Dibadda:
Kobaca ciyaaraha ayaa sii socday, alaabada raaxada ayaa soo kabatay sidii loo qorsheeyay. Noocyo badan oo dharka dibadda ah oo dhawaan la soo saaray ayaa soo saaray rubuci ugu dambeeyay iyo saadaasha sanadka oo dhan, kor u qaadista sicir bararka dibadda iyadoo la eegayo suuqa macluumaadka ee Shiinaha, waxaan ogaanay in summada ciyaaraha ee xirfadleyda ah, noocyada raaxada ay wali leeyihiin waxqabad heer sare ah, waxay muujinayaan saameynta sicir bararka ee dadka dakhligoodu dhexdhexaadka yahay iyo kuwa sare, shaqada xirfadeed sida kabaha orodka, waxqabadka taxanaha yoga waa mid aad u fiican, isbeddelka jihada shaqada dharka isboortiga waa la xaqiijiyay, Caawinta kobcinta kabaha orodka, kabaha kubbadda kolayga iyo meelaha kale ee xirfadeed ee noocyada gudaha Li Ning, waxqabadka XTEP si lacag dheeraad ah loo helo. Dhanka kale, noocyada qaar ayaa cadaadis ka saarnaa faa'iidada sababtoo ah jiiditaanka silsiladda sahayda. Wareeggan yaraanta silsiladda sahayda ayaa ku habboon uruurinta dalabaadka summadaha hoggaamiyeyaasha wax soo saarka oo leh xoog gaarsiineed oo heer sare ah iyo silsilad sahay oo deggan. Summada,
1) lululemonQ2 wali wuxuu gaarayaa 29% kobac sanadle ah (30% suuqa Shiinaha) sicir bararka iyo masiibada awgeed, qiimo dhimistuna wali waxay gaareysaa koror yar dhawaanahan;
2) Iibka Asics wuxuu kordhay 7.4% qeybtii hore ee sanadka, kuwaas oo ka mid ah kabaha orodka ee shaqeynaya ay kordheen 13.5% si wax ku ool ah u horseeday kobaca guud.
Raad-raaca xogta Tmall:
Bishii Agoosto, waxqabadka qayb kasta waa la kala saaray, koritaanka bannaankuna wuu iftiimay.
1) Summada ciyaaraha: mugga iibka ee Disant ee hoos yimaada Anta Group ayaa kordhay 37%, celceliska qiimahana wuxuu gaaray 1016 yuan (+20%), taasoo muujinaysa isbeddel weyn oo ku yimid tamarta summada suurtagalka ah; Marka labaad, iibka/iibinta summada ugu weyn ee XTEP ayaa kordhay 21.5%/19% siday u kala horreeyaan, iyadoo kobaca mugga uu gacan ka geystay xoogga ugu weyn ee wada; Iibka Li Ning ayaa si yar kor ugu kacay iyadoo celcelis ahaan uu kordhay 7.5%.
2) Dharka summada: Biyinlefen waxay hoggaanka haysay iyadoo heerka kobaca uu yahay 17.5%, waxaana ku xigay koror yar oo ku yimid dharka carruurta oo ay leedahay Taiping Bird, halka noocyada kale dhammaantood ay hoos u dhaceen heerar kala duwan.
3) Dibadda/Safarka: Xilliga safarka xagaaga, qiimaha iibka/celceliska Samsonite wuxuu kordhay 20.6%/14.2% siday u kala horreeyaan, halka iibka/iibinta summada dibadda ee Mu Gaodi ay korodhay 126.5%/80.6% siday u kala horreeyaan, taasoo sii waday kobocii degdegga ahaa ee hore.
Talada maalgashiga
Dhinaca dharka ee summada, waxaa la soo jeedinayaa in fiiro gaar ah loo yeesho Li Ning, oo leh tamarta summada hormuudka ka ah, oo la filayo inay hormuud ka noqoto soo kabashada ka dib cudurka faafa, qiimeynta hadda jirtana waxay ku jirtaa heerkii ugu hooseeyay ee taariikhi ah. Dhammaadka wax soo saarka dharka, waxaa la soo jeedinayaa in fiiro gaar ah loo yeesho Huali Group, oo leh faa'iidooyin macaamiil oo muhiim ah iyo qorshe cad oo lagu ballaarinayo awoodda dabagalka, iyo Jiansheng Group, oo leh hagaajin macaamiil oo aan kala go 'lahayn oo dhaaftay waxqabadka la filayay. Intaa waxaa dheer, marka laga hadlayo soo kabashada isticmaalka iyo safarka ka dib masiibada, waxaa lagu talinayaa in fiiro gaar ah loo yeesho Samsonite, oo ah hoggaamiye canshuur la'aan ah oo ku sugan Shiinaha, oo waxqabadkiisu uu rubuc-rubuc soo hagaagay isla markaana si weyn uga faa'iidaystay soo kabashada safarka dibadda.
Dabagalka xogta iyo ogeysiisyada
Dib u eegista Suuqa: Toddobaadkii hore (Sebtembar 5, 2022 -- Sebteembar 9, 2022) Tusmada Isku-dhafka Shanghai, Tusmada Qaybaha Shenzhen iyo CSI 300 ayaa kor u kacay 2.37%, 1.50% iyo 1.74% siday u kala horreeyaan. Qaybta dharka iyo dharka ayaa kor u kacay 0.71%, kuwaas oo ka mid ah qaybta dharka ay hoos u dhacday 0.55% qaybta dharkana ay kor u kacday 1.57%.
Qiimaha alaabta ceeriin ah: 328 dhibcood oo cudbi ah 15769 yuan/ton (-0.18%, kor u kac ama hoos u dhac toddobaadle ah); Cotlook Cotlook A122.4 senti/lb (0.66%); Farqiga qiimaha u dhexeeya cudbiga gudaha iyo dibadda waa -4946 yuan/ton (-4.10%).
Wararka warshadaha:
1) Kooxda Tod waxay faa'iido heshay qeybtii hore ee miisaaniyaddii 2022, iyadoo iibku uu kor u kacay 17.4% sanadba sanadka ka dambeeya, taasoo ka sarreysa filashooyinka;
2) Iibkii Ferragamo ee qeybtii hore ayaa kor u kacay 20.3% YOY, taasoo ka sarreysa filashadii la filayay, laakiin Shiinaha ayaa hoos u dhacay;
3) Li Ning waxay ka furi doontaa dukaan weyn Hong Kong kirada sanadlaha ah oo dhan qiyaastii HK $24m; 4) Lululemon waxay ku dhawaaqday warbixin maaliyadeedka 2022 Q2: Iibka Shiinaha ayaa kor u kacay 30%.
Waqtiga boostada: Sebteembar-23-2022