纺织及服饰

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励时集团(01327.HK)7月15日收盘上涨20.0%,成交24.23万港元
Jin Rong Jie· 2025-07-15 08:34
资料显示,励时集团有限公司是中国经济型指针式石英手表的领先国内手表品牌拥有人兼领先的指针式 石英手表OEM制造商。公司亦为中国五大指针式石英手表制造商之一。公司于一九九四年成立,初时为 手表及相关产品的制造商,凭借逾十年手表制造经验,公司于二零一零年开始以自有品牌Time2U及荣凯设 计、制造及销售手表,其后于二零一二年中期推出主要副品牌Color。公司有两条主要业务线,即按OEM基 准制造及销售手表以及以专有品牌及主要副品牌(即Time2U、荣凯及Color)制造及销售手表。公司按 OEM基准生产的手表附带OEM客户指定的企业标志或品牌。 7月15日,截至港股收盘,恒生指数上涨1.6%,报24590.12点。励时集团(01327.HK)收报0.6港元/ 股,上涨20.0%,成交量46.4万股,成交额24.23万港元,振幅22.0%。 最近一个月来,励时集团累计涨幅92.31%,今年来累计涨幅66.79%,跑赢恒生指数20.65%的涨幅。 财务数据显示,截至2024年12月31日,励时集团实现营业总收入2935.7万元,同比减少7.29%;归母净 利润-5196.4万元,同比减少31.43%;毛利率42.36 ...
荟萃国际(控股)(08041.HK)7月9日收盘上涨14.29%,成交222.42万港元
Jin Rong Jie· 2025-07-09 08:46
Company Overview - Huicui International (Holdings) Limited focuses on providing support for telephone distributors and refurbishers in global B2C sales through its self-developed SaaS solutions [2] - The company operates Hong Kong's only second-hand mobile e-commerce B2B platform, Wakephone, and plans to expand its operations to capture opportunities in the anticipated green consumption market [2] Financial Performance - As of December 31, 2024, Huicui International achieved total revenue of 26.7959 million HKD, representing a year-on-year growth of 19.77% [1] - The company reported a net profit attributable to shareholders of -1.941 million HKD, with a year-on-year increase of 27.3% [1] - The gross profit margin stood at 16.04%, while the debt-to-asset ratio was 58.73% [1] Stock Performance - As of July 9, the stock price of Huicui International closed at 0.8 HKD per share, marking a 14.29% increase with a trading volume of 2.88 million shares and a turnover of 2.2242 million HKD [1] - Over the past month, the stock has seen a cumulative increase of 70.73%, and a year-to-date increase of 199.15%, outperforming the Hang Seng Index by 20.38% [1] Industry Valuation - The average price-to-earnings (P/E) ratio for the textile and apparel industry (TTM) is -13.96 times, with a median of 3.72 times [1] - Huicui International's P/E ratio is -1387.22 times, ranking 64th in the industry [1] - Comparatively, other companies in the industry have P/E ratios such as FAST RETAIL-DRS at 0.36 times, Zhejiang Yong'an at 1.34 times, and others ranging from 3.36 to 3.87 times [1]
锦兴国际控股(02307.HK)7月8日收盘上涨9.09%,成交7200港元
Sou Hu Cai Jing· 2025-07-08 08:32
Company Overview - Jin Xing International Holdings Limited was established in 1996 and listed on the Hong Kong Stock Exchange in 2004, with its headquarters in Hong Kong [2] - The company is a globally recognized manufacturer of knitted fabrics and colored yarns, operating as a large-scale integrated textile enterprise [2] - Jin Xing has over 7,300 employees and maintains production bases in Guangzhou and Enping, Guangdong Province, China [2] - The company emphasizes quality and has received ISO 9001:2008 certification from TUV Rheinland in 2009 [2] Financial Performance - As of December 31, 2024, Jin Xing reported total revenue of 3.541 billion yuan, a year-on-year increase of 6.1% [1] - The net profit attributable to shareholders was 26.0727 million yuan, reflecting a significant year-on-year growth of 121.18% [1] - The gross profit margin stood at 11.04%, with a debt-to-asset ratio of 49.88% [1] Market Position and Valuation - Jin Xing's price-to-earnings (P/E) ratio is 5.1, ranking 12th in the textile and apparel industry, which has an average P/E ratio of -13.67 [1] - The company has outperformed the Hang Seng Index, with a year-to-date increase of 36.28%, surpassing the index's growth of 19.08% [1] - Other companies in the industry have varying P/E ratios, with FAST RETAIL-DRS at 0.37, Zhejiang Yong'an at 1.34, and others [1]
