智通财经APP获悉，申洲国际(02313)的代工客户Nike(NKE.US)最新预计，全年收入增长1%，低于原先指引的中个位数百分比增长。其中，耐克预计第三财季收入将略有负增长，第四财季收入将出现低个位数增长。公司解释新指引反映了宏观阻力的增加，特别是在大中华区和欧洲、中东和非洲地区。二级市场上，12月22日，申洲国际收跌7.69%，报78港元。 据悉，申洲国际以OEM和ODM相结合的方式为客户提供高质量针织品，主要客户包括Nike及Adidas等国际品牌。该公司业绩稳健，2013-2019年保持双位数的复合增速，2020-2022年三年疫情，对材料价格及品牌商订货节奏产生冲击，盈利受到了影响。 从业务上看，运动类服装和休闲类服装为申洲国际核心收入来源，往年收入份额超过90%，其中运动类服装超过70%，2020-2022年，上述两大服装业务收入复合增速为14.45%及13.13%，带动整体收入复合增速9.83%。该公司客户集中度非常高，四大客户收入份额超过80%，包括Nike、Uniqlo、Adidas和Puma，2022年收入份额分别为31%、21%、18%及12%，分布往年相对稳定，不过Nike收入份额 ...

智通财经APP获悉，国盛证券发布研究报告称，维持申洲国际(02313)“买入”评级，考虑近期基本面情况整体符合预期，综合预计2023~2025年公司归母净利润分别为45.7/55.3/64.7亿元，同比分别+0%/+21%/+17%。公司是成衣制造龙头，合作下游优质大客户，国际化、一体化产业链布局具备竞争力。 国盛证券主要观点如下： 订单：该行判断目前公司订单需求情况稳步向好，符合预期。 近期公司基本面改善趋势明确，伴随着下游品牌商库存压力的改善，该行估计公司订单及出货同比表现环比均有改善。1)出货层面：该行估计公司9月份出货同比转正、10月以来同比稳健快速增长，综合来看该行估计2023H2公司收入有望同比实现中个位数增长。2)分客户来看：公司深度合作Nike、Uniqlo、Adidas、Puma等核心品牌，2023H1向前四大客户销售分别为34.7/25.4/18.9/13.4亿元，同比分别-22%/+5%/-26%/-29%，占比分别为30%/22%/16%/12%。考虑品牌客户自身销售及库存情况，该行估计公司2024年Uniqlo/Adidas/Lululemon订单有望健康快速增长、Nike客户订单有 ...

SHENZHOU INTERNATIONAL SHENZHOU INTERNATIONAL GROUP GROUP HOLDINGS LIMITED 申洲國際集團控股有限公司 HOLDINGS Ningbo Office 寧波辦事處 LIMITED �� Yongjiang Road 申洲國際集團控股有限公司 Ningbo Economic and Technical ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內 容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 SHENZHOU INTERNATIONAL GROUP HOLDINGS LIMITED * （ 申 洲 國 際 集 團 控 股 有 限 公司 ） （於開曼群島註冊成立的有限公司） 2313 （股份代號： ） 截至二零二三年六月三十日止六個月的中期業績公告 摘要 • 11,561,962,000 截至二零二三年六月三十日止六個月銷售額達約人民幣 元，較二 14.9% 零二二年同期下跌約 。 • 截至二零二三年六月三十日止六個月的運動類產品銷售額佔總銷售額的百分比 74.0% 19.9% 約為 。來自運動類產品的銷售額比去年同期下跌約 。 • 截至二零二三年六月三十日止六個月的休閒類產品銷售額佔總銷售額的百分比 19.9% 10.1% 約為 。來自休閒類產品的銷售額比去年同期上升約 。 • 截至二零二三年六月三十日止六個月的內衣類產品銷售額佔總銷售額的百分比 5.3% 0.4% ...

Annual Report SHENZHOU 2022 年報 INTERNATIONAL SHENZHOU INTERNATIONAL GROUP GROUP HOLDINGS LIMITED 申洲國際集團控股有限公司 HOLDINGS Ningbo Office 寧波辦事處 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內 容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 SHENZHOU INTERNATIONAL GROUP HOLDINGS LIMITED * （ 申 洲 國 際 集 團 控 股 有 限 公司 ） （於開曼群島註冊成立的有限公司） 2313 （股份代號： ） 截至二零二二年十二月三十一日止年度之初步年度業績公告 摘要 • 27,781,412,000 截至二零二二年十二月三十一日止年度銷售額約達人民幣 元，比 16.5% 二零二一年度上升約 。 • 截至二零二二年十二月三十一日止年度，運動類產品銷售額佔總銷售額的百分 75.1% 18.5% 比約為 。運動類產品銷售額比二零二一年度顯著上升約 。上升主要原 因為歐美運動類產品需求上升所致。 ...

