智通财经APP获悉,天虹国际集团(02678)盘中涨超8%,截至发稿,涨6.78%,报3.62港元,成交额1581.49万港元。
国信证券指出,2024年天虹国际集团产品价格稳定,毛利率继续修复,现金流大幅改善,债务优化,经营势头稳步向好。中长期看,本地供应链是大势所趋,公司早年布局全球化,具有本地供应链、快速响应的先发优势,和龙头规模优势,有望保持领先市场地位。由于全球终端需求疲弱,我们谨慎预期棉价恢复上涨时机延后,下调公司盈利预测。
该行指出,公司管理层在公开业绩会表示,2025年计划销售80万吨纱线、1亿米梭织面料、1万吨针织面料,继续扩大高毛利产品占比。2024年公司资本开支8.3亿元,2025年延续审慎策略,重点投向自动化技术改造及分布式光伏电站,并进一步降低负债率。
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