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研報掘金丨國盛證券:華利集團業績符合預期,維持“買入”評級
格隆匯 03-13 15:08

國盛證券研報指出,2024年華利集團(300979.SZ)收入同比增長19%/歸母淨利潤同比增長20%,業績符合預期。展望2025年,估計新客戶拓展+老客戶份額提升有望帶動公司訂單銷售增長15%左右,預計繼續領先行業水平。考慮公司新客戶合作推進順利,產能預計加速擴張,判斷有望綜合帶動公司2025年收入/業績同比增長15%左右,成長性預計將持續領先行業。公司是全球領先的運動鞋製造商,過去幾年內業務規模快速成長、份額持續提升。維持“買入”評級。

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