九兴控股:产能稀缺订单充沛 加快产能拓展蓄力长期成长

浙商证券
Jul 03

投资要点卓越高端鞋履制造商,开发设计能力领先,东南亚产能具备稀缺性。公司作为全球领先的高端优质鞋履开发制造商,凭借强大的开发设计能力,深度绑定Nike、Balenciaga、Prada、UGG 等国际知名品牌,布局运动、奢侈、时尚、休闲全品类品牌客户,24 年ASP 达28.4 美元,显著领先行业,多元化产能布局具备稀缺性,24 年公司中国、越南、其他亚洲地区(菲律宾、印尼和孟加拉)出货量占比分别...

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