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中金:維持申洲(2313.HK)“跑贏行業”評級 目標價132.12港元
格隆匯 10-21 17:45

中金公司發佈報告稱,申洲國際(02313.HK)計劃投資約1億美元,在越南建立一座阿迪達斯新工廠,設計產能為6000名工人,預計將於2021年開始運營。

考慮到其接近100%的利用率,新產能計劃能夠推動中期出貨量的增長。公司的目標客户羣更加均衡。上半年,公司30%以上的收入來自耐克,20%來自阿迪達斯。除此之外,管理層已經表示,客户的產能份額應該從耐克向阿迪達斯傾斜。因此,設立阿迪達斯專門工廠較為合理。公司生產基地地理分佈更加多元。新工廠或有助於提高海外產能份額,幫助公司適應國際貿易的不確定性。

該行表示,維持其“跑贏行業”評級,目標價132.12港元。

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