盈利时(06838.HK)7月3日收盘上涨16.94%,成交2.36万港元
Jin Rong Jie· 2025-07-03 08:30
Company Overview - 盈利时控股有限公司 is a global manufacturer of stainless steel watch bands, primarily engaged in original equipment manufacturing for stainless steel products [2] - The company manufactures stainless steel watch bands, fashion jewelry, and accessories for internationally renowned brands based in Europe, as well as stainless steel mobile phone casings and accessories [2] - The company emphasizes quality control, precise manufacturing technology, and a robust quality management system to maintain relationships with clients and meet their needs [2] Financial Performance - As of December 31, 2024, the company reported total revenue of 631 million yuan, a year-on-year decrease of 12.01% [1] - The net profit attributable to shareholders was -18.83 million yuan, representing a year-on-year decrease of 131.9% [1] - The gross profit margin stood at 16.06%, and the debt-to-asset ratio was 19.41% [1] Market Position and Valuation - The company's price-to-earnings (P/E) ratio is -7.32, ranking 87th in the industry, while the average P/E ratio for the textile and apparel industry is -12.84 [1] - The industry median P/E ratio is 3.63, with other competitors like FAST RETAIL-DRS at 0.37 and 浙江永安 at 1.34 [1] - The stock has seen a cumulative decline of 33.87% year-to-date, underperforming the Hang Seng Index by 20.75% [1]
彻底沸腾!刚刚,千亿黑马暴涨!
券商中国· 2025-06-30 07:44
Core Viewpoint - The explosive growth of Lao Pu Gold is attributed to its recent store openings in high-end locations, which have significantly boosted sales and market interest in the new consumption sector in Hong Kong [1][5][7]. Group 1: Company Performance - On June 30, Lao Pu Gold's stock price surged over 18%, reaching a historical high of over 1000 HKD per share, with a market capitalization exceeding 170 billion HKD [3][4]. - The opening of the new store in Shanghai's IFC Mall on June 28 featured promotional activities that attracted long queues, with wait times approaching 2 hours, indicating strong consumer interest [5][6]. - The company has also expanded internationally, opening its first store in Singapore on June 21, strategically located near popular tourist attractions, which is expected to enhance brand visibility and sales [6][7]. Group 2: Market Trends - The new consumption sector is experiencing a shift, with brands that offer differentiated products gaining traction among younger consumers, driven by emotional consumption [9][10]. - The competitive landscape in the gold and jewelry industry is evolving, with high-end and fashionable gold products benefiting from this trend [9]. - The rise of online platforms and social media is influencing consumer behavior, making them important indicators for investment in the new consumption space [10]. Group 3: Future Outlook - Analysts predict that the Singapore store's performance could surpass that of existing high-performing locations, indicating strong potential for future growth in Southeast Asia [7]. - The company plans to continue expanding its presence in high-end commercial centers in China, with additional openings planned in Shanghai [5][7]. - Despite high price-to-earnings ratios, the growth potential remains attractive, as indicated by a PEG ratio below 1, suggesting room for stock price appreciation [11].