Financial Performance - Sales for the six months ended June 30, 2022, reached RMB 13,592,789, an increase of 19.5% compared to RMB 11,368,606 in the same period of 2021[12]. - Gross profit for the same period was RMB 3,065,607, resulting in a gross profit margin of 22.6%, down from 29.7% in 2021[12]. - Profit before tax increased to RMB 2,768,408, representing a growth of 9.4% from RMB 2,530,164 in the previous year[12]. - Profit attributable to owners of the parent was RMB 2,366,616, up from RMB 2,226,278, marking an increase of 6.3%[12]. - For the first half of 2022, the Group achieved sales revenue of approximately RMB 13.59 billion, representing a growth of 19.6% compared to the same period last year[27]. - Gross profit decreased by approximately 9.1% to about RMB 3.07 billion, primarily due to significant increases in production costs that could not be offset by sales price adjustments[27]. - The profit attributable to the owners of the parent company was approximately RMB 2.37 billion, an increase of 6.3% year-on-year[27]. - The profit for the period increased to RMB 2,367,684, representing a growth of 6.4% compared to RMB 2,225,838 in the same period last year[75]. - Total comprehensive income for the period reached RMB 2,701,830, up from RMB 2,170,698, indicating a year-over-year increase of 24.4%[75]. Assets and Equity - Total assets as of June 30, 2022, were RMB 43,461,466, compared to RMB 42,131,906 at the end of 2021[13]. - Total equity increased to RMB 29,784,343 from RMB 27,783,063, reflecting a growth of 7.2%[13]. - The Group's equity attributable to owners amounted to approximately RMB 29,770,791,000 as of 30 June 2022, an increase from RMB 27,770,579,000 as of 31 December 2021[46]. - As of June 30, 2022, equity attributable to owners of the parent was approximately RMB 29,770,791,000, an increase from approximately RMB 27,770,579,000 as of December 31, 2021[47]. Cash Flow and Liquidity - Cash and cash equivalents stood at RMB 6,809,218, slightly up from RMB 6,687,623 at the end of 2021[13]. - For the six months ended June 30, 2022, net cash generated from operating activities was approximately RMB 546,198,000, a decrease from approximately RMB 1,720,608,000 for the same period in 2021[51]. - The cash generated from operations was RMB 797,481, with interest paid amounting to RMB 103,391 for the first half of 2022[89]. - The cash and cash equivalents at the end of the period were RMB 6,809,218,000, down from RMB 10,294,661,000 at the end of June 2021[90]. Debt and Financing - The gearing ratio improved to 33.5% from 38.1% in the previous period, indicating a reduction in financial leverage[13]. - The debt to equity ratio was approximately 33.5% as of June 30, 2022, down from 38.1% at the end of the previous year, representing a decrease of 4.6 percentage points[52]. - Net borrowings as of June 30, 2022, were approximately RMB 3,153,454,000, a decrease of approximately RMB 747,602,000 from approximately RMB 3,901,056,000 as of December 31, 2021[51]. - Finance costs for the six months ended June 30, 2022, increased to approximately RMB 103,557,000 from approximately RMB 51,501,000 for the same period in 2021, primarily due to increased borrowings and rising USD loan interest rates[54]. Operational Performance - The Group's sportswear sales reached approximately RMB 10,687,190,000, a 32.4% increase from RMB 8,069,966,000, driven by higher demand in Europe and the US[36]. - Casual wear sales decreased by approximately RMB 118,512,000 or 5.4%, primarily due to reduced demand in China and Japan[38]. - Lingerie sales fell by approximately RMB 171,964,000 or 22.0%, attributed to decreased procurement demand from Japan[38]. - The daily production capacity of the Vietnam fabric factory increased to 400 tons after expansion, enhancing fabric supply to overseas garment factories[30]. Market Conditions - The total export value of China's textile and clothing from January to June 2022 was approximately US$156.49 billion, an increase of 11.7% year-on-year[20]. - The export value of apparel products from Mainland China to the US and EU increased by 14.6% and 19.6%, amounting to US$19.30 billion and US$15.90 billion respectively[20]. - Domestic retail sales of apparel amounted to approximately RMB 446.26 billion, a decrease of 8.0% compared to the same period last year[20]. - Future export conditions for China's textile and apparel industry are uncertain, with inflation and supply chain issues potentially impacting demand and procurement plans[63]. Corporate Governance and Shareholding - The Company has complied with all code provisions of the Corporate Governance Code throughout the six months ended 30 June 2022[200]. - The Company has maintained compliance with the Securities and Futures Ordinance regarding the disclosure of shareholdings[182]. - The total number of shares held by substantial shareholders (5% or more) includes Keep Glory and JPMorgan Chase & Co.[184]. - As of June 30, 2022, Keep Glory Limited holds 639,328,200 shares, representing 42.53% of the issued share capital of the Company[186]. Environmental and Social Responsibility - The Group is focusing on enhancing its industry competitiveness through green low-carbon initiatives and increased investment in clean energy[27]. - The Group's reclaimed water recycling project in Vietnam has a daily processing capability of 5,000 tons, promoting resource recycling and reducing sewage discharge[30]. - Self-supplied electricity from the rooftop solar power project in Ningbo reached approximately 3,000 MWh, an increase of 72% year-on-year[30].

SHENZHOU INTERNATIONAL GROUP HOLDINGS LIMITED 申洲國際集團控股有限公司* Stock Code 股份編號: 2313 H B = = INI WT 日 : ANNUAL REPORT 2021 年 報 * For identification only 僅供識別 Move 7mm left (Done) Move 7mm right (Done) 目錄 Contents | --- | |-------| | | | 2 4 | | 7 | | 12 | | 20 | | 44 | | 62 | | | | 173 | | 183 | | 197 | | 205 | | 206 | | 207 | | 209 | | 210 | | 213 | | 324 | | --- | --- | |--------------------------|--------------------------------------------------------------------| | | | | 公司簡介 | Corporate Profile | | 財務撮要 ...