Kwamanye amazwe:
Ukuchuma kwezemidlalo kuqhubekile, izimpahla zobukhazikhazi zibuyile njengoba bekuhleliwe. Muva nje, uhlobo lwezingubo zaphesheya kwezilwandle lukhiphe ikota yakamuva kanye nombono wonyaka wonke, ukukhushulwa kwamandla emali kwamanye amazwe ngaphansi kwesizinda semakethe yolwazi eShayina, sithola ukuthi uhlobo lwezemidlalo lochwepheshe, izinhlobo zobukhazikhazi zisasebenza kahle kakhulu, zibonisa ithonya lokwehla kwamandla emali kubantu abahola imali ephakathi nendawo nabaphezulu amandla okuthenga anqunyelwe, umsebenzi wobungcweti njengezicathulo zokugijima, ukusebenza kochungechunge lwe-yoga kuvelele kakhulu, ukuthambekela kokuqondisa umsebenzi wezemidlalo kuqinisekisiwe, Usizo lokukhulisa izicathulo zokugijima, izicathulo zebhasikidi kanye neminye imikhakha yobungcweti yemikhiqizo yasekhaya iLi Ning, ukusebenza kwe-XTEP ukuze uthole imali eyengeziwe. Ngakolunye uhlangothi, eminye imikhiqizo ibilokhu icindezelwa yinzuzo ngenxa yokudonswa kweketanga lokuhlinzeka. Lo mjikelezo wokuntuleka kweketanga lokuhlinzeka uvumela ukuqoqwa kwama-oda omkhiqizo kubaholi bokukhiqiza abanamandla okulethwa avelele kanye neketanga lokuhlinzeka elizinzile. Ngomkhiqizo,
1) i-lululemonQ2 isakhula ngo-29% unyaka nonyaka (30% emakethe yaseShayina) ngaphansi kokwehla kwamandla emali kanye nobhubhane, kanti isaphulelo sisakhula kancane muva nje;
2) Ukuthengiswa kwe-Asics kukhuphuke ngo-7.4% engxenyeni yokuqala yonyaka, phakathi kwalokho izicathulo zokugijima ezisebenzayo zikhuphuke ngo-13.5% okwaqhuba ngempumelelo ukukhula okuphelele.
Ukulandelela idatha ye-Tmall:
Ngo-Agasti, ukusebenza kwesigaba ngasinye kwahluka, futhi ukukhula kwangaphandle kwakugqamile.
1) Uhlobo lwezemidlalo: umthamo wokuthengisa we-Disant ngaphansi kwe-Anta Group ukhuphuke ngo-37%, kanti intengo emaphakathi ifinyelele ku-1016 yuan (+20%), okubonisa ukwenyuka okukhulu kwamandla angase abe khona kohlobo; Okwesibili, ukuthengiswa/ukuthengiswa kohlobo oluyinhloko lwe-XTEP kukhuphuke ngo-21.5%/19% ngokulandelana, kanti ukukhula komthamo kube negalelo ekuqhubeni phambili; ukuthengiswa kukaLi Ning kukhuphuke kancane ngemuva kokwenyuka okuhle kwentengo okumaphakathi okungu-7.5%.
2) Izingubo zomkhiqizo: I-Biyinlefen iqhubeke nokuhola ngesilinganiso sokukhula esingu-17.5%, kwalandela ukwanda okuncane kwezingubo zezingane eziphethwe yi-Taiping Bird, kanti ezinye izinhlobo zonke zehla ngamazinga ahlukahlukene.
3) Ukuhamba Kwangaphandle/Ukuhamba: Ngesikhathi sokuhamba sasehlobo, ukuthengisa/intengo emaphakathi kaSamsonite kukhuphuke ngo-20.6%/14.2% ngokulandelana, kuyilapho ukuthengisa/ukuthengisa komkhiqizo wangaphandle iMu Gaodi kukhuphuke ngo-126.5%/80.6% ngokulandelana, kuqhubeka nokukhula okusheshayo kwangaphambilini.
Iseluleko sokutshalwa kwezimali
Ngasohlangothini lwezingubo zalo mkhiqizo, kuphakanyiswa ukuthi kunakwe iLi Ning, enekhono lomkhiqizo elihamba phambili, kulindeleke ukuthi ihole ekululameni ngemva kobhubhane, futhi inani lamanje liphansi kakhulu emlandweni. Ekupheleni kokukhiqiza izindwangu, kuphakanyiswa ukuthi kunakwe iHuali Group, enenzuzo enkulu yamakhasimende kanye nohlelo olucacile lokukhulisa amandla okulandelela, kanye neJiansheng Group, enekhono elihle kakhulu lokuthuthukisa amakhasimende futhi idlule ukusebenza okulindelekile. Ngaphezu kwalokho, esimweni sokubuyiselwa kokusetshenziswa kanye nokuhamba ngemva kobhubhane, kunconywa ukuthi kunakwe iSamsonite, umholi ongenamthelo eShayina, okusebenza kwakhe kuthuthuke ikota ngekota futhi uzuze kakhulu ekubuyiselweni kokuhamba okuphumayo.
Ukulandelela idatha kanye nezimemezelo
Ukubuyekezwa Kwemakethe: Ngesonto eledlule (Septhemba 5, 2022 -- Septhemba 9, 2022) i-Shanghai Composite Index, i-Shenzhen Component Index kanye ne-CSI 300 zikhuphuke ngo-2.37%, 1.50% kanye no-1.74% ngokulandelana. Umkhakha wezindwangu kanye nezingubo ukhuphuke ngo-0.71%, phakathi kwawo umkhakha wezindwangu wehle ngo-0.55% kanti umkhakha wezingubo ukhuphuke ngo-1.57%.
Intengo yezinto ezingavuthiwe: Ibala likakotini eliyibanga elingu-328 15769 yuan/ton (-0.18%, ukwenyuka noma ukuwa kwamasonto onke); I-Cotlook CotlookA122.4 cents/lb (0.66%); Umehluko wentengo phakathi kukakotini wangaphakathi nowangaphandle ungu--4946 yuan/ton (-4.10%).
Izindaba zemboni:
1) Iqembu likaTod lathola inzuzo engxenyeni yokuqala yonyaka wezimali ka-2022, lapho ukuthengisa kukhuphuke ngo-17.4% unyaka nonyaka, kudlula okulindelwe;
2) Ukuthengiswa kweFerragamo engxenyeni yokuqala kukhuphuke ngo-20.3% YOY, kudlula okulindelwe, kodwa iShayina yehla;
3) ULi Ning uzovula isitolo esikhulu eHong Kong ngentela yonyaka engaba yi-HK $24m; 4) ULululemon umemezela umbiko wezimali we-2022 Q2: Ukuthengiswa kweShayina kukhuphuke ngo-30%.
Isikhathi sokuthunyelwe: Septhemba-23-2022