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江苏国泰(002091):业绩符合市场预期 加速拓展新兴市场
Xin Lang Cai Jing· 2025-05-05 08:35
Group 1: Financial Performance - In 2024, the company achieved total revenue of 38.956 billion yuan, a year-on-year increase of 4.8%, while net profit attributable to shareholders was 1.106 billion yuan, a decrease of 31.0% [1] - For Q1 2025, the company reported total revenue of 8.875 billion yuan, a quarter-on-quarter decrease of 10.4% but a year-on-year increase of 9.6%, with net profit attributable to shareholders at 242 million yuan, a quarter-on-quarter increase of 11.3% and a year-on-year increase of 13.8% [1] - The subsidiary, Ruitai New Materials, faced significant declines in revenue and profit in 2024, with revenue of 2.102 billion yuan, down 43.5% year-on-year, and net profit of 84.6 million yuan, down 81.9% year-on-year [1] Group 2: Market Trends - The textile and apparel industry in China demonstrated resilience in 2024, with exports reaching 301.13 billion USD, a year-on-year increase of 2.8% [2] - The company plans to expand into emerging markets such as Southeast Asia and Africa to reduce reliance on traditional markets, with overseas revenue accounting for 82.52% of main business income in 2024 [2] - The battery materials market is experiencing increased demand due to the growth in the power and energy storage sectors, but competition is intensifying, leading to price declines [2] Group 3: Profit Forecast and Valuation - The company has adjusted its 2025 net profit forecast down by 22% to 1.378 billion yuan and introduced a new forecast for 2026 at 1.488 billion yuan [3] - The current stock price corresponds to a price-to-earnings ratio of 8.5x for 2025 and 7.8x for 2026, with a target price of 9.2 yuan indicating a potential upside of 28.5% from the current price [3]
扩大“广交会+”效应,“会展+”新业态迸发新动能
Guang Zhou Ri Bao· 2025-05-03 09:25
广交会+市场采购场内场外合力揽客 在A区珠江散步道的显眼位置"广州李有米进出口贸易有限公司"的一条长横幅广告吸引住大家的目光。 该公司是流花服装专业市场专门设立的外贸综合服务企业,这已经是该企业第二次走进广交会展馆。公 司相关负责人表示通过展位特色设计及免费汉服试穿来引流,将意向较大的采购商引流至馆外的专业市 场。 作为中国外贸的"晴雨表"和"风向标","中国第一展"广交会再次"亮相"今年的政府工作报告。今年的广 州市政府工作报告中提到,要实施"广交会+"行动,持续放大和利用广交会溢出效应。 5月3日,记者从广州市商务局获悉,围绕第137届广交会第三期主题"美好生活",广州市商务局联合专 业市场、商协会开展"广货优品、广贸全球"系列活动等,助力企业开拓市场、获取订单。 近年来,流花服装市场探索推行"专业市场+市场采购贸易+外贸综合服务"三位一体的运营模式,搭建 立体式出海服务体系,有效整合场内商户资源,为商户出海提供全方位、一站式服务。2024年,该专业 市场实现市场采购贸易出口超过2亿元,助力商户合规便捷出海,为广州中小企业开拓国际市场打通新 路径。 平台大卖亮相广交会线上线下融合引流 今年以来,广州市商务 ...
一季度江苏对肯尼亚进出口15.8亿元 同比增长34.3%
下一步,南京海关将持续优化服务举措,紧跟企业需求,在政策支持、通关便利等方面不断发力,以更 贴心的服务、更高效的行动,助力更多"江苏制造"在非洲大陆绽放光彩,不断拓宽合作领域、持续拉长 合作清单,推动中非经贸合作迈向新高度。 近日,一艘满载"江苏产"针织布的货轮正在港口装船,这批重达15吨的纺织原料,即将漂洋过海到达肯 尼亚蒙巴萨港。中肯建交60多年来,双方贸易合作不断取得丰硕成果。作为开放大省,江苏与肯尼亚不 断深化经贸合作,产能协作的实践正在上演。据南京海关统计,今年一季度,江苏对肯尼亚进出口15.8 亿元,同比增长34.3%。 "今年3月,我们开通了从张家港至东南非快速周班航线,凭借这一航线,货物最快仅需20天就能抵达目 的地。与以往的航程时间相比,此航线缩短了10多天,效率提升幅度超过30%,为相关贸易往来带来了 更为高效便捷的物流新选择。"苏州港张家港物流中心件杂货部经理尹其鑫介绍,今年以来,已有8艘货 轮从张家港港务集团码头出发,将"江苏好物"带向非洲大陆。 一艘艘满载的货轮背后,是充盈的物流需求,距离码头不远的江苏国泰(002091)国贸实业有限公司, 也将目光转向了肯尼亚这片热土。这家以服装贸 ...