国盛证券近期研报指出，展望未来，根据下游品牌业务情况，该行判断2024H2及2025年公司销向Adidas、Uniqlo、国内品牌等户结订单有望实现稳健快速增长、销向Nike户结订单以平稳为主。综合来看估计2025年公司收入有望稳健增长10%+。Shenzhou International Group Holdings Limited Unsponsored ADR (02313) increased by nearly 3%, as of the time of writing, it rose 2.68% to HK$61.3, with a trading volume of HK$66.6912 million.
According to Zhito Finance APP, Shenzhou International Group Holdings Limited Unsponsored ADR (02313) increased by nearly 3%, as of the time of writing, it rose 2.68% to HK$61.3, with a trading volume of HK$66.6912 million.
In terms of news, Nike's revenue for the second fiscal quarter was $12.35 billion, expected to be $12.13 billion; the gross profit margin was 43.6%, expected to be 43.1%; inventory was $7.98 billion, expected to be $7.65 billion; total Nike brand revenue was $11.95 billion, expected to be $11.64 billion. Nike's Post-Market Trading rose more than 10%. It is reported that Nike is the largest customer of Shenzhou International, accounting for 31.1%.
A recent research report from Guosheng Securities indicated that looking ahead, based on the downstream brand business situation, the firm determines that in the second half of 2024 and in 2025, the company's orders to Adidas, Uniqlo, and domestic brands are expected to achieve stable and rapid growth, while orders to Nike are expected to remain stable. Overall, it is estimated that the company's revenue is expected to grow stably by over 10% in 2025.
