Mhiri kwemakungwa
Kuwedzera kwemitambo kwakaenderera mberi, zvinhu zveumbozha zvakadzoserwa sezvakarongwa. Zvichangoburwa zvipfeko zvekunze zvekunze zvakaburitswa kota yazvino uye maonero egore rakazara, mhiri kwemakungwa superposition yekukwira kwemitengo pasi pemusika weruzivo muChina, tinoona kuti mhando yemitambo yehunyanzvi, mhando dzemhando yepamusoro dzichiri kuita zvakanaka, dzinoratidza inflation pesvedzero pakati nepamusoro. mari yekutenga vanhu simba ishoma, basa rehunyanzvi rakadai sekumhanya shangu, yoga yakateedzana kuita kwakanyanya, mitambo yebasa rekutarisa maitiro inosimbiswa, Kubatsira kurima shangu dzekumhanya, basketball shangu. uye mamwe mabasa ehunyanzvi emhando dzepamba Li Ning, XTEP mashandiro ekuwedzera mari. Kune rimwe divi, mamwe mabhureki anga ari pasi pekumanikidzwa kubva kumagumo epurofiti nekuda kwekukwevera kweiyo ketani yekugovera. Iyi denderedzwa yekushomeka kwekushomeka kweketani inokonzeresa kuwanda kwema brand maodha kune vatungamiriri vekugadzira vane yakasarudzika simba rekutumira uye yakagadzikana yekugovera cheni. By brand,
1) lululemonQ2 ichiri kuwana 29% gore-pa-gore kukura (30% mumusika weChinese) pasi pekukwira kwemitengo uye denda, uye mutero wacho uchiri kuwedzera zvishoma nguva pfupi yadarika;
2) Asics kutengesa kwakawedzera ne7.4% muhafu yekutanga yegore, pakati peiyo inoshanda shangu dzekushanda dzakawedzera ne13.5% zvinobudirira kutyaira kukura kwese.
Tmall data tracking:
MunaAugust, kushanda kwechikamu chimwe nechimwe kwakaparadzaniswa, uye kukura kwekunze kwakajeka.
1) Chiratidziro chemitambo: huwandu hwekutengesa hweDisant pasi peAnta Group hwakawedzera ne37%, uye avhareji mutengo wakasvika 1016 yuan (+ 20%), zvichiratidza kukwira kwakakosha kwesimba rinogona kuita brand; Kechipiri, XTEP's main brand sales/sales yakawedzera ne21.5%/19% zvakateerana, nekukura kwevhoriyamu kunopa kune chikuru kutyaira simba; Kutengeswa kwaLi Ning kwakakwira zvishoma kumashure kweavhareji yakanaka yekuwedzera mutengo we7.5%.
2) Zvipfeko zveBrand: Biyinlefen yakachengetedza hutungamiri nehuwandu hwekukura kwe17.5%, ichiteverwa nekuwedzera kuduku kwezvipfeko zvevana zveTaiping Bird, asi mamwe mabhii ose akaramba kusvika kune zvakasiyana-siyana.
3) Kunze / kufamba: Mumwaka wekufamba kwezhizha, kutengesa kwaSamsonite / avhareji mutengo wakawedzera ne20.6% / 14.2% zvakateerana, nepo kutengesa / kutengesa kwekunze brand Mu Gaodi kwakawedzera ne126.5% / 80.6% zvichiteerana, ichienderera mberi nekukura nekukurumidza. .
Investment mazano
Padivi pezvipfeko zvechiratidzo, zvinokurudzirwa kutarisisa kuna Li Ning, iyo ine inotungamira brand inogona simba, inotarisirwa kutungamira mukupora mushure medenda, uye kukosha kwazvino kuri kuderera kwenhoroondo. Pakupera kwekugadzira machira, zvinokurudzirwa kutarisisa kuHuali Group, ine zvakakosha mutengi zvakanakira uye yakajeka yekutevera-yekuwedzera hurongwa hwekuwedzera, uye Jiansheng Boka, iyo ine yakakosha musono optimization yevatengi uye yakapfuura yaitarisirwa kuita. Uye zvakare, mumamiriro ekudzoreredza kwekushandisa uye kufamba mushure medenda, zvinokurudzirwa kuterera kuna Samsonite, mutungamiri asina basa muChina, ane mashandiro ake akavandudza chikamu nekota uye akabatsirwa zvakanyanya kubva mukudzoreredzwa kwekunze. travel.
Data uye chiziviso kutevera
Ongororo yemusika: Svondo rapfuura (Gunyana 5, 2022 -- Gunyana 9, 2022) iyo Shanghai Composite Index, Shenzhen Component Index uye CSI 300 yakakwira 2.37%, 1.50% uye 1.74% zvichiteerana. Bazi remachira nembatya rakakwira ne0.71%, pakati peiyo chikamu chemicheka chakadonha ne0.55% uye chikamu chembatya chakakwira 1.57%.
Raw zvinhu mutengo: 328 giredhi donje nzvimbo 15769 yuan/tani (-0.18%, vhiki kusimuka kana kudonha); Cotton CotlookA122.4 cents/lb (0.66%); Musiyano wemutengo pakati pekotoni yemukati neyekunze ndeye -4946 yuan/ton (-4.10%).
Nhau dzeindasitiri:
1) Tod's Group yakasvetukira kune purofiti muhafu yekutanga yemari 2022, nekutengesa kwakakwira 17.4% gore-negore, ichipfuura zvinotarisirwa;
2) Ferragamo yehafu yekutanga yekutengesa yakasimuka 20.3% YOY, ichirova zvinotarisirwa, asi China yakanonoka;
3) Li Ning achavhura chitoro chemureza muHong Kong nerendi yepagore inosvika HK $24m; 4) Lululemon inozivisa fiscal 2022 Q2 mushumo: China inotengesa kusvika 30%.
Nguva yekutumira: Sep-23-2022