波司登(03998):再创佳绩,经营效率提升
Tianfeng Securities· 2025-06-30 00:45
Investment Rating - The investment rating for the company is "Buy" with a target price not specified [6]. Core Insights - The company reported a revenue of 25.9 billion, a year-on-year increase of 12%, and a net profit of 3.6 billion, up 14% year-on-year, marking the eighth consecutive year of record high revenue and net profit [1]. - The gross margin decreased by 2 percentage points, influenced by changes in channel structure, product category mix, and rising costs of core raw materials [1]. - The company is focusing on high-quality development in its main down jacket business, with brand revenue reaching 18.5 billion, a 10% increase year-on-year [2]. - The company is expanding its omnichannel integration, with significant growth in online platforms and optimized offline store operations [3]. - The earnings forecast for FY26-28 has been slightly adjusted, with expected revenues of 28.4 billion, 31.1 billion, and 34.1 billion respectively, and net profits of 4 billion, 4.4 billion, and 5 billion respectively [4]. Summary by Sections Financial Performance - Revenue for FY24/25 was 25.9 billion, with a gross margin of 57% and operating profit margin of 19% [1]. - The company achieved a continuous increase in operating profit, growing by 13% [1]. Brand and Product Development - The company is enhancing its brand value through initiatives like "China Good Down" and collaborations with local brands [2]. - The OEM business also saw a healthy growth of 26% year-on-year, contributing 3.4 billion to revenue [2]. Omnichannel Strategy - The company has developed a strong online presence with approximately 21 million members on Tmall and JD, and 10 million followers on Douyin [3]. - Offline, the company is focusing on optimizing store quality and enhancing operational efficiency [3]. Earnings Forecast - Adjusted earnings forecasts for FY26-28 indicate a slight increase in expected revenues and net profits compared to previous estimates [4].
维珍妮(02199.HK)6月27日收盘上涨24.26%,成交313.97万港元
Jin Rong Jie· 2025-06-27 08:36
Company Overview - Virginie International (控股)有限公司 was founded in 1998 in Hong Kong and has rapidly developed into a leading global lingerie manufacturer within ten years, establishing a factory in Shenzhen, China [2] - The company has continuously pursued product development and technological advancements, showcasing its innovative capabilities and unique positioning as a design and manufacturing innovator [2] Financial Performance - As of March 31, 2025, Virginie reported total revenue of 7.235 billion HKD, representing a year-on-year growth of 11.73% [1] - The net profit attributable to shareholders was 170 million HKD, reflecting a year-on-year increase of 28.44% [1] - The company achieved a gross profit margin of 23.37% and had a debt-to-asset ratio of 64.43% [1] Stock Performance - As of June 27, the stock price of Virginie was 2.1 HKD per share, with a significant increase of 24.26% on that day, and a trading volume of 1.509 million shares [1] - Over the past month, Virginie has seen a cumulative increase of 1.2%, but has a year-to-date decline of 21.4%, underperforming the Hang Seng Index by 21.26% [1] - The current price-to-earnings (P/E) ratio for Virginie is 11.25, ranking 38th in the industry, while the average P/E ratio for the textile and apparel industry is -13.97 [1] Industry Context - The textile and apparel industry has an average P/E ratio (TTM) of -13.97, with a median of 0.37 [1] - Comparatively, other companies in the industry have varying P/E ratios, such as FAST RETAIL-DRS at 0.37, Zhejiang Yong'an at 1.34, and others ranging from 3.34 to 3.72 [1]
积木集团(08187.HK)6月23日收盘上涨24.72%,成交54.38万港元
Jin Rong Jie· 2025-06-23 08:30
资料显示,积木集团有限公司(原名:永骏国际控股有限公司)主要从事鞋类的设计、开发、采购、营销和 销售业务。该公司主要为其客户提供男士、女士和儿童的正装与休闲鞋。 (以上内容为金融界基于公开消息,由程序或算法智能生成,不作为投资建议或交易依据。) 本文源自:金融界 作者:行情君 最近一个月来,积木集团累计跌幅9.18%,今年来累计跌幅32.58%,跑输恒生指数17.3%的涨幅。 财务数据显示,截至2024年12月31日,积木集团实现营业总收入1041.98万元,同比减少60.86%;归母 净利润-975.95万元,同比减少785.24%;毛利率31.85%,资产负债率32.79%。 机构评级方面,目前暂无机构对该股做出投资评级建议。 行业估值方面,纺织及服饰行业市盈率(TTM)平均值为-9.28倍,行业中值0.36倍。积木集团市盈 率-12.81倍,行业排名第79位;其他FAST RETAIL-DRS(06288.HK)为0.36倍、浙江永安 (08211.HK)为1.34倍、其利工业集团(01731.HK)为3.38倍、大人国际(01957.HK)为3.46倍、都市 丽人(02298.HK)为3.86倍。 6 ...
