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安利股份:公司与芝华仕、顾家合作稳定
Zheng Quan Ri Bao· 2025-11-19 14:11
(文章来源:证券日报) 证券日报网讯安利股份11月19日在互动平台回答投资者提问时表示,公司与芝华仕、顾家合作稳定,根 据客户需求推进相关家居材料的定制化开发。公司体育装备品类主要涵盖足球、篮球、运动包等产品, 已与耐克、迪卡侬等品牌开展合作,产品性能指标依据客户需求定向设计。 ...
柬埔寨审批7个投资项目 总额超3.5亿美元
Sou Hu Cai Jing· 2025-08-01 09:31
Group 1 - The Cambodian Development Council (CDC) held a meeting on July 30, 2025, to review seven eligible investment project applications with a total investment amount exceeding $350 million [1] - The meeting was chaired by the Secretary-General of the Investment Committee, with representatives from relevant ministries, agencies, and administrative departments in the capital and provinces [3] - The seven approved projects span agriculture and manufacturing, expected to create approximately 4,000 jobs in Cambodia [3] Group 2 - Among the approved projects, one is in the agricultural sector focused on rubber processing, while six are in manufacturing, covering sports goods, toys, cement, home appliances, stone business, and lighting fixtures and accessories [3] - The projects are set to be located in various provinces including Kratie, Takaev, Prey Veng, and Tbong Khmum, indicating a broad coverage area that is expected to inject new momentum into local economic development [5]
纺织服装行业周报:继续推荐开润股份底部机会-2025-03-16
HUAXI Securities· 2025-03-16 07:01
882 证券研究报告|行业研究周报 [Table_Date] 2025 年 03 月 14 日 [Table_Title] 继续推荐开润股份底部机会 纺织服装行业周报 [Table_Title2] 20250310-20250314 ► 主要观点: [Table_Summary] 本周我们发布《开润股份动态报告:印尼优势凸显,期 待嘉乐助力新增长》,站在目前时点,我们认为公司的印尼 先发布局优势愈发凸显,构成目前主要贡献点的 2B 箱包代 工业务仍有利润弹性空间,嘉乐成长性刚刚开启,2C 端运 营主导权的变化带来盈利提升空间。(1)根据我们测算, 24 年 2B 业务有望实现高双位数增长、且净利率 25 年依然存 在修复空间,主要来自产能利用率修复和汇兑影响减弱,公 司 2B 业务核心优势来自印尼布局,核心驱动在于净利率修 复、下游补库存、公司老客户份额有望提升以及新客户拓展 存在空间。(2)根据我们测算,2C 业务核心驱动在于小米 业务分成模式变化带来的利润率提升。(3)收购上海嘉乐 进入服装代工更大赛道,打开公司第二增长曲线,且净利率 仍存在修复空间。维持盈利预测,预计 24/25/26 年收入为 42. ...