Phesheya kwezilwandle:
I-Sports Boom iyaqhubeka, izimpahla zikanokusho ezitholakele njengoba kuhlelelwe. Umkhiqizo wakamuva wezingubo zangaphesheya kwezilwandle ukhiphe ikota yakamuva kanye ne-Outlook yonyaka ogcwele, i-forseas suppoposition ngaphansi kwesizinda semininingwane, umsebenzi wokusebenzisa imali ephakeme, usiza ekuhlanyeni kahle izicathulo, izicathulo ze-basketball kanye nezinye izinkambu ezisebenzayo ze Brands ezifuywayo Lininining, sebenza ngokuqhubekayo imali. Ngakolunye uhlangothi, ezinye izinhlobo zemikhiqizo bezilokhu zicindezelwe ekupheleni kwenzuzo ngenxa yokuhudula kwethempeli. Lo mjikelezo wokushoda kokuhlinzekwa kwe-Supply Chain ulungele ukufinyeleleka kwama-oda womkhiqizo ekwakheni abaholi ngamandla okulethwa avelele kanye nokuhlinzekwa kwezidingo. Ngomkhiqizo,
1) ILuleLemomoMQ2 isafinyelela ukukhula ngonyaka ka-29% ngonyaka (30% emakethe yaseChina) ngaphansi kwamanani kanye nobhubhane, kanti isaphulelo sisafinyelela ekwandeni okuncane muva nje;
2) Ukuthengiswa kwe-Asics kukhuphuke ngo-7.4% engxenyeni yokuqala yonyaka, phakathi kokusebenza kwezicathulo ezisebenzayo zanda ngo-13.5% ngokuphumelelayo ngokuthuthuka okuphelele.
I-Tmall Data Tracking:
Ngo-Agasti, ukusebenza kwengxenye ngayinye kwahlukaniswa, futhi ukukhula kwangaphandle kwakugqamile.
1) Umkhiqizo wezemidlalo: Ivolumu yokuthengisa yokufakelwa ngaphansi kwe-Anta Group inyuke ngamaphesenti angama-37, kanti intengo ephakathi ifinyelele ku-1016 yuan (20%), okukhombisa ukuthambekela okuphezulu kwamandla angaphezulu komhlaba; Okwesibili, ukuthengiswa komkhiqizo okuyinhloko kwe-XTTEP kukhuphuke ngo-21.5% / 19% ngokulandelana, ngokukhula kwevolumu kufaka isandla kumandla amakhulu okushayela; Ukuthengiswa kukaLi Ning kukhuphuke kancane ngemuva kokukhuphuka kwamanani aphakathi kwentengo ka-7.5%.
2) Izingubo zomkhiqizo
3) Outdoor / Travel: Esikhathini sokuhamba ehlobo, ukuthengiswa kukaSamson / isilinganiso kukhuphuke ngo-20.6% / 14.2% ngokulandelana, ngenkathi ukuthengisa / ukuthengiswa kwe-Outdoor Brand Mu Gaodi ngokulandelana, kuqhubeka nokukhula okusheshayo kwangaphambilini.
Iseluleko Sokutshalwa Kwezimali
Ohlangothini lwezingubo zomkhiqizo, kuphakanyiswa ukuthi unake i-LI NING, elinamandla okuhola amandla okuhola, kulindeleke ukuthi ahole ekubuyiselweni ngemuva kobhubhane, futhi inani lamanje liphansi lomlando, futhi inani lamanje liphansi lomlando, futhi inani lamanje liphansi lomlando, futhi ukulinganisa kwamanje kuphansi komlando, kanti ukulinganisa kwamanje kuphansi komlando, futhi ukulinganisa kwamanje kuphansi komlando, futhi ukulinganisa kwamanje kuphansi komlando, futhi ukulinganisa kwamanje kuphansi komlando. Ekukhiqizweni kwendwangu, kuphakanyiswa ukuthi unake iqembu le-Huali, elinobuhle obubalulekile wamakhasimende kanye nohlelo lokulandela amandla okulandela amandla, ne-Jiansheng Group, enokwenza kahle kwamakhasimende angenamthungo futhi kudlule ukusebenza okulindelekile. Ngaphezu kwalokho, ngokwesimo sokululama kokusetshenziswa nokuhamba ngemuva kobhubhane, kunconyelwa ukunaka uSamsonite, umholi ongenamisebenzi eChina, uzuze kakhulu ekubuyiselweni kokuhamba okuphumayo.
Idatha nokulandela umkhondo
Ukubuyekezwa Kwemakethe: Ngesonto eledlule (Septhemba 5, 2022 - Septhemba 9, 2022) Inkomba eyinhlanganisela yeShanghai, i-Shenzhen Content Index kanye ne-CSI 300 Rose ngokulandelana. Umkhakha we-Textile kanye Nezingubo uVelle u-0.71%, phakathi kwawo umkhakha wezindwangu uwa ngo-0.55% kanye nomkhakha wezingubo bakhule 1.57%.
Intengo Yezinto Ezibonakalayo: 328 Ibanga leCotton Spot 15769 Yuan / Ton (-0.18%, Rise masonto onke noma ukuwa); Ukotini cotloo122.4 amasenti / LB (0.66%); Umehluko wentengo phakathi kwekotoni yangaphakathi nangaphandle ngu-4946 yuan / ton (-4.10%).
Izindaba Zezimboni:
1) Iqembu likaTod livalele inzuzo engxenyeni yokuqala yezezimali 2022, ngokuthengisa up 17.4% unyaka nonyaka, eshaya okulindelwe;
2) Ukuthengiswa kwengxenye yokuqala ye-Ferragamo kukhule ngo-20.3% yoy, ukushaya okulindelwe, kepha iChina yanciphisa;
3) I-LI NING izovula isitolo se-Flagship eHong Kong ngentela yonyaka ye-HK $ 24M; 4) ILulelemon imemezela Umbiko wezezimali wezezimali ezingama-2022 Q2: I-China yathengisa 30%.
Isikhathi sePosi: Sep-23-2022