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Ping An Securities: Sports and outdoor activities will become a focus of the optional consumer industry recovery. Pay attention to the industry leader hakuba stock.
Based on the optional consumer repair logic, the sports outdoor track will become a key industry for the repair of the consumer industry.
Guosen: The terminal demand for textile manufacturing is weakly recovering. Focus on companies that are improving their production capacity layout.
The current optimization of brand inventory has led to a rebound in sector orders and improved capacity utilization, driving many companies to achieve better-than-expected performance.
While Shareholders of Shenzhou International Group Holdings (HKG:2313) Are in the Red Over the Last Three Years, Underlying Earnings Have Actually Grown
Why Investors Shouldn't Be Surprised By Shenzhou International Group Holdings Limited's (HKG:2313) P/E
[Brokerage Focus] Huayuan Securities first initiated a "buy" rating on Shenzhou International Group Holdings Limited Unsponsored ADR (02313), pointing out its advantages such as strong customer stickiness.
Golden Finance News | Huayuan Securities' research report pointed out that Shenzhou International Group Holdings Limited unsponsored adr (02313), as the world's leading company in sportswear outsourcing, has deeply cultivated the industry for many years and possesses competitive barriers such as high-quality customer resources, mature manufacturing technology, diversified production capacity distribution, and high employee productivity. With overseas inventory replenishment, the company's overseas expansion of production capacity, and cost advantages during the period, it has great growth potential in the future. The bank expects the company's net income attributable to the parent company for 2024-2026 to be 5.785 billion yuan/6.627 billion yuan/7.488 billion yuan, with year-on-year growth rates of 26.93%/14.57%/12.98% respectively.
In September, textile and apparel export volume was 24.78 billion US dollars, a year-on-year decrease of 3.8%.
According to the latest data released by the General Administration of Customs on October 14, textile and apparel exports in September decreased by 3.8% year-on-year and 11.3% month-on-month in terms of US dollars. Among them, textile exports fell by 2.1%, and apparel exports fell by 5.1%.
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