该行指出，虽然来自Nike的订单增长仅达中单位数，令人失望，但其他客户的订单均录得强劲双位数增幅，加上Adidas和优衣库的销售复苏，预测申洲下半年收入将增长11%。该行指出，申洲中国产能利用率今年首季已达到100%，为支持订单增长，公司年初至今共招聘6,000名工人，预期今年内将再聘请约1,000名员工，届时毛利率可望持续改善，预测该公司下半年毛利率及经营利润率将分别提升至27.2%及19.3%。Shenzhou International (02313) is now up more than 4%, as of the release, up 4.08%, at HKD 65.1, with a turnover of HKD 0.168 billion.
According to the Futu Securities app, Shenzhou International (02313) is now up more than 4%, as of the release, up 4.08%, at HKD 65.1, with a turnover of HKD 0.168 billion.
On the news front, Shenzhou International will release its performance on the 28th of this month. Bank of China International released a research report, predicting that Shenzhou International's revenue for the first half of this year will increase by 15% year-on-year, with operating profit margin and gross profit margin expected to improve to 18.1% and 26.6% respectively, driving net profit to increase by 21% year-on-year to RMB 2.578 billion.
The bank pointed out that although orders from Nike only grew in the mid single digits, which is disappointing, orders from other customers recorded strong double-digit growth, coupled with the sales recovery of Adidas and Uniqlo, it is predicted that Shenzhou's revenue in the second half of the year will increase by 11%. The bank also pointed out that Shenzhou's China's production capacity utilization rate has reached 100% in the first quarter of this year. In order to support the increase in orders, the company has hired a total of 6,000 workers since the beginning of the year and is expected to hire about 1,000 more employees this year. During that time, the gross margin is expected to continue to improve. It is predicted that the company's gross profit margin and operating profit margin in the second half of the year will increase to 27.2% and 19.3% respectively.
