Cov neeg siv khoom lag luam tus nqi ntsuas ntawm Eurozone tau nce 2.9% xyoo-rau-xyoo nyob rau lub Kaum Hlis, nqis los ntawm 4.3% hauv lub Cuaj Hli thiab poob mus rau theem qis tshaj hauv ntau tshaj ob xyoos.Hauv lub quarter thib peb, GDP ntawm Eurozone poob qis los ntawm 0.1% lub hli nyob rau lub hli, thaum GDP ntawm European Union tau nce 0.1% nyob rau lub hli.Qhov tsis muaj zog loj tshaj plaws ntawm European kev lag luam yog lub teb chaws Yelemees, nws txoj kev lag luam loj tshaj plaws.Nyob rau hauv lub quarter thib peb, lub teb chaws Yelemees kev lag luam cov khoom lag luam poob qis los ntawm 0.1%, thiab nws cov GDP tsis tau loj hlob nyob rau hauv lub xyoo dhau los, qhia tau hais tias muaj peev xwm ntawm kev lag luam.
Khw muag khoom: Raws li Eurostat cov ntaub ntawv, cov khw muag khoom muag hauv Eurozone tau txo qis los ntawm 1.2% lub hli nyob rau lub Yim Hli, nrog rau cov khw muag khoom hauv online poob qis los ntawm 4.5%, chaw nres tsheb roj txo los ntawm 3%, zaub mov, dej haus thiab luam yeeb txo los ntawm 1.2%, thiab Cov khoom noj uas tsis yog zaub mov poob los ntawm 0.9%.Kev nce nqi siab tseem ua rau cov neeg siv khoom siv zog.
Ntshuam: Txij Lub Ib Hlis mus txog Lub Yim Hli, EU cov khaub ncaws ntshuam yog $ 64.58 nphom, ib xyoos ib zaug poob ntawm 11.3%.
Ntshuam los ntawm Tuam Tshoj mus txog 17.73 billion US dollars, ib xyoo-rau-xyoo poob ntawm 16.3%;Qhov kev faib ua feem yog 27.5%, ib xyoos ib zaug txo qis ntawm 1.6 feem pua cov ntsiab lus.
Ntshuam los ntawm Bangladesh mus txog 13.4 billion US dollars, ib xyoos ib zaug txo ntawm 13.6%;Qhov kev faib ua feem yog 20.8%, ib xyoos ib zaug txo qis ntawm 0.5 feem pua cov ntsiab lus.
Ntshuam los ntawm Türkiye mus txog US $ 7.43 billion, nqis 11.5% xyoo rau xyoo;Qhov kev faib ua feem yog 11.5%, tsis hloov pauv txhua xyoo.
Nyiv
Macro: Raws li kev tshawb fawb los ntawm Ministry of General Affairs ntawm Nyij Pooj, vim tias kev nce nyiaj nce ntxiv, cov nyiaj tau los ntawm cov tsev neeg ua haujlwm tau poob qis.Tom qab txiav tawm qhov cuam tshuam ntawm tus nqi, qhov tseeb ntawm tsev neeg noj hauv Nyij Pooj tau poob rau rau lub hlis sib law liag xyoo-rau-xyoo thaum Lub Yim Hli.Kev siv nyiaj nruab nrab ntawm cov tsev neeg uas muaj ob lossis ntau tus neeg nyob hauv Nyij Pooj thaum Lub Yim Hli yog kwv yees li 293200 yen, ib xyoos ib zaug poob ntawm 2.5%.Los ntawm qhov kev siv nyiaj tiag tiag, 7 ntawm 10 cov neeg siv khoom loj koom nrog hauv kev tshawb fawb tau ntsib kev siv nyiaj tsawg xyoo.Ntawm lawv, cov nuj nqis khoom noj tau poob qis xyoo-rau-xyoo rau 11 lub hlis sib law liag, uas yog qhov laj thawj tseem ceeb rau kev poob qis hauv kev noj.Daim ntawv ntsuam xyuas kuj tau qhia tias, tom qab txiav tawm qhov cuam tshuam ntawm tus nqi, cov nyiaj tau los nruab nrab ntawm ob lossis ntau dua cov tsev neeg ua haujlwm hauv Nyij Pooj tau txo qis los ntawm 6.9% xyoo-rau-xyoo hauv tib lub hlis.Cov kws tshaj lij ntseeg tias nws nyuaj rau kev cia siab tias yuav muaj kev nce ntxiv ntawm kev siv tiag tiag thaum cov nyiaj tau los ntawm cov tsev neeg tseem pheej poob qis.
