kwekunze kwenyika pasi pemusika weruzivo muChina, tinoona kuti kambani yehunyanzvi yemitambo, mhando dzeumbozha dzichiri kuita zvakanaka, zvinoratidza kuti inflation ine simba pavanhu vane mari yepakati nepamusoro, simba rekutenga rakaganhurirwa, basa rehunyanzvi rakadai seshangu dzekumhanya, mashandiro eYoga series akanyanya kunaka, maitiro emitambo akasimbiswa, Kubatsira kurima shangu dzekumhanya, shangu dzebasketball nedzimwe nzvimbo dzehunyanzvi dzemhando dzemumba Li Ning, mashandiro eXTEP kuti awedzere mari. Kune rumwe rutivi, mamwe mabrandi ave ari pasi pekumanikidzwa kubva kumhedzisiro yepurofiti nekuda kwekudhonzwa kwecheni yekugovera. Kushomeka kwecheni yekugovera uku kunobatsira kuti vatungamiriri vekugadzira vaunganidzwe nesimba rekutumira rakanaka uye cheni yekugovera yakagadzikana. Nekambani,
1) lululemonQ2 ichiri kuwana kukura kwe29% gore negore (30% mumusika weChina) pasi pekukwira kwemitengo uye denda, uye kuderedzwa kwemitengo kuchiri kuwana kuwedzera kudiki munguva pfupi yapfuura;
2) Kutengeswa kweAsics kwakawedzera ne7.4% muhafu yekutanga yegore, pakati pazvo shangu dzekumhanya dzinoshanda dzakawedzera ne13.5% zvichikonzera kukura kwese.
Kutevera data rese:
Muna Nyamavhuvhu, mashandiro echikamu chimwe nechimwe akasiyana, uye kukura kwekunze kwakajeka.
1) Chiratidzo chemitambo: huwandu hwekutengesa hweDisant pasi peAnta Group hwakawedzera ne37%, uye avhareji yemutengo yakasvika 1016 yuan (+20%), zvichiratidza kukwira kukuru kwesimba rekambani; Chechipiri, kutengesa/kutengesa kukuru kwekambani yeXTEP kwakawedzera ne21.5%/19% zvichiteerana, nekukura kwehuwandu kuchibatsira kune simba guru; Kutengesa kwaLi Ning kwakakwira zvishoma nekuda kwekuwedzera kwakanaka kwemutengo we7.5%.
2) Zvipfeko zvemhando yepamusoro: Biyinlefen yakaramba iri pamberi nekukura kwe17.5%, zvichiteverwa nekuwedzera kudiki kwezvipfeko zvevana zveTaiping Bird, nepo mamwe marudzi ese akaderera kusvika padanho rakasiyana.
3) Kufamba panze/kunze: Munguva yekufamba kwezhizha, mutengo wekutengesa/avhareji waSamsonite wakawedzera ne20.6%/14.2% zvichiteerana, ukuwo mutengo wekutengesa/kutengesa kwemhando yekunze yeMu Gaodi wakawedzera ne126.5%/80.6% zvichiteerana, zvichienderera mberi nekukura nekukurumidza kwaimbovepo kare.
Mazano ekudyara mari
Kudivi rezvipfeko zvekambani iyi, zvinokurudzirwa kuti titeerere Li Ning, iyo ine simba guru rekugadzira zvinhu, inotarisirwa kutungamira mukupora mushure medenda, uye kukosha kuripo pari zvino kwaderera zvikuru. Pakupera kwekugadzirwa kwemachira, zvinokurudzirwa kuti titeerere Huali Group, iyo ine mabhenefiti makuru evatengi uye hurongwa hwakajeka hwekuwedzera kugona, uye Jiansheng Group, iyo ine hunyanzvi hwakakura hwevatengi uye yakadarika mashandiro anotarisirwa. Pamusoro pezvo, maererano nekupora kwevatengi nekufamba mushure medenda, zvinokurudzirwa kuti titeerere Samsonite, mutungamiri asingabhadhare mutero muChina, ane mashandiro akanaka kota nekota uye akabatsirwa zvikuru nekupora kwemafambiro ekunze.
Kutevera data uye zviziviso
Ongororo yemusika: Svondo rapfuura (Gunyana 5, 2022 - Gunyana 9, 2022) Shanghai Composite Index, Shenzhen Component Index naCSI 300 zvakakwira ne2.37%, 1.50% uye 1.74% zvichiteerana. Chikamu chemachira nembatya chakakwira ne0.71%, pakati pacho chikamu chemachira chakaderera ne0.55% uye chikamu chembatya chakakwira ne1.57%.
Mutengo wezvinhu zvisina kugadzirwa: donje remhando ye328 15769 yuan/tani (-0.18%, kukwira kana kudonha kwevhiki nevhiki); Donje reCotlookA122.4 cents/lb (0.66%); Musiyano wemutengo pakati pedonje remukati nerekunze i -4946 yuan/tani (-4.10%).
Nhau dzeindasitiri:
1) Tod's Group yakawana purofiti muhafu yekutanga yegore ra2022, nekutengesa kwakakwira ne17.4% gore negore, zvichikunda zvaitarisirwa;
2) Kutengeswa kweFerragamo muhafu yekutanga kwakakwira ne20.3% gore rega rega, zvichipfuura zvaitarisirwa, asi China yakadzikira;
3) Li Ning achavhura chitoro chikuru muHong Kong chine rendi yegore negore inosvika HK $24 miriyoni; 4) Lululemon anozivisa mushumo wemari wekota yechipiri wegore ra2022: Kutengeswa kweChina kwakakwira ne30%.
Nguva yekutumira: Gunyana-23-2022