Dibadda:
Kor u kaca ciyaaraha ayaa sii socday, badeecooyinka raaxada ayaa dib loo helay sidii loo qorsheeyay. Calaamadaha dharka dhowrka ah ee dhowaan la sii daayay rubuci ugu dambeeyay iyo rajada sanadka oo dhan, superposition dibadda ee sicir-bararka hoos yimaada asalka suuqa macluumaadka ee Shiinaha, waxaan ogaanay in astaanta isboortiga ee xirfadlayaasha ah, noocyada raaxada ay weli leeyihiin waxqabad heer sare ah, waxay ka tarjumayaan saameynta sicir bararka ee dhexe iyo sare. Dadka dakhliga soo gala awoodda wax iibsiga waa xadidan tahay, shaqada xirfadeed sida kabaha orodka, waxqabadka taxanaha yoga waa mid aad u fiican, qaabka jiheynta shaqada dharka isboortiga waa la xaqiijiyay, Caawinta kobcinta kabaha orodka, kabaha kubbadda kolayga iyo xirfadlayaasha kale beeraha summadaha gudaha Li Ning, waxqabadka XTEP ilaa lacag caddaan ah oo dheeraad ah. Dhanka kale, qaar ka mid ah noocyada ayaa cadaadis kala kulmayay dhamaadka faa'iidada sababtoo ah jiidashada silsiladda sahayda. Wareeggan oo ah yaraanta silsiladda sahayda ayaa wax tar u leh in la ururiyo amarada summada ee hoggaamiyeyaasha wax soo saarka leh oo leh awood gaar ah iyo silsilad sahayda deggan. Astaan ahaan,
1) lululemonQ2 ayaa wali gaadhaysa 29% kobac sanad kasta ah (30% suuqa Shiinaha) marka loo eego sicir-bararka iyo masiibada, sicir-dhimista ayaa wali gaadhay koror yar dhawaanahan;
2) Iibka Asics wuxuu kordhay 7.4% qeybtii hore ee sanadka, kuwaas oo kabaha ordaya ee shaqeynaya ay kordheen 13.5% si wax ku ool ah u wadaan koritaanka guud.
Dabagalka xogta Tmall:
Bishii Agoosto, waxqabadka qayb kasta ayaa la kala soocay, kobaca dibadda ayaa ahaa mid dhalaalaya.
1) Astaanta ciyaaraha: mugga iibka Disant ee hoos yimaada kooxda Anta wuxuu kordhay 37%, celceliska qiimaha wuxuu gaadhay 1016 yuan (+20%), taas oo muujinaysa isbeddel weyn oo kor u kaca ah ee tamarta suurtagalka ah ee sumadda; Marka labaad, iibka/iibka summada ugu weyn ee XTEP waxa uu kordhay 21.5%/19% siday u kala horreeyaan, iyada oo kobaca mugga uu gacan ka geysanayo xoogga waditaanka; Iibka Li Ning waxyar ayuu kor u kacay xagga dambe ee celceliska qiimaha wanaagsan ee kordhay 7.5%.
2) Dharka caanka ah: Biyinlefen ayaa hogaanka ku haysay kobac dhan 17.5%, waxaana ku xigtay in yar oo kor u kac ah oo ku yimid dharka carruurta ee ay leedahay Taiping Bird, halka noocyada kale ay dhamaantood hoos u dhaceen heerar kala duwan.
3) Banaanka/safarka: Xiliga safarka ee xagaaga, celceliska qiimaha iibka/qiimaha Samsonite waxa uu kordhay 20.6%/14.2% siday u kala horreeyaan, halka iibka/iibka summada bannaanka ee Mu Gaodi uu kordhay 126.5%/80.6%, siday u kala horreeyaan .
talada maalgashiga
Dhinaca dharka ee astaanta, waxaa la soo jeediyay in fiiro gaar ah loo yeesho Li Ning, oo leh tamar suurtagal ah oo calaamad ah, ayaa la filayaa in ay hoggaanka u qabato soo kabashada ka dib faafitaanka, iyo qiimeynta hadda jirta ayaa ah mid taariikhi ah. Dhamaadka wax soo saarka dharka, waxaa la soo jeediyay in fiiro gaar ah u leh kooxda Huali, oo leh faa'iidooyin macaamiil oo muhiim ah iyo qorshe balaadhinta awoodda dabagalka cad, iyo Jiansheng Group, oo leh hagaajinta macaamiisha oo aan kala go 'lahayn oo dhaaftay waxqabadka la filayo. Intaa waxaa dheer, marka la eego xaaladda soo kabashada isticmaalka iyo safarka ka dib masiibada, waxaa lagu talinayaa in fiiro gaar ah loo yeesho Samsonite, oo ah hoggaamiye canshuur la'aan ah ee Shiinaha, kaas oo waxqabadkiisu kor u kacay rubuc-rubuc oo uu si weyn uga faa'iidaystay dib u soo kabashada dibadda. safar.
Xogta iyo dabagalka ogeysiiska
Dib u eegista suuqa: Usbuucii hore (Sebtembar 5, 2022 -- Sebtember 9, 2022) Tusmada Isku-dhafka Shanghai, Shenzhen Index Index iyo CSI 300 ayaa kor u kacay 2.37%, 1.50% iyo 1.74% siday u kala horreeyaan. Dharka iyo dharka ayaa kor u kacay 0.71%, kuwaas oo qaybta duntu ay hoos u dhacday 0.55% iyo qaybta dharka ayaa kor u kacday 1.57%.
Qiimaha alaabta ceeriin: 328 booska suufka darajada 15769 yuan/ton (-0.18%, kor u kaca ama dhicista toddobaadlaha); Cotton CotlookA122.4 senti/lb (0.66%); Farqiga qiimaha u dhexeeya suufka gudaha iyo dibadda waa -4946 yuan/ton (-4.10%).
Wararka warshadaha:
1) Kooxda Tod's waxay u rogtay faa'iido qaybta hore ee xisaabaadka 2022, iyada oo iibku kor u kacay 17.4% sanad-sannadka, garaacday filashooyinka;
2) Iibka Ferragamo ee qaybta hore wuxuu kor u kacay 20.3% YOY, garaacday filashooyinka, laakiin Shiinaha ayaa hoos u dhacay;
3) Li Ning waxa uu Hong Kong ka furi doonaa dukaan caan ah oo leh kirada sanadlaha ah oo dhan HK $24m; 4) Lululemon wuxuu ku dhawaaqay miisaaniyada 2022 ee warbixinta Q2: Shiinaha iibka 30%.
Waqtiga boostada: Seb-23-2022