制鞋业

Lex_China: shoemakers put best foot forward
Lex专栏:百丽与达芙妮的“鞋战”


长远而言,随着收入增加和城市化进程加快,manbetx3.0 人对鞋的需求前景看好。但短期而言,百丽和达芙妮这两家manbetx3.0 鞋企的发展前景却存在差异。

Shoes – we all need them, but the choice between looks and function depends on our financial standing. Which makes shoes a clear proxy for consumer spending. In China roughly $40bn in shoes are sold domestically each year, about the same amount that it exports. That demand has buoyed China’s footwear stocks such as Belle with a market value of $15bn, which reports earnings this week, and smaller rival Daphne, which released results on Monday.

每个人都要穿鞋,但是重款式还是重实用,要看我们兜里有多少钱。因此,鞋子成了消费者支出的风向标。manbetx3.0 国内的鞋销售额每年约400亿美元,与鞋的出口额相当。如此高的需求对百丽(Belle)和达芙妮(Daphne)等manbetx3.0 鞋企的股价形成了支撑。市值已达150亿美元的百丽将在本周发布财报,而其竞争对手、市值稍小的达芙妮则已于周一发布了财报。

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