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安利股份(300218.SZ):功能鞋材品類總體態勢向好
格隆匯 07-12 15:06

格隆匯7月12日丨有投資者向安利股份(300218.SZ)提問:請問公司功能鞋材業務恢復情況,以及下半年及未來訂單展望?

安利股份回覆:2022年前三季度,全球消費者對於運動休閒鞋的需求穩健增長,功能鞋材訂單快速復甦;由於國際經濟環境的不確定性,物價上升,消費能力下降,以及未來物價呈下降趨勢,導致國內外大多數運動品牌的產品庫存有所走高,從2022年四季度開始,通過調整減少製造商訂單等方式降低庫存。

受其影響,2023年以來,功能鞋材業務收入有一定下降。未來,隨着品牌大客户合作增多、合作深化,公司在品牌客户內部份額提升,新開發的TPU產品等逐步放量,以及潛在品牌客户的聯繫接洽,功能鞋材品類總體態勢向好。

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