Ngaphesheya kweelwandle:
Ukwanda kwezemidlalo kuqhubekile, iimpahla zodidi zibuyile njengoko bekucwangcisiwe. Kutshanje, uphawu lweempahla zaphesheya kwezilwandle lukhuphe ikota yakutshanje kunye nombono wonyaka wonke, ukubekwa kwexabiso laphesheya kwezilwandle phantsi kwemvelaphi yemarike yolwazi eTshayina, sifumanisa ukuba uphawu lwezemidlalo lobuchwephesha, iimpawu zodidi zisenentsebenzo egqwesileyo, zibonisa impembelelo yokunyuka kwamaxabiso kubantu abanengeniso ephakathi kunye nephezulu amandla okuthenga anqongophele, umsebenzi wobuchwephesha onjengezihlangu zokubaleka, ukusebenza kochungechunge lweyoga kugqwesileyo, umkhwa wokujonga umsebenzi wezemidlalo uqinisekisiwe, Uncedo lokukhulisa izihlangu zokubaleka, izihlangu zebhasikithi kunye namanye amacandelo obuchwephesha kwiimveliso zasekhaya iLi Ning, ukusebenza kwe-XTEP ukuya kwimali engaphezulu. Kwelinye icala, ezinye iimpawu beziphantsi koxinzelelo oluvela kwinzuzo ngenxa yokutsala kwekhonkco lokubonelela. Olu jikelezo lokunqongophala kwekhonkco lokubonelela lunceda ekuqokeleleni ii-odolo zophawu kwiinkokheli zokuvelisa ezinamandla okuhambisa abalaseleyo kunye nekhonkco lokubonelela elizinzileyo. Ngokwegama,
1) i-lululemonQ2 isakhula ngama-29% unyaka nonyaka (30% kwimarike yaseTshayina) phantsi kokunyuka kwamaxabiso kunye nobhubhane, kwaye isaphulelo sisakhula kancinci kutshanje;
2) Intengiso ye-Asics inyuke nge-7.4% kwisiqingatha sokuqala sonyaka, phakathi kwazo izihlangu zokubaleka ezisebenzayo zinyuke nge-13.5% nto leyo eqhubela phambili ukukhula ngokubanzi.
Ukulandelela idatha ye-Tmall:
Ngo-Agasti, ukusebenza kwecandelo ngalinye kwahluka, kwaye ukukhula kwangaphandle kwakuqaqambile.
1) Uphawu lwezemidlalo: umthamo wentengiso yeDisant phantsi kwe-Anta Group unyuke nge-37%, kwaye ixabiso eliqhelekileyo lifikelele kwi-1016 yuan (+20%), nto leyo ebonisa ukunyuka okukhulu kwamandla anokubakho kophawu; Okwesibini, intengiso/ukuthengiswa kophawu oluphambili lwe-XTEP kunyuke nge-21.5%/19% ngokwahlukeneyo, kunye nokukhula komthamo okufaka isandla kumandla aphambili; Intengiso kaLi Ning inyuke kancinci ngenxa yokunyuka kwamaxabiso okuphakathi kwe-7.5%.
2) Iimpahla zebhrendi: IBiyinlefen ihlale ikhokela ngesantya sokukhula se-17.5%, ilandelwa kukunyuka okuncinci kweempahla zabantwana eziphethwe yiTaiping Bird, ngelixa ezinye iimpawu zonke zehla ngamanqanaba ahlukeneyo.
3) Ukuhamba ngaphandle/ngaphandle: Ngexesha lokuhamba ehlotyeni, intengiso/ixabiso eliqhelekileyo likaSamsonite linyuke nge-20.6%/14.2% ngokwahlukeneyo, ngelixa intengiso/ukuthengiswa kwe-brand yangaphandle iMu Gaodi inyuke nge-126.5%/80.6% ngokwahlukeneyo, nto leyo eqhubela phambili ukukhula okukhawulezileyo kwangaphambili.
Iingcebiso zotyalo-mali
Kwicala lempahla yophawu, kucetyiswa ukuba kuqwalaselwe iLi Ning, enegunya eliphambili lophawu, kulindeleke ukuba ikhokele ekubuyiseleni emva kobhubhane, kwaye ixabiso langoku liphantsi kakhulu kwimbali. Ekupheleni kokwenziwa kwempahla yelaphu, kucetyiswa ukuba kuqwalaselwe iHuali Group, eneengenelo ezibalulekileyo kubathengi kunye nesicwangciso sokulandelela esicacileyo sokwandisa amandla, kunye neJiansheng Group, enokwenza ngcono abathengi kwaye idlule ukusebenza okulindelekileyo. Ukongeza, kwimeko yokubuyiselwa kokusetyenziswa kunye nokuhamba emva kobhubhane, kucetyiswa ukuba kuqwalaselwe iSamsonite, inkokeli engenamrhumo eTshayina, okusebenza kwayo kuphucuke ikota ngekota kwaye izuze kakhulu ekubuyiseleni ukuhamba okuphumayo.
Ukulandelela idatha kunye nezibhengezo
Uhlolo lweMarike: Kwiveki ephelileyo (nge-5 kaSeptemba, 2022 -- nge-9 kaSeptemba, 2022) iShanghai Composite Index, iShenzhen Component Index kunye neCSI 300 zinyuke nge-2.37%, 1.50% kunye ne-1.74% ngokulandelelana. Icandelo lempahla yelaphu kunye nelempahla linyuke nge-0.71%, phakathi kwazo icandelo lempahla yelaphu lehle nge-0.55% kwaye icandelo lempahla yelaphu lenyuke nge-1.57%.
Ixabiso lezinto eziluhlaza: I-cotton spot ye-grade 328 15769 yuan/ton (-0.18%, ukunyuka okanye ukuwa kweveki); I-Cotton CotlookA122.4 cents/lb (0.66%); Umahluko wexabiso phakathi kwe-cotton yangaphakathi neyangaphandle yi--4946 yuan/ton (-4.10%).
Iindaba zoshishino:
1) Iqela leTod lifumene inzuzo kwisiqingatha sokuqala sonyaka-mali ka-2022, intengiso inyuke nge-17.4% unyaka nonyaka, idlula ulindelo;
2) Intengiso yesiqingatha sokuqala sikaFerragamo inyuke ngama-20.3% YOY, idlula ulindelo, kodwa iTshayina yehla;
3) ULi Ning uza kuvula ivenkile enkulu eHong Kong enerenti yonyaka emalunga ne-HK $24 yezigidi; 4) ULululemon ubhengeza ingxelo yezemali ka-2022 kwikota yesibini: Intengiso yaseTshayina inyuke ngama-30%.
Ixesha lokuthumela: Sep-23-2022