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HAITONG SEC Textile Outfits Industry 2025 Annual Strategy Report: Steady Progress and Long-term Vision, Seizing Structural Opportunities.
Since 2024, the willingness to replenish inventory downstream has been good, coupled with a lower base from the same period last year, resulting in significant improvements in revenue. Along with an increase in orders and a continuous rise in capacity utilization, the profit elasticity continues to be released.
Huali Industrial Group Company Limited's (SZSE:300979) Low P/E No Reason For Excitement
Ping An Securities Light Industry and Textile Clothing 2025 strategy: Focus on the dual main lines of valuation bottoms in sports and outdoor as well as home furnishings.
The current valuation of the textile Outfits Sector is in a low oscillation period, and the market has fully priced in the pessimistic expectations for downstream; the light industry Sector's valuation is recovering positively, and the valuation is expected to maintain an upward trend.
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.
Why Investors Shouldn't Be Surprised By Huali Industrial Group Company Limited's (SZSE:300979) Low P/E
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