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A股異動丨健盛集團升停,中期分紅擬10派2元
格隆匯 08-08 14:12
健盛集團(603558.SH)午後封升停板,報價8.99元,最新總市值33.18億元。消息面上,公司最新公佈的財報顯示,2024年上半年營業總收入為11.69億元,同比上升5.51%;歸母淨利潤為1.66億元,同比上升33.82%。公司每股派發現金紅利0.2元,對應分紅率43.4%,對應年化股息率4.9%。華西證券發佈業績點評報吿稱:1)公司利潤彈性主要來自無縫,HBI未來有望成為主要驅動,迪卡儂也已度過調整期;考慮客户出貨節奏問題,預計無縫收入下半年有望恢復正增長;2)根據測算,襪子業務有望保持10%以上收入增長;長期來看,海防和清化仍有擴產空間;3)長期來看,公司在持續做大户外防曬袖套和防曬服的基礎上,積極拓展其他品類。考慮公司棉襪及無縫效率提升, 維持2024-2026年收入預測26.71/31.36/36.66億元;維持24-26年歸母淨利3.28/3.78/4.42億元,對應24-26年EPS0.89/1.02/1.20元,維持“買入”評級。

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