安利股份(300218.SZ):控股子公司安利越南進入耐克全球鞋用材料供應商體系
格隆匯7月15日丨安利股份(300218.SZ)近日在接待機構投資者調研時表示,公司是耐克裝備部核心供應商,合作良好;公司是耐克在中國大陸唯一中資鞋用聚氨酯合成革及複合材料合格供應商。因公司進入耐克鞋部供應商體系較晚,2023年公司與耐克合作處於蓄勢積能、穩步起量階段,銷售業務較2022年同期實現增長,但營收及佔比相對較小。
公司積極推進與耐克裝備部和鞋部的合作,目前從耐克足球、運動包到運動休閒鞋材料,耐克有較多新項目、新產品在公司開發,機會加大,態勢向好,符合計劃預期,預計呈現“低基數、較快增長”態勢。
今年,控股子公司安利越南進入耐克全球鞋用材料供應商體系,目前正在積極推進安利越南耐克實驗室認證。耐克是公司重要的增量客户和重大的增長空間,未來動能強勁,空間廣闊。
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