满地科技股份(01400.HK)6月13日收盘上涨31.25%,成交73.89万港元
Jin Rong Jie· 2025-06-13 08:38
Group 1 - The core viewpoint of the news highlights the performance of Mandi Technology Co., Ltd., which saw a significant stock price increase of 31.25% on June 13, closing at HKD 0.021 per share, despite the Hang Seng Index declining by 0.59% [1] - Mandi Technology's cumulative stock price increase over the past month is 6.67%, and year-to-date, it has risen by 23.08%, outperforming the Hang Seng Index by 19.82% [1] - Financial data indicates that for the fiscal year ending December 31, 2024, Mandi Technology reported total revenue of CNY 113 million, a year-on-year decrease of 11.03%, while the net profit attributable to shareholders was a loss of CNY 88.39 million, showing a year-on-year increase of 89.11% [1] Group 2 - The company operates in the textile and apparel industry, with a current price-to-earnings (P/E) ratio of -0.64, ranking 114th in the industry, where the average TTM P/E ratio is -6.42 [1] - Mandi Technology is headquartered in Shishi, Fujian Province, a major manufacturing base for the clothing and footwear industry in China, with another production base in Huangmei County, Hubei Province [2] - The company benefits from a strong geographical position, robust R&D capabilities, highly automated production processes, and guaranteed product quality, allowing it to quickly adapt to market changes and seize opportunities from the textile industry's development plans in Fujian and Hubei provinces [2]
汇成国际控股(01146.HK)6月10日收盘上涨16.39%,成交1.7万港元
Sou Hu Cai Jing· 2025-06-10 08:34
Company Overview - 汇成国际控股有限公司 is a rapidly developing company engaged in the design, production, marketing, and sales of clothing, focusing primarily on men's apparel [2] - The company operates multiple internationally recognized brands, targeting middle to high-income consumers with a variety of men's casual wear, including gentleman's leisure, outdoor leisure, and casual clothing [2] - The company holds ownership of brands such as London Fog, York, MCS, Henry Cotton, and Marina Yacht in the Greater China region [2] Sales Network - As of December 31, 2023, the company's sales network includes 134 self-operated retail points in major Chinese cities like Beijing, Shanghai, Chengdu, and Shenzhen, along with 39 retail points operated by third-party retailers in other cities [2] - The balanced combination of self-operated and third-party retail points is believed to facilitate rapid growth and penetration into the vast Chinese men's apparel market [2] Market Position and Strategy - According to a report commissioned by Euromonitor, the Saint Laurent brand is a leading brand in the mid-to-high-end casual men's wear segment in China by retail sales [2] - The company aims to differentiate itself from competitors through multiple men's clothing brands, each with a unique style and targeted customer base [2] - The strategy includes selecting established licensed brands to attract middle to high-income male customers, leveraging existing market recognition and goodwill [2] Production and Supply Chain - The company primarily outsources production to minimize costs, allowing it to focus on brand selection, design, and sales management [2] - It owns production facilities in Dezhou, Shandong Province, mainly for producing key products such as pants and jackets [2] Financial Performance - As of December 31, 2024, the company reported total revenue of 156 million yuan, a year-on-year decrease of 24.84%, and a net profit attributable to shareholders of -109 million yuan, a year-on-year increase of 23.23% [1] - The gross profit margin stands at 51.97%, with a debt-to-asset ratio of 16.34% [1] Industry Valuation - The average price-to-earnings (P/E) ratio for the textile and apparel industry (TTM) is -7.04 times, with a median of -0.17 times [1] - 汇成国际控股's P/E ratio is -1.78 times, ranking 107th in the industry [1]