Khw muag khoom: Txij Lub Ib Hlis mus txog Lub Yim Hli, Nyiv cov khoom lag luam textile thiab khaub ncaws muag muag tau nce 5.5 trillion yen, ib xyoos ib zaug nce ntawm 0.9% thiab txo qis ntawm 22.8% piv rau tib lub sijhawm ua ntej muaj kev sib kis.Thaum Lub Yim Hli, kev muag khoom ntawm textile thiab khaub ncaws hauv Nyij Pooj tau txog 591 billion yen, ib xyoos ib zaug nce ntawm 0.5%.
Ntshuam: Los ntawm Lub Ib Hlis Ntuj txog Lub Yim Hli, Nyiv cov khaub ncaws ntshuam tau txog 19.37 billion US dollars, ib xyoos ib zaug poob ntawm 3.2%.
Ntshuam los ntawm Tuam Tshoj ntawm 10 billion US dollars, ib xyoo-rau-xyoo txo ntawm 9.3%;Kev suav nyiaj rau 51.6%, ib xyoos ib zaug txo qis ntawm 3.5 feem pua cov ntsiab lus.
Ntshuam los ntawm Nyab Laj mus txog 3.17 billion US dollars, ib xyoos ib zaug nce 5.3%;Qhov kev faib ua feem yog 16.4%, nce ntawm 1.3 feem pua ntawm cov ntsiab lus xyoo-rau-xyoo.
Ntshuam los ntawm Bangladesh mus txog 970 lab US las, ib xyoo-rau-xyoo poob ntawm 5.3%;Qhov kev faib ua feem yog 5%, ib xyoos ib zaug txo qis ntawm 0.1 feem pua cov ntsiab lus.
Tebchaws Askiv
Khw muag khoom: Vim huab cua sov txawv txawv, cov neeg siv khoom lub siab xav yuav lub caij nplooj zeeg khaub ncaws tsis siab, thiab kev poob qis hauv khw muag khoom hauv UK hauv lub Cuaj Hli tau dhau qhov kev cia siab.Lub UK Office rau National Statistics tsis ntev los no tau hais tias cov khw muag khoom muag tau nce los ntawm 0.4% thaum Lub Yim Hli thiab tom qab ntawd poob los ntawm 0.9% hauv lub Cuaj Hli, deb tshaj li cov kws lag luam kwv yees ntawm 0.2%.Rau cov khw muag khaub ncaws, qhov no yog lub hlis tsis zoo vim tias huab cua sov lub caij nplooj zeeg tau txo cov neeg xav yuav khaub ncaws tshiab rau huab cua txias.Txawm li cas los xij, qhov ntsuas kub tsis txaus siab nyob rau lub Cuaj Hli tau pab txhawb kev muag khoom noj, "hais tias Grant Fisner, Tus Thawj Saib Xyuas Nyiaj Txiag ntawm UK Office for National Statistics.Zuag qhia tag nrho, kev lag luam muag khoom tsis muaj zog tuaj yeem ua rau 0.04 feem pua ntawm cov ntsiab lus txo qis hauv peb lub hlis twg GDP kev loj hlob.Thaum lub Cuaj Hlis, tag nrho cov neeg siv khoom tus nqi nce nqi hauv UK yog 6.7%, qhov siab tshaj plaws ntawm cov kev lag luam loj.Raws li cov khw muag khoom nkag mus rau lub sijhawm tseem ceeb ua ntej Christmas, qhov kev pom zoo zoo li tsis zoo.Ib tsab ntawv tshaj tawm los ntawm PwC Lub Tuam Txhab Nyiaj Txiag tsis ntev los no qhia tau hais tias ze li ib feem peb ntawm cov neeg Askiv npaj yuav txiav lawv cov kev siv nyiaj Christmas rau xyoo no, feem ntau yog vim kev nce nqi khoom noj thiab lub zog.
