华西证券研报指出，健盛集团俏尔婷婷盈利能力改善，上半年高分红。短期来看，下半年订单可能仍受到贸易战影响承压；但一方面，7月美越已达成20%关税协议，该行分析公司凭借越南产能长期仍存在抢占市场份额逻辑；另一方面，判断优衣库的采购节奏上下半年有望改善。公司中长期看点在于无缝产能利用率改善带来的利润弹性，特别是越南，目前兴安已实现阶段性盈利，未来主要驱动来自优衣库、HBI、DBS；根据测算，预计未来棉袜有望保持稳健增长，主要来自海防和清化扩产，以及南定补足印染产能、有利于一体化快反能力提升；同时公司积极推进了在越南南定省投资建设年产6,500万双中高档棉袜、2,000吨氨纶橡筋线、18,000吨纱线染色生产项目，有望扩充产能。公司回购有望提振市场信心，维持“买入”评级。
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