毛利率修复下核心利润亮眼，海外持续扩产提效，维持“买入”评级2024年公司营收286.6亿元(同比+14.8%，下同)，预计销量+21%、人民币单价-5%，国内产能利用率回升及海外扩产提效带动量增，单价回落主要受内衣及休闲销售占比提升、原材料价格下降以及原材料耗用下降影响。2024年归母净利润62.4亿元(+36.9%)，剔除汇兑收益、政府补贴、固定资产处置收益以及银行利息净收入影响后核心利润为...
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