Txij lub Ib Hlis mus txog Lub Cuaj Hli, kev muag khoom ntawm textile, khaub ncaws, thiab khau hauv UK tau tag nrho 41.66 billion phaus, nce 8.3% xyoo-rau-xyoo.Thaum lub Cuaj Hlis, kev muag khoom ntawm textile, khaub ncaws, thiab khau hauv UK yog £ 5.25 billion, ib xyoos ib zaug nce ntawm 3.6%.
Ntshuam: Los ntawm Lub Ib Hlis mus txog Lub Yim Hli, UK cov khaub ncaws ntshuam tau txog $ 14.27 nphom, ib xyoos ib zaug poob ntawm 13.5%.
Ntshuam los ntawm Tuam Tshoj mus txog 3.3 billion US dollars, ib xyoo-rau-xyoo txo ntawm 20.5%;Qhov kev faib ua feem yog 23.1%, ib xyoos ib zaug txo ntawm 2 feem pua ntawm cov ntsiab lus.
Ntshuam los ntawm Bangladesh mus txog 2.76 billion US dollars, ib xyoo-rau-xyoo txo ntawm 3.9%;Qhov kev faib ua feem yog 19.3%, nce ntawm 1.9 feem pua ntawm cov ntsiab lus xyoo-rau-xyoo.
Ntshuam los ntawm Türkiye mus txog 1.22 billion US dollars, nqis 21.2% xyoo rau xyoo;Qhov kev faib ua feem yog 8.6%, ib xyoos ib zaug txo qis ntawm 0.8 feem pua cov ntsiab lus.
Australia
Khw muag khoom: Raws li cov ntaub ntawv los ntawm Australian Bureau of Statistics, cov khw muag khoom muag hauv lub tebchaws tau nce li ntawm 2% xyoo-rau-xyoo thiab 0.9% lub hli nyob rau lub hli hauv lub Cuaj Hli 2023. Lub hli ntawm kev loj hlob ntawm lub hli hauv Lub Xya Hli thiab Lub Yim Hli yog 0.6% thiab 0.3% feem.Tus Thawj Coj ntawm Retail Statistics ntawm Australian Bureau of Statistics tau hais tias qhov kub thiab txias thaum lub caij nplooj ntoo hlav xyoo no yog siab dua li xyoo dhau los, thiab cov neeg siv khoom siv cov cuab yeej kho vajtse, vaj, thiab khaub ncaws tau nce ntxiv, ua rau cov nyiaj tau los nce ntxiv. ntawm cov khw muag khoom, cov khoom siv hauv tsev, thiab cov khw muag khaub ncaws.Nws tau hais tias txawm hais tias lub hli ntawm kev loj hlob ntawm lub Cuaj Hli yog qhov siab tshaj plaws txij li Lub Ib Hlis, kev siv nyiaj los ntawm Australian cov neeg siv khoom tsis muaj zog rau feem ntau ntawm 2023, qhia tias kev loj hlob ntawm cov khw muag khoom muag tseem nyob rau hauv keeb kwm qis.Piv rau lub Cuaj Hlis 2022, kev muag khoom muag hauv lub Cuaj Hli xyoo no tau nce los ntawm tsuas yog 1.5% raws li qhov sib txawv, uas yog qib qis tshaj hauv keeb kwm.Los ntawm kev pom kev lag luam, kev muag khoom hauv tsev muag khoom lag luam tau xaus peb lub hlis sib law liag ntawm lub hlis poob, rov qab los ntawm 1.5%;Kev muag khoom ntim hauv khw muag khoom ntawm cov khaub ncaws, khau, thiab cov khoom siv ntawm tus kheej tau nce li ntawm 0.3% ntawm lub hli;Kev muag khoom hauv khw muag khoom lag luam tau nce kwv yees li 1.7% lub hli nyob rau lub hli.
