Mhiri kwemakungwa:
Mitambo Boom Yakaenderera, zvinhu zvepamoyo zvakadzoserwa sekurongwa. Ichangopfuura madzishe ekunze mamwe minda yehunyanzvi yemhando yemhando yepamusoro li ning, XTEP kushanda kune imwezve mari. Kune rimwe divi, mamwe mabresi ari pasi pekumanikidzwa kubva pamubhadharo wekupedzisira nekuda kwedhiramu remaketeni ekupa. Kutenderera uku kwekutengesa keteni kunoenderana nekunyorwa kwesimbe yemirairo yemhando yekugadzira vatungamiriri vane simba rekutumira uye rakagadzikana rekutakura tambo. Nemhando,
1) Lululemonq2 ichiri kuwana kukura kwemakore 29% yekukura-kwegore neyekupedzisira (30% mumusika weChinese) pasi peFoclation uye Panemic, uye iyo Discount ichiri kuzadza zvishoma nguva pfupi yadarika;
2) Asics kutengeswa kwakawedzera ne7,4 muhafu yekutanga yegore, pakati peiyo inoshanda yekumhanya shangu yakawedzera ne 13.5% zvinobudirira kutyaira kukura kwakazara.
Tmall data yekutevera:
Muna Nyamavhuvhu, kuita kwechikamu chimwe nechimwe kwakasimbiswa, uye kukura kwekunze kwaive kwakajeka.
1) Sports Brand: Iyo Yekutengesa Vhoriyamu Yekurasa Boka Rakawedzera ne37%, uye mutengo wepakati kusvika pa1116 Yuan (+ 20%), zvichiratidza maitiro akakosha ekutsvaira ane simba rinogona kuitika. Kechipiri, XTEP's Main Brand Kutengesa / Kutengesa Kunowedzera ne21,5% / 19% Zvinotenderana, neVhoriyamu kukura Kukura Kunobatsira kune Iyo huru yekutyaira. Kutengesa kwaLi Ning kwakasimuka zvishoma kumashure kweiyo yakanaka yepakati mutengo wekuwedzera kwe7,5%.
2) Brand Clothing: BiYinlefen akachengeta kutungamira neyekukura kwegumi nemana ekukura kwemavara ezvipfeko zvevana muzvipfeko zvevana
3) Kunze / Kufamba: Mumwaka wezhizha wekufambisa / wepakati mutengo wakawedzera ne20.6% / 14,2%
Kuraira kwekudyara
Padivi rekupfeka remhando yacho, zvinokurudzirwa kuti vateerere kune Li Ning, iyo ine inotungamira mhando inogona kuve simba, inotarisirwa kutungamira mushure medenderedzwa, uye kukosha kwazvino kuri pane imwe nhoroondo. Kumagumo wezvemusoro wekugadzira. Mukuwedzera, mucherechedzo wekupora kwekushandisa uye kufamba mushure mekunge denda, zvinokurudzirwa kutarisisa kuna Samsoni, basa risina basa uye rakanyatsobatsirwa nekupora kwekufamba kwekufamba kwekunze.
Data uye kuzivisa kuteedzera
Ongorora Iyo yekunyora uye yechipfeko sekoti Rose
Raw Recent Mutengo: 328 Giredhi Cotton Spot 15769 Yuan / ton (-0.18%, Svondo Simuka kana kudonha); Cotton Cotlooka122.4 Masenti / LB (0.66%); Mutengo mutsipa pakati pemukati uye wekunze machira ari -4946 yuan / ton (-4.10%).
Indasitiri Nhau:
1) Boka raTod rakacheneswa purofiti muhafu yekutanga yeFirizari 2022, nekutengesa kumusoro 17.4% gore rimwe nerimwe-gore, kurova zvinotarisirwa;
2) Ferragamo's yekutanga-yehafu yekutengesa Rose 20.3% YOY, kurova zvinotarisirwa, asi China yakanonoka;
3) Li Ning ichavhura chitoro chemhenderekedzo muHong Kong negore rendi yezve hk $ 24m; 4) Lululemon inozivisa Fiscal 2022 Q2 Chirevo: China inotengesa kumusoro 30%.
Kutumira Nguva: Sep-23-2022