智通财经APP获悉，国泰海通发布研报称，看好超盈国际控股(02111)发挥弹性面料领域多年经验，深化与国内外知名运动户外品牌客户合作，凭借成熟海外产能在纺服制造贸易格局调整中获取更多订单。该行预计公司2025-27年归母净利润分别为5.9、6.4、7.0亿港元。综合PE估值与PB估值两种方法，取平均值4.42港元/股作为目标价，首次覆盖，给予增持评级。
未来看点方面，1)低估值、高股息优质标的：公司高度重视股东回报，自上市以来每年分红从未间断，近年分红比率稳定在50%，连续4年股息率9%+。2)海外产能承接更多订单：该行认为公司凭借越南、斯里兰卡等地的成熟产能有望充分受益对等关税之下产能布局调整，承接更多品牌订单转移。3)客户群体优质：公司与知名运动户外品牌合作均在5年以上，伴随合作加深预计未来订单无虞。
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