Txij Lub Ib Hlis mus txog Lub Cuaj Hli, kev muag khoom ntawm cov khaub ncaws, khaub ncaws, thiab cov khw muag khoom khau muaj tag nrho AUD 26.78 billion, ib xyoos ib zaug nce ntawm 3.9%.Kev muag khoom muag txhua hli nyob rau lub Cuaj Hli yog AUD 3.02 billion, ib xyoos ib zaug nce ntawm 1.1%.
Ntshuam: Los ntawm Lub Ib Hlis Ntuj mus txog Lub Yim Hli, Australian khaub ncaws ntshuam tau txog 5.77 billion US dollars, ib xyoos ib zaug poob ntawm 9.3%.
Ntshuam los ntawm Tuam Tshoj mus txog 3.39 billion US dollars, ib xyoo-rau-xyoo poob ntawm 14.3%;Qhov kev faib ua feem yog 58.8%, ib xyoos ib zaug txo qis ntawm 3.4 feem pua cov ntsiab lus.
Kev ntshuam los ntawm Bangladesh yog 610 lab US las, ib xyoos ib zaug poob ntawm 1%, suav txog 10.6%, thiab nce ntawm 0.9 feem pua cov ntsiab lus.
Ntshuam los ntawm Nyab Laj mus txog $ 400 lab, ib xyoos ib zaug nce ntawm 10.1%, suav txog 6.9%, thiab nce 1.2 feem pua cov ntsiab lus.
Canada
Khw muag khoom: Raws li Statistics Canada, tag nrho cov khw muag khoom muag hauv Canada tau txo qis los ntawm 0.1% ntawm lub hli mus rau $ 66.1 billion nyob rau lub Yim Hli 2023. Tawm ntawm 9 qhov kev lag luam hauv kev lag luam hauv khw muag khoom, kev muag khoom hauv 6 sub industries poob rau lub hli.Cov khw muag khoom e-lag luam muag nyob rau lub Yim Hli yog CAD 3.9 billion, suav txog 5.8% ntawm tag nrho cov khw muag khoom muag rau lub hli, qhov txo qis ntawm 2.0% lub hli nyob rau ib hlis thiab ib xyoos ib zaug nce ntawm 2.3%.Tsis tas li ntawd, kwv yees li 12% ntawm cov khw muag khoom Canadian tau tshaj tawm tias lawv txoj kev lag luam tau cuam tshuam los ntawm kev tawm tsam ntawm British Columbia ports thaum Lub Yim Hli.
Txij thaum Lub Ib Hlis Ntuj mus txog Lub Yim Hli, kev muag khoom ntawm Canadian khaub ncaws thiab cov khw muag khoom hnav mus txog CAD 22.4 billion, nce ntawm 8.4% xyoo-rau-xyoo.Cov khw muag khoom muag thaum Lub Yim Hli yog CAD 2.79 billion, ib xyoos ib zaug nce ntawm 5.7%.
Ntshuam: Los ntawm Lub Ib Hlis mus txog Lub Yim Hli, Canadian khaub ncaws ntshuam tau txog 8.11 billion US las, ib xyoos ib zaug poob ntawm 7.8%.
Ntshuam los ntawm Tuam Tshoj mus txog 2.42 billion US dollars, ib xyoo-rau-xyoo poob ntawm 11.6%;Qhov kev faib ua feem yog 29.9%, ib xyoos ib zaug txo ntawm 1.3 feem pua cov ntsiab lus.
Ntshuam 1.07 billion US dollars los ntawm Nyab Laj, ib xyoos ib zaug txo 5%;Qhov kev faib ua feem yog 13.2%, nce ntawm 0.4 feem pua ntawm cov ntsiab lus xyoo-rau-xyoo.
