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Is Huali Industrial Group Company Limited's (SZSE:300979) Recent Stock Performance Tethered To Its Strong Fundamentals?
Huali Group (300979.SZ): Currently, the main production factory is located in Vietnam, and the production capacity in Indonesia will gradually increase in the future.
On December 9, Gelonghui reported that Huali Group (300979.SZ) stated on the investor interaction platform that currently, the company's mass production factory is mainly in vietnam, and the capacity in indonesia will also gradually increase in the future. The company's products are exported to the global market as per customer instructions from vietnam and indonesia, including usa, canada, europe, south america, australia, japan, and china. In the infrastructure of sneaker manufacturing, the import tariffs on sneakers are borne by the customers, and the tariff rates are determined by the trade policies between the importing country and vietnam/indonesia. Changes in tariff policies will affect customer decisions regarding the distribution of supply chain capacity regions, and manufacturers will end.
Huali Group (300979.SZ): In the past three years, the company's capital expenditure was approximately 1.1-1.7 billion yuan each year.
On December 9, Gelonghui reported that Huali Group (300979.SZ) stated on the investor interaction platform that considering the demand for customer orders, the company will continue to maintain an active capacity expansion in the coming years. The company will build several new factories in Indonesia and Vietnam, while also accelerating the progress on automation renovations. Over the past three years, the company's capital expenditure has been approximately 1.1 to 1.7 billion yuan each year, and it is expected to remain at an average or slightly higher level within that range in the coming years.
Huali Group (300979.SZ): This year, the company has put into production three finished shoe factories and one shoe material factory.
On December 9, Gelonghui reported that Huali Group (300979.SZ) indicated on the investor interaction platform that this year the company has already put into production three finished shoe factories and one shoe material factory. Considering market demand, the company will continue to maintain an active capacity expansion over the next few years. In the next 3-5 years, the company plans to establish several factories in Indonesia and Vietnam and put them into production as soon as possible. The company's capacity can maintain a certain level of flexibility not only through the establishment of new factories and equipment upgrades but also by controlling the number of employees and overtime hours. The specific capacity allocation each year will be adjusted according to that year's order situation.
gtja: From Q3, textile and apparel manufacturers have shown differentiation in performance, preferring leading manufacturers with strong beta from major customers and strong alpha from individual customers.
Looking forward to the future, bullish on the leading manufacturer with excellent customer sentiment, potential turnaround of core customer challenges, and expected increase in market share.
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.
Why Investors Shouldn't Be Surprised By Huali Industrial Group Company Limited's (SZSE:300979) Low P/E
