mose ho maoatle:
Lipapali li ile tsa tsoela pele, thepa ea mabothobotho e ile ea khutla joalokaha ho ne ho reriloe. Liaparo tsa morao-rao tse ngata tsa mose ho maoatle li lokolotse kotara ea morao-rao le pono ea selemo kaofela, ho phahama ha theko ea lichelete mose ho maoatle tlas'a semelo sa 'maraka oa tlhahisoleseling naheng ea China, re fumana hore brand ea lipapali tsa profeshenale, lihlahisoa tsa mabothobotho li ntse li na le ts'ebetso e ikhethang, li bonts'a tšusumetso ea inflation ho bohareng le holimo. batho ba kenang chelete ba reka matla a fokotsehile, ts'ebetso ea setsebi e kang lieta tse mathang, ts'ebetso ea letoto la yoga e tsoetse pele haholo, mokhoa oa ho tsamaisa liaparo tsa lipapali o netefalitsoe, Thuso ea ho hlaolela lieta tse mathang, lieta tsa basketball le likarolo tse ling tsa litsebi tsa lihlahisoa tsa malapeng Li Ning, XTEP tshebetso ho chelete e eketsehileng. Ka lehlakoreng le leng, lihlahisoa tse ling li bile tlas'a khatello ho tloha qetellong ea phaello ka lebaka la ho hula ha thepa ea thepa. Khaello ena ea khaello ea phepelo e thusa ho bokellana ha liodara tsa brand ho baetapele ba lihlahisoa ba nang le matla a phahameng a phano le ketane ea phepelo e tsitsitseng. Ka lebitso,
1) lululemonQ2 e ntse e fihlela kholo ea 29% ea selemo le selemo (30% 'marakeng oa Chaena) tlasa inflation le seoa sena,' me theolelo e ntse e fihlela keketseho e nyane haufinyane;
2) Lithekiso tsa Asics li eketsehile ka 7.4% halofo ea pele ea selemo, tseo lieta tse sebetsang hantle li ileng tsa eketseha ka 13.5% ka katleho ho khanna kholo ea kakaretso.
Ho latela data e nyane:
Ka Phato, ts'ebetso ea karolo e 'ngoe le e' ngoe e ile ea aroloa, 'me kholo ea kantle e ne e khanya.
1) Letšoao la lipapali: theko ea thekiso ea Disant tlas'a Anta Group e eketsehile ka 37%, 'me theko e tloaelehileng e fihlile ho li-yuan tse 1016 (+20%), e leng se bontšang ho phahama ho hoholo ha matla a matla a brand; Taba ea bobeli, thekiso le thekiso ea brand ea mantlha ea XTEP e eketsehile ka 21.5%/19% ka ho latellana, ka kholo ea molumo e tlatsetsang matla a maholo a ho khanna; Litheko tsa Li Ning li ile tsa phahama hanyane ka morao ho keketseho e ntle ea theko ea 7.5%.
2) Liaparo tsa Brand: Biyinlefen e ile ea boloka ketapele ka sekhahla sa kholo ea 17.5%, e lateloa ke keketseho e nyane ea liaparo tsa bana tsa Taiping Bird, athe mefuta e meng kaofela e ile ea hana ho ea ka likhato tse fapaneng.
3) Kantle / maeto: Nakong ea maeto a lehlabula, theko ea Samsonite / karolelano ea theko e eketsehile ka 20.6% / 14.2% ka ho latellana, ha thekiso / thekiso ea brand ea ka ntle ea Mu Gaodi e eketsehile ka 126.5% / 80.6% ka ho latellana, ho tsoela pele ka kholo e potlakileng e fetileng. .
Keletso ea matsete
Lehlakoreng la liaparo tsa brand, ho kgothaletswa ho ela hloko Li Ning, e nang le matla a ka sehloohong a matla, e lebeletsoe hore e etelle pele ho hlaphoheloa ka mor'a lefu la seoa, 'me theko ea hona joale e tlaase historing. Qetellong ea tlhahiso ea masela, ho khothaletsoa ho ela hloko sehlopha sa Huali, se nang le melemo e mengata ea bareki le moralo o hlakileng oa katoloso ea bokhoni, le sehlopha sa Jiansheng, se nang le ts'ebetso e kholo ea bareki le ho feta ts'ebetso e lebelletsoeng. Ntle le moo, molemong oa ho hlaphoheloa ha tšebeliso le maeto kamora seoa sena, ho khothaletsoa ho ela hloko Samsonite, moetapele ea sa sebetseng naheng ea China, eo ts'ebetso ea hae e ntlafetseng kotara ka kotara mme a ruile molemo o moholo ho hlaphoheloeng ha maemo a tsoang kantle ho naha. leetong.
Ho latela lintlha le phatlalatso
Tlhahlobo ea 'maraka: Bekeng e fetileng (Loetse 5, 2022 -- Loetse 9, 2022) Shanghai Composite Index, Shenzhen Component Index le CSI 300 li nyolohile ka 2.37%, 1.50% le 1.74% ka ho latellana. Lekala la masela le liaparo le nyolohile ka 0.71%, moo lekala la masela le theohileng ka 0.55% mme lekala la liaparo le nyolohile ka 1.57%.
Theko ea thepa e tala: 328 grade k'hothone letheba 15769 yuan/ton (-0.18%, beke le beke ho phahama kapa ho oa); Cotton CotlookA122.4 cents/lb (0.66%); Phapang ea theko lipakeng tsa k'hothone ea kahare le kantle ke -4946 yuan/ton (-4.10%).
Litaba tsa indasteri:
1) Tod's Group e tsoetse pele ho fumana phaello halofong ea pele ea lichelete tsa 2022, 'me thekiso e nyolohile ka 17.4% selemo le selemo, e feta tebello;
2) Khoebo ea halofo ea pele ea Ferragamo e ile ea phahama 20.3% YOY, e otla litebello, empa Chaena e ile ea lieha;
3) Li Ning o tla bula lebenkele la mabenkele Hong Kong le rente ea selemo e ka bang HK $24m; 4) Lululemon e phatlalatsa tlaleho ea lichelete tsa 2022 Q2: Chaena e rekisa 30%.
Nako ea poso: Sep-23-2022