Ƙasashen Waje:
An ci gaba da haɓakar wasanni, an kwato kayan alatu kamar yadda aka tsara. Recent mahara kasashen waje tufafi iri fito da latest kwata da hangen zaman gaba ga cikakken shekara, kasashen waje superposition na hauhawar farashin kaya a karkashin bango na bayanai kasuwa a kasar Sin, mun gano cewa kwararrun wasanni iri, alatu brands har yanzu suna da fice yi, nuna hauhawar farashin kaya a kan tsakiya da kuma high. mutane masu samun kudin shiga suna sayen iko yana iyakance, aikin ƙwararru irin su takalma masu gudu, wasan kwaikwayo na yoga ya fi fice, aikin kayan wasan motsa jiki yana tabbatar da yanayin daidaitawa, Taimakawa noma takalma masu gudu, takalman kwando da sauran masu sana'a. filayen cikin gida brands Li Ning, XTEP yi don kara tsabar kudi. A gefe guda kuma, wasu nau'ikan suna fuskantar matsin lamba daga ƙarshen ribar da aka samu saboda ja da sarkar kayayyaki. Wannan zagaye na karancin sarkar samar da kayayyaki yana da amfani ga tattara umarni iri ga shugabannin masana'antu tare da ingantaccen ƙarfin isar da sarkar samar da kayayyaki. Ta alama,
1) LululemonQ2 har yanzu yana samun ci gaba da kashi 29% a kowace shekara (30% a kasuwannin kasar Sin) a karkashin hauhawar farashin kayayyaki da annoba, kuma har yanzu ragi na samun karuwa kadan kwanan nan;
2) tallace-tallace na Asics ya karu da 7.4% a farkon rabin shekara, daga cikinsu takalman gudu na aiki ya karu da 13.5% yadda ya kamata ya haifar da ci gaban gaba ɗaya.
Bibiyar bayanan Tmall:
A watan Agusta, aikin kowane sashi ya bambanta, kuma girma na waje ya kasance mai haske.
1) Alamar wasanni: yawan tallace-tallace na Disant a ƙarƙashin rukunin Anta ya karu da kashi 37%, kuma matsakaicin farashin ya kai yuan 1016 (+20%), wanda ke nuna haɓakar haɓakar haɓakar haɓakar ƙarfin alama; Abu na biyu, babban tallace-tallace / tallace-tallace na XTEP ya karu da 21.5% / 19% bi da bi, tare da girma girma yana ba da gudummawa ga babban ƙarfin motsa jiki; Kasuwancin Li Ning ya tashi kadan bayan wani matsakaicin farashi mai kyau ya karu da kashi 7.5%.
2) Tufafin sawa: Biyinlefen ya ci gaba da kasancewa jagora tare da haɓakar 17.5%, sannan kuma an sami ƙaruwa kaɗan a cikin tufafin yara mallakar Taiping Bird, yayin da sauran samfuran duk sun ƙi zuwa digiri daban-daban.
3) Waje/tafiya: A lokacin tafiye-tafiye na rani, farashin Samsonite / matsakaicin farashin ya karu da 20.6%/14.2% bi da bi, yayin da tallace-tallace / tallace-tallace na alamar waje Mu Gaodi ya karu da 126.5%/80.6% bi da bi, yana ci gaba da ci gaban saurin da ya gabata. .
Shawarar zuba jari
A bangaren tufafi na wannan alama, an ba da shawarar a mai da hankali ga Li Ning, wanda ke da karfin ikon yin amfani da alama, ana sa ran zai jagoranci farfadowa bayan barkewar cutar, kuma kimar da aka yi a halin yanzu tana da koma baya a tarihi. A ƙarshen masana'anta na masana'anta, ana ba da shawarar kula da rukunin Huali, wanda ke da fa'idodin abokin ciniki mai mahimmanci da kuma tsarin faɗaɗa ƙarfin bin diddigin, da Jiansheng Group, wanda ke da haɓaka haɓakar abokin ciniki mara kyau kuma ya wuce aikin da ake tsammani. Bugu da kari, dangane da farfadowar ci da tafiye-tafiye bayan barkewar cutar, ana ba da shawarar a mai da hankali ga Samsonite, shugabar da ba ta da haraji a kasar Sin, wanda aikinsa ya samu kwata kwata kwata, kuma ya samu fa'ida sosai daga farfadowar harkokin waje. tafiya.
Bayanan bayanai da bin diddigin sanarwa
Bita na Kasuwa: Makon da ya gabata (Satumba 5, 2022 -- Satumba 9, 2022) Index ɗin Haɗin Kan Shanghai, Index ɗin Kasuwa na Shenzhen da CSI 300 sun tashi da 2.37%, 1.50% da 1.74% bi da bi. Bangaren saka da tufafi ya karu da kashi 0.71%, daga cikinsu bangaren yadi ya fadi da kashi 0.55% sannan bangaren tufafi ya karu da kashi 1.57%.
Raw kayan farashin: 328 sa auduga tabo 15769 yuan / ton (-0.18%, tashi mako-mako ko faduwar); Cotton CotlookA122.4 cents/lb (0.66%); Bambancin farashin tsakanin auduga na ciki da na waje shine -4946 yuan/ton (-4.10%).
Labaran masana'antu:
1) Tod ta Group swung zuwa riba a farkon rabin kasafin kudi 2022, tare da tallace-tallace up 17.4% shekara-on-shekara, doke tsammanin;
2) Siyayyar rabin-farko na Ferragamo ya tashi 20.3% YOY, yana doke tsammanin, amma China ta ragu;
3) Li Ning zai bude kantin sayar da kayayyaki a Hong Kong tare da hayar kusan HK $ 24m a shekara; 4) Lululemon ya ba da sanarwar kasafin kudi na 2022 Q2 rahoton: Siyayyar China ya karu da kashi 30%.
Lokacin aikawa: Satumba-23-2022