烟蒂股之:南旋控股、互太纺织

新浪财经
Jun 01, 2025

群友说了两只纺织行业的股票,分别是南旋控股和互太纺织,来写写我的观点:“ 关键词 ”纺织行业:重资产代工厂,重资产面料商少数大客户风险:南旋50%优衣库,互太纺织也类似。客户转换成本低:假设业内某家公司破产,上游客户有办法立即转移生产,代表着资产的重置价值低。无护城河、增长受限、10年看不清南旋大股东曾经有黑历史:上市公司17年5亿收购大股东资产,19年全部减值。1. 终端客户面临巨大竞争,上游有...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10