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申洲(02313.HK):紡織業正觸底回升 上半年產能利用率或未如理想
阿思達克 03-28 12:19
申洲(02313.HK)在業績報告表示,貿易環境的不確定性增大,外需持續放緩成為出口企業面臨的最大壓力。國內方面,由於三年疫情的持續影響,居民收入增長放緩,消費能力和消費信心受到衝擊,雖然中國政府已放開對疫情的管控,消費復甦的不確定性仍然存在。 當前,紡織服裝行業普遍面臨需求疲弱、訂單不足的局面,但相信目前行業正處於觸底回升階段,市場需求正處於修復過程。經過前期的庫存處理,品牌商的庫存壓力已有較大減輕,以及通脹的回落,外需有希望回暖;國內市場方面,因疫情而受抑制的消費正逐步恢復,政府擴內需、促消費政策的出台,也將拉動內需的增長。 集團稱,其去年克服了包括疫情停產、成本上漲、需求放緩等諸多困難;未來將聚焦於企業競爭力的提升和可持續發展能力的增強,尤其在全球化佈局、產品多元化、新客戶拓展和人才隊伍建設等方面進一步的優化或挖潛,並爭取在逆境中創造發展的機遇。 集團表示,在全球化佈局上已有較好的基礎,海外之產能已成為集團重要的組成部分,將進一步優化生產基地的全球化佈局,適時拓寬佈局的地域範圍,更好的滿足客戶在不同市場的採購需求。同時,將進一步提升海外工廠的管理能力和自動化水平,促進海外工廠生產效率的持續提升。 鑒於目前之行業環境,因全球衣服總需求疲弱,各大客戶仍處於去庫存過程,預期今年上半年集團之產能利用率尚不能達到理想水平,營業收入按年存在下跌之可能,而展望需求形勢的變化,下半年總體會呈逐步回升的趨勢。
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