Ngaphesheya kolwandle:
Ukunyuka kwezemidlalo kuqhubekile, iimpahla zodidi zabuyiselwa njengoko bekucwangcisiwe.Kutshanje iimpahla ezininzi phesheya brand ikhuphe ikota yamva nje kunye nenkangeleko kunyaka opheleleyo, superposition phesheya kwexabiso lokunyuka kwamaxabiso phantsi kwemvelaphi yolwazi kwimarike China, sifumanisa ukuba brand ezemidlalo yobungcali, iimpawu zodidi kusenentsebenzo ebalaseleyo, zibonakalisa impembelelo yokunyuka kwamaxabiso phakathi naphezulu. Ingeniso abantu abathengayo amandla alinganiselwe, umsebenzi wobuchwephesha onjengokubaleka izihlangu, ukusebenza kochungechunge lweyoga kugqwese ngakumbi, umgangatho wokuqhelaniswa nempahla yezemidlalo uqinisekisiwe, Uncedo lokuhlakulela izihlangu ezibalekayo, izihlangu zebhasikithi kunye nezinye iindawo zobuchwephesha beempawu zasekhaya uLi Ning, ukusebenza kwe-XTEP ukuya enye imali.Ngakolunye uhlangothi, ezinye iimpawu ziye zaphantsi koxinzelelo ukusuka ekupheleni kwenzuzo ngenxa yokutsalwa kwekhonkco lokubonelela.Lo mjikelo wokunqongophala kwekhonkco lobonelelo unceda kugxininiso lwee-odolo zohlobo kwiinkokeli zemveliso ezinamandla abalaseleyo onikezelo kunye nekhonkco lobonelelo oluzinzileyo.Ngophawu,
I-1) i-lululemonQ2 isafezekisa ukukhula kwe-29% ngonyaka (30% kwimarike yaseTshayina) phantsi kokunyuka kwamaxabiso kunye nobhubhane, kwaye isaphulelo sisafezekisa ukunyuka okuncinci kutshanje;
I-2) Ukuthengiswa kwe-Asics kwanda nge-7.4% kwisiqingatha sokuqala sonyaka, phakathi kwazo izicathulo ezisebenzayo ezisebenzayo zanda ngo-13.5% ngokufanelekileyo ukuqhuba ukukhula ngokubanzi.
Ukulandelela idatha encinci:
Ngo-Agasti, ukusebenza kwecandelo ngalinye kwahlulwa, kwaye ukukhula kwangaphandle kwakukhanya.
I-1) Uphawu lwezemidlalo: umthamo wentengiso we-Disant phantsi kwe-Anta Group unyuke nge-37%, kwaye ixabiso eliqhelekileyo lifikelele kwi-yuan eyi-1016 (+ 20%), ebonisa ukunyuka okubalulekileyo kwamandla anokubakho kwe-brand;Okwesibini, intengiso ye-brand engundoqo ye-XTEP/intengiso inyuke nge-21.5%/19% ngokulandelelanayo, ngokukhula komthamo onegalelo kumandla okuqhuba;Iintengiso zikaLi Ning zenyuka kancinci ngasemva kokunyuka kwexabiso eliphakathi kwe-7.5%.
I-2) Impahla ye-Brand: I-Biyinlefen igcine i-lead ngesantya sokukhula kwe-17.5%, ilandelwa kukunyuka okuncinci kwempahla yabantwana ephethwe yi-Taiping Bird, ngelixa ezinye iimpawu zinqabile ukuya kwiidigri ezahlukeneyo.
3) Ngaphandle / ukuhamba: Ngexesha lokuhamba kwehlobo, ukuthengiswa kweSamsonite / ixabiso eliphakathi linyuke nge-20.6% / 14.2% ngokulandelanayo, ngelixa ukuthengiswa / ukuthengiswa kwe-brand yangaphandle ye-Mu Gaodi kunyuke nge-126.5% / 80.6% ngokulandelanayo, ukuqhubeka nokukhula ngokukhawuleza kwangaphambili. .
Iingcebiso zotyalo-mali
Kwicala lempahla ye-brand, kucetyiswa ukuba ubeke ingqalelo kwi-Li Ning, ene-brand ehamba phambili yamandla anokubakho, kulindeleke ukuba ihambe phambili ekubuyiseleni emva kobhubhane, kwaye ixabiso langoku liphantsi kwembali.Kwisiphelo sokwenziwa kwelaphu, kucetyiswa ukuba unikele ingqalelo kwiQela le-Huali, elineenzuzo ezibalulekileyo zabathengi kunye nesicwangciso esicacileyo sokwandisa umthamo wokulandela, kunye neQela le-Jiansheng, elinomsebenzi obalulekileyo womthengi ongenamthungo kunye nokugqithisa ukusebenza okulindelekileyo.Ukongeza, kumxholo wokubuyiselwa kokusetyenziswa kunye nokuhamba emva kobhubhani, kuyacetyiswa ukuba uthathele ingqalelo uSamsonite, inkokeli engenamsebenzi e-China, entsebenzo yakhe iphucule ikota ngekota kwaye ixhamle kakhulu ekubuyiselweni kwakhona kokuphuma ngaphandle. uhambo.
Idatha kunye nesibhengezo sokulandelela
Uphononongo lweMakethi: Kwiveki ephelileyo (ngoSeptemba 5, 2022-Septemba 9, 2022) iShanghai Composite Index, iShenzhen Component Index kunye neCSI 300 yenyuka nge-2.37%, 1.50% kunye ne-1.74% ngokulandelanayo.Icandelo leempahla ezilukiweyo nelempahla lenyuke nge-0.71%, apho icandelo lempahla elukayo lehle nge-0.55% kwaye icandelo lempahla lenyuke nge-1.57%.
ixabiso Raw impahla: 328 grade cotton indawo 15769 yuan / ton (-0.18%, ukunyuka ngeveki okanye ukuwa);Cotton CotlookA122.4 cent/lb (0.66%);Umahluko wexabiso phakathi kwekotoni yangaphakathi nangaphandle yi-4946 yuan / ton (-4.10%).
Iindaba zeshishini:
I-1) Iqela le-Tod liguqukele kwinzuzo kwisiqingatha sokuqala semali ka-2022, kunye nokuthengiswa kwe-17.4% ngonyaka-ngonyaka, ukubetha okulindelekileyo;
I-2) Ukuthengiswa kwesiqingatha sokuqala se-Ferragamo kwaphakama i-20.3% YOY, ukubetha ukulindela, kodwa i-China yanciphisa;
I-3) U-Li Ning uya kuvula ivenkile ye-flagship e-Hong Kong kunye nerenti yonyaka malunga ne-HK $ 24m;I-4) I-Lululemon ivakalisa ingxelo ye-2022 ye-Q2 yemali: I-China ithengisa i-30%.
Ixesha lokuposa: Sep-23-2022