Ntshuam los ntawm Bangladesh mus txog 1.06 billion US dollars, ib xyoo-rau-xyoo poob ntawm 9.1%;Qhov kev faib ua feem yog 13%, ib xyoos ib zaug txo qis ntawm 0.2 feem pua cov ntsiab lus.
Brand dynamics
Adidas
Cov ntaub ntawv ua haujlwm ua ntej rau lub quarter thib peb qhia tau hais tias kev muag khoom poob 6% xyoo-rau-xyoo mus rau 5.999 billion euros, thiab cov txiaj ntsig kev khiav hauj lwm poob los ntawm 27.5% rau 409 lab euros.Nws xav tias qhov poob ntawm cov nyiaj tau los txhua xyoo yuav nqaim mus rau ib tus lej qis.
H&M
Nyob rau hauv peb lub hlis mus txog rau thaum xaus ntawm lub yim hli ntuj, H&M kev muag khoom nce 6% xyoo-rau-xyoo rau 60.9 billion Swedish kroner, tag nrho cov nyiaj tau los nce los ntawm 49% mus rau 50.9%, kev khiav hauj lwm cov nyiaj tau los ntawm 426% mus rau 4.74 billion Swedish kroner, thiab cov nyiaj tau los tau nce los ntawm 65% rau 3.3 billion Swedish kroner.Hauv thawj cuaj lub hlis, pab pawg muag khoom tau nce 8% xyoo-rau-xyoo mus rau 173.4 billion Swedish kroner, kev khiav hauj lwm cov nyiaj tau los ntawm 62% mus rau 10.2 billion Swedish kroner, thiab cov nyiaj tau los kuj nce 61% rau 7.15 billion Swedish kroner.
Puma
Hauv lub quarter thib peb, cov nyiaj tau los tau nce 6% thiab cov txiaj ntsig tau zoo tshaj qhov kev cia siab vim qhov kev thov muaj zog rau cov khaub ncaws ncaws pob thiab kev rov qab los ntawm Suav lag luam.Puma kev muag khoom hauv lub quarter thib peb tau nce 6% xyoo-rau-xyoo mus txog 2.3 billion euros, thiab cov txiaj ntsig kev ua haujlwm tau sau tseg 236 lab euros, tshaj li cov kws tshuaj ntsuam kev cia siab ntawm 228 lab euros.Thaum lub sij hawm lub sij hawm, lub lag luam cov khoom lag luam khau tau nce los ntawm 11.3% mus rau 1.215 billion euros, kev lag luam khaub ncaws poob los ntawm 0.5% rau 795 lab euros, thiab cov khoom lag luam nce 4.2% rau 300 lab euros.
Fast Muag Group
Hauv 12 lub hlis txog rau thaum kawg ntawm Lub Yim Hli, kev muag khoom ntawm Fast Retailing Group tau nce 20.2% xyoo-rau-xyoo rau 276 trillion yen, sib npaug li kwv yees li RMB 135.4 billion, teeb tsa cov keeb kwm tshiab siab.Kev khiav hauj lwm cov txiaj ntsig tau nce los ntawm 28.2% rau 381 billion yen, sib npaug li kwv yees li RMB 18.6 billion, thiab cov txiaj ntsig tau nce los ntawm 8.4% rau 296.2 billion yen, sib npaug li kwv yees li RMB 14.5 billion.Thaum lub sijhawm, Uniqlo cov nyiaj tau los hauv Nyij Pooj tau nce 9.9% rau 890.4 billion yen, sib npaug rau 43.4 billion yuan.Uniqlo cov lag luam thoob ntiaj teb kev muag khoom tau nce 28.5% xyoo-rau-xyoo rau 1.44 trillion yen, sib npaug rau 70.3 billion yuan, suav txog ntau dua 50% thawj zaug.Ntawm lawv, Suav lag luam cov nyiaj tau los nce 15% rau 620.2 billion yen, sib npaug rau 30.4 billion yuan.
Post lub sij hawm: Nov-20-2023