《大行報告》瑞銀引述申洲(02313.HK)料本月底前寧波廠房或可全面復產 指訂單佳及今年產能滿荷
瑞銀髮表報告表示,申洲國際(02313.HK)管理層出席該行所舉行的大中華會議,公司管理層料旗下寧波廠房所處的北侖區最近經過8輪的全體居民核酸擴增檢測(PCR test)均呈陰性,而申洲面料廠房已在1月10日恢復生產,公司旗下6間成衣廠有5間位處於寧波受管制區域,申洲管理層料下週日(16日)相關廠房或可望恢復生產,料在寧波所有廠房在1月底前全部復產,而公司有信心可在一天內回覆正常營運。
申洲國際管理層指爲應付急單,已要求在東南亞生產線提供協助,並嘗試在中國農曆新年期間追回相關訂單,料今年首季毛利率會承壓,因料加班支出會增加。
公司管理層料今年包括國際及內地訂單強勁,料2022年訂單可增長20%,指已計及寧波廠房問題,指今年計劃產能已滿荷,料旗下主要客戶(包括Nike、Uniqlo、Adidas and Puma)增長達雙位字。
瑞銀維持對申洲國際「買入」投資評級及目標價180元。
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