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Guosen: In the fourth quarter, the growth rate of brand consumption stabilized, and Textile Manufacturing continued to show high prosperity.
In January, the Spring Festival holiday is anticipated to arrive early, likely further stimulating the demand for Outfits.
GF SEC: The WeChat Mini Store is testing a gift function, which is expected to bring new growth to the textile and apparel Industry.
The WeChat ecosystem has been continuously improving in recent years. Bullish on WeChat Mini Stores, which are expected to break through by giving gifts, achieving rapid growth in the e-commerce Business. Online revenue has already become one of the important income sources in the Clothing and Home Textiles Industry.
Market Might Still Lack Some Conviction On Winner Medical Co., Ltd. (SZSE:300888) Even After 26% Share Price Boost
Research Reports Gold Mining丨Guosen: Maintain Winner Medical "Outperform the Market" rating, raising the Target Price to 43-47 yuan.
Guosen's Research Reports indicate that in the fourth quarter of 2024, Winner Medical (300888.SZ) is expected to achieve accelerated growth in its Consumer Business against the backdrop of intensified marketing efforts and the fermentation of industry hotspots. Third-party online data shows that in October-November 2024, the combined sales growth rate of the Cotton Times brand and Nice Princess brand has significantly accelerated compared to the first three quarters of 2024, with sales growth for the company's two core categories, cotton soft towels and sanitary napkins, exceeding 30% in October-November. In the Medical Sector, the high baseline impact from epidemic prevention products that began in the third quarter has basically been eliminated, returning to normalized growth. In terms of external growth, acquisitions are underway.
Be Wary Of Winner Medical (SZSE:300888) And Its Returns On Capital
Winner medical (300888.SZ): Excluding infection protection products, the gross margin for medical routine products achieved 40% in the first three quarters.
On December 9th, Glonghui reported that Winner Medical (300888.SZ) stated on the investor interaction platform that since the outbreak of public health events, the medical business has transitioned from the impact of a high base to normalized operation. The proportion of high gross margin and high growth products (such as high-end dressings and personal health care products) within the entire medical sector is gradually increasing. Excluding infection protection products, the cumulative gross margin for conventional medical products in the first three quarters has reached 40%, and it is expected to maintain this level. On the cost side, with the steady increase in sales growth, fixed costs are expected to be shared, and on the marketing side, we will strengthen ROI control to enhance the precision of expense allocation.
Winner Medical Co., Ltd.'s (SZSE:300888) Price Is Right But Growth Is Lacking
