Phesheya:
I-boom ye-boom iqhubekile, iimpahla ezithethwano zifunyenwe njengoko bekucwangcisiwe. Ingubo yangasemva impahla yokuthengisa ephesheya ikhuphe ikota yamva nje kunye nembono yonyaka opheleleyo, ukutyhubela ukunyuka kwamaxabiso e-China, kubonisa ukuba ifuthe lemidlalo eliphakathi, libonisa ukuba izicathulo zezemidlalo eziphezulu, zisenezicathulo zokunyuka kwezemidlalo, zinceda ukuhlalisa izicathulo zekhaya I-Brands Li Ning, intsebenzo ye-xtep yokuqhubela phambili kwemali. Kwelinye icala, ezinye iimpawu ziphantsi kwengcinezelo evela kwinzuzo yokuphela ngenxa yokusela i-chain yonikezo. Lo mjikelo wokunqongophala kwentambo zoncedo ulungele ukugxila kwezi-odolo ze-brand ukwenza iinkokheli ezinamandla angekagunyaziswanga. Ngophawu,
I-1) I-Lululemonq2 isayekisa ukukhula kweminyaka engama-29% (i-30% kwimarike yaseTshayina) phantsi kokunyuka kwamaxabiso kunye nesaphulelo, kunye nesaphulelo esinokufezekisa ukwanda okuncinci kutshanje;
2) I-ASICS inyuke nge-7.4% kwisiqingatha sokuqala sonyaka, phakathi kwezikhalazo ezisebenzayo zinyuke ngo-13.5% ukuqhuba ngokukhula ngokupheleleyo.
I-TMAL Tracking yeDatha:
Ngo-Agasti, intsebenzo yecandelo ngalinye lahluthwe, kwaye ukukhula kwangaphandle kwakukhanya.
1) I-Sports Brand: Umthamo wentengiso wontamo weqela le-Antathu lonyuke nge-37%, kwaye ixabiso lexabiso elifikelelweyo kwi-1016 yuan (+ 20%), ebonisa imeko ebalulekileyo yophawu; Okwesibini, ukuthengisa kwe-XTEP's Brandy's Brand / Intengiso yenyuke nge-21,5% / 19% ngokwahlukeneyo, ngokukhula kwevolumu enegalelo kumandla okuqhuba aphambili; Intengiso ye-LI e-Ling inyuka kancinci ngasemva kwexabiso eliphakathi le-7.5%.
2) Ingubo ye-Brand: Biyinlefen igcinwe ikhokelwa ngamanqanaba okukhula kwe-17,5%, ilandelwa kukunyuka okuncinci kwempahla yabantwana yentaka, ngelixa ezinye iimpawu zinqabile ukwahluka-hlukeneyo.
3) I-ORDDOOR / ihambo: Ngexesha lokuhamba ihlobo, i-Sales's Theleks / Ixabiso le-20.6% / i-14.2% / intengiso ye-Mu Gaodi inyuke nge-126.5% / i-80.2% ngokwahlukeneyo.
Ingcebiso ngotyalo-mali
Kwicala lengubo yengubo, kucetyiswa ukuba unikele ingqalelo kwi-LI Ning, enamandla anokubakho, kulindeleke ukuba akhokele ekubuyisweni kwakhona emva kokuba ebhubhani, kwaye amaxabiso akhoyo akwimbali ephantsi. Kwimveliso yokuphelisa imephu, kucetyiswa ukuba unakekele kwiqela le-hinde, elinezibonelelo ezibalulekileyo zabathengi kunye nolwandiso olucacileyo lokulandela, kunye neqela elinenjiya elingenamthungo kwaye lingaphezulu kwentsebenzo. Ukongeza, kwimeko yokubuyiselwa kokusetyenziswa kunye nokuhamba emva kobhubhane, kuyacetyiswa ukuba unikele ingqalelo kwi-Samson, inkokeli engenamanzi e-China, eyona nto iphuculweyo iqatshelwe kwikota kwaye ingenelwa kakhulu ekubuyiseleni i-velogred.
Idatha kunye nokubhengezwa kokubhengezwa
Uphengululo lwentengiso: Kwiveki ephelileyo (ngoSeptemba 5, 2022 - Septemba 9, 2022) Index ye-Shanghai, i-Shenzhen Propolor kunye ne-Rose 2.37%, 1.74% kunye ne-1.74% ngokwahlukeneyo. ICandelo leNgxelo yeNgxelo iphakama i-0.71%, phakathi kwecandelo lezezile le-0.55% kunye necandelo lezaza zenza i-1.57%.
Ixabiso lezinto ezibonakalayo: I-328 iZiko leCotton 15769 yuan / ton (-0.18%, vuka veki, unyuka); I-cotton cotlooka122.4 iisenti / i-LB (0.66%); Umahluko wamaxabiso phakathi kwekotoni yangaphakathi nangaphandle ye-cotton -4946 Yuan / Ton (-4.10%).
Iindaba zeShishini:
1) Iqela likaTod laxung linzuzo kwisiqingatha sokuqala se-2022, kunye nokuthengisa i-177.4% ngonyaka-nyaka, ukubetha ulindelo;
2) I-ferragamo inesiqingatha sokuqala se-ferragamo's rose 20.3% ye-yoy, ukubetha ulindelo, kodwa i-China inyathelwe;
3) I-LI Ning iya kuvula ivenkile yeflegi eHong Kong ngerente yonyaka malunga ne-HK $ 24M; I-4) I-ULululemon ibhengeza iNgxelo ye-Imali ye-2022 Ingxelo: I-China ithengisa nge-30%.
IXESHA LOKUQALA: UPE-23 ukuya kwi-2022