Phesheya kwezilwandle:
Ukudlondlobala kwezemidlalo kwaqhubeka, izimpahla zikanokusho zabuya njengoba bekuhleliwe. Imikhiqizo yakamuva yezingubo zaphesheya kwezilwandle ikhiphe ikota yakamuva kanye nombono wonyaka ogcwele, ukukhuphuka kwamandla emali phesheya kwezilwandle ngaphansi kwesizinda semakethe yolwazi e-China, sithola ukuthi uhlobo lwezemidlalo olusezingeni eliphezulu, izinhlobo zikanokusho zisenokusebenza okuvelele, zibonisa ithonya lokukhuphuka kwamanani emali kubantu abahola imali ephakathi nendawo ephezulu amandla okuthenga anqunyelwe, umsebenzi wobungcweti onjengezicathulo zokugijima, ukusebenza kochungechunge lwe-yoga kuvelele kakhulu, ukugijima kwezicathulo zezemidlalo kuwumsebenzi oqinile, izicathulo ze-basketball zisebenza ngokuzikhandla. kanye neminye imikhakha yobungcweti yemikhiqizo yasekhaya i-Li Ning, ukusebenza kwe-XTEP ukuze kuqhutshekwe nemali. Ngakolunye uhlangothi, amanye amabhrendi abe ngaphansi kwengcindezi evela ekupheleni kwenzuzo ngenxa yokudonsa kochungechunge lokunikezela. Lo mzuliswano wokushoda kwe-supply chain usiza ekugxiliseni kwama-oda emikhiqizo kubaholi bezokukhiqiza abanamandla amakhulu okulethwa kwezidingo kanye nochungechunge lokuhlinzeka oluzinzile. Ngomkhiqizo,
I-1) i-lululemonQ2 isafinyelela ukukhula okungu-29% unyaka nonyaka (30% emakethe yaseShayina) ngaphansi kokwehla kwamandla emali kanye nobhubhane, futhi isaphulelo sisafinyelela ukwanda okuncane muva nje;
I-2) Ukuthengiswa kwe-Asics kukhuphuke ngo-7.4% engxenyeni yokuqala yonyaka, phakathi kwazo izicathulo zokugijima ezisebenzayo zenyuka ngo-13.5% ngokuphumelelayo eziqhuba ukukhula okuphelele.
Ukulandelela idatha encane:
Ngo-Agasti, ukusebenza kwesigaba ngasinye kwahlukaniswa, futhi ukukhula kwangaphandle kwakugqamile.
1) Uphawu lwezemidlalo: ivolumu yokuthengisa ye-Disant ngaphansi kwe-Anta Group ikhuphuke ngo-37%, futhi inani lentengo lifinyelele ku-1016 yuan (+20%), okubonisa ukuthambekela okuphawulekayo okukhuphukayo kwamandla omkhiqizo; Okwesibili, ukuthengiswa/ukuthengiswa kwebhrendi eyinhloko ye-XTEP kukhuphuke ngo-21.5%/19% ngokulandelana, nokukhula kwevolumu okunomthelela omkhulu; Ukuthengisa kuka-Li Ning kukhuphuke kancane ngemuva kokukhuphuka kwentengo okuhle ngo-7.5%.
I-2) Izingubo zomkhiqizo: I-Biyinlefen igcine ukuhola ngezinga lokukhula elingu-17.5%, okulandelwa ukwenyuka okuncane kwezingubo zezingane eziphethwe yi-Taiping Bird, kuyilapho ezinye izinhlobo zonke zenqabile ngamazinga ahlukahlukene.
3) Ukuvakasha kwangaphandle/ukuvakasha: Esikhathini sokuvakasha sasehlobo, ukuthengisa/intengo emaphakathi ye-Samsonite yenyuke ngo-20.6%/14.2% ngokulandelanayo, kuyilapho ukuthengiswa/ukuthengiswa komkhiqizo wangaphandle i-Mu Gaodi kukhuphuke ngo-126.5%/80.6% ngokulandelanayo, okuqhubeka nokukhula okusheshayo kwangaphambilini.
Iseluleko sokutshala izimali
Ohlangothini lwezingubo zomkhiqizo, kuphakanyiswa ukuthi unake i-Li Ning, enamandla omkhiqizo ohamba phambili, kulindeleke ukuthi ihole ekululameni ngemuva kwalolu bhubhane, futhi ukulinganisa kwamanje kusezingeni eliphansi elingokomlando. Ekupheleni kokukhiqizwa kwendwangu, kuphakanyiswa ukuthi kunake i-Huali Group, enezinzuzo ezibalulekile zamakhasimende kanye nohlelo olucacile lokulandelela umthamo wokulandelela, kanye neQembu le-Jiansheng, elinomsebenzi omuhle wamakhasimende ongenamkhawulo futhi leqe ukusebenza okulindelekile. Ngaphezu kwalokho, esimeni sokutholwa kokusetshenziswa nokuhamba ngemuva kwalolu bhubhane, kunconyelwa ukuthi kunake uSamsonite, umholi ongenamsebenzi eChina, okusebenza kwakhe kuthuthuke ikota ngekota futhi ozuze kakhulu ekubuyiselweni kohambo oluphumayo.
Ukulandelela idatha nesimemezelo
Ukubuyekezwa kwemakethe: Ngesonto eledlule (Septhemba 5, 2022 -- Septhemba 9, 2022) i-Shanghai Composite Index, Shenzhen Component Index kanye ne-CSI 300 ikhuphuke ngo-2.37%, 1.50% no-1.74% ngokulandelanayo. Umkhakha wendwangu nezingubo ukhuphuke ngo-0.71%, phakathi kwawo umkhakha wendwangu wehle ngo-0.55% kwathi umkhakha wezingubo ukhuphuke ngo-1.57%.
Intengo yezinto ezingavuthiwe: 328 grade ukotini spot 15769 yuan/ton (-0.18%, ukuphakama kwamasonto onke noma ukuwa); Ikotishi likakotiniA122.4 amasenti/lb (0.66%); Umehluko wentengo phakathi kukakotini wangaphakathi nowangaphandle ngu-4946 yuan/ton (-4.10%).
Izindaba zemboni:
1) I-Tod's Group iguqukele enzuzweni engxenyeni yokuqala yezimali zika-2022, ngokuthengiswa okukhuphuke ngo-17.4% unyaka nonyaka, okudlula okulindelekile;
I-2) Ukuthengiswa kwengxenye yokuqala ye-Ferragamo kukhuphuke ngo-20.3% YOY, edlula okulindelekile, kodwa i-China yanciphisa;
3) U-Li Ning uzovula isitolo se-flagship e-Hong Kong esinerenti yonyaka engaba ngu-HK $24m; 4) ULululemon umemezela umbiko wezimali we-2022 Q2: I-China ithengisa ngama-30%.
Isikhathi sokuthumela: Sep-23-2022