港股异动 | 天虹国际集团(02678)尾盘涨超5% 全年纯利同比增超六成 美棉价格上行利好纱线龙头

智通财经
Apr 10

智通财经APP获悉,天虹国际集团(02678)尾盘涨超5%,截至发稿,涨4.72%,报6.65港元,成交额396.54万港元。

消息面上,天虹国际集团公布年度业绩,公司收入减少约1.4%至227亿元;净利润增长约63%至9.13亿元。中金认为,天虹国际集团是全球领先的棉纺织品制造企业。全球化产能布局与差异化产品是其核心竞争力。同时,公司近年来效率提升和财务杠杆逐步降低也有望为其带来利润弹性。

国泰海通发布研报称,美棉于3月上旬开始走强,至今涨幅近10%并突破70美分/磅。伴随巴西减产落地、美国和中国进入棉花播种季,3~5月是美棉价格重要的催化窗口期,该行仍看好受益于美棉价格上行带来业绩弹性的纱线龙头。

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