Phesheya kwezilwandle:
Ukudlondlobala kwezemidlalo kwaqhubeka, izimpahla zikanokusho zabuya njengoba bekuhleliwe.Imikhiqizo yakamuva yezingubo zaphesheya kwezilwandle ikhiphe ikota yakamuva kanye nesimo sayo sonyaka ogcwele, ukukhuphuka kwamandla emali phesheya kwezilwandle ngaphansi kwesizinda semakethe yolwazi e-China, sithola ukuthi uhlobo lwezemidlalo olukhokhelwayo, izinhlobo zikanokusho zisenokusebenza okuvelele, zibonisa ithonya lokwehla kwamandla emali maphakathi nokuphezulu. amandla okuthenga abantu abaholayo anqunyelwe, umsebenzi wobungcweti onjengokugijima izicathulo, ukusebenza kochungechunge lwe-yoga kuvelele kakhulu, ukuthambekela kokusebenza kwezingubo zemidlalo kuyaqinisekiswa, Usizo lokuhlakulela izicathulo zokugijima, izicathulo ze-basketball kanye nezinye izinkambu zobungcweti zemikhiqizo yasekhaya i-Li Ning, ukusebenza kwe-XTEP enye imali.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) Ibhrendi yezemidlalo: ivolumu yokuthengisa ye-Disant ngaphansi kwe-Anta Group ikhuphuke ngo-37%, futhi inani lentengo lifinyelele ku-1016 yuan (+20%), okubonisa ukuthambekela okuphezulu okubalulekile 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) Ngaphandle/ukuvakasha: Ngesizini yokuvakasha yasehlobo, ukuthengisa/intengo emaphakathi ye-Samsonite yenyuke ngo-20.6%/14.2% ngokulandelana, kuyilapho ukuthengiswa/ukuthengiswa komkhiqizo wangaphandle i-Mu Gaodi kukhuphuke ngo-126.5%/80.6% ngokulandelanayo, kuqhubeke 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, esimweni sokululama kokusetshenziswa nokuhamba ngemuva kwalolu bhubhane, kunconywa ukuthi kunake uSamsonite, umholi ongenamsebenzi e-China, okusebenza kwakhe kuthuthuke ikota ngekota futhi ozuze kakhulu ekululameni kokuphuma kwamanye amazwe. ukuhamba.
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% kanye 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