Adidas订单激增，制鞋大厂再砸7亿建厂

配图：报道截图

近日，全球制鞋龙头宝成(9904)与制鞋大厂中杰、来亿等均表示看好制鞋产业景气正面向上走势，全年营收仍可较去年成长。

Recently, global footwear giant Pou Chen (9904), along with major manufacturers Zhongjie and Laiyi, expressed optimism about the upward trend in the footwear industry’s prospects, expecting annual revenues to surpass last year’s figures.

宝成5月合并营收216.65亿元、年减6.8%;累计前五月合并营收1,102.17亿元、年增2.4%。宝成制鞋业务以美元计的5月营收年增0.5%，为连15个月年增正成长;累计前五月年增5.6%。

Pou Chen’s consolidated revenue in May was NT$21.665 billion, down 6.8% year-over-year. However, cumulative consolidated revenue for the first five months reached NT$110.217 billion, up 2.4% year-over-year. In dollar terms, Pou Chen’s footwear segment revenue grew by 0.5% year-over-year in May, marking 15 consecutive months of positive growth, with a cumulative increase of 5.6% for the first five months.

宝成重要子公司裕元工业累计前五月自结营收为34.01亿美元、年增0.9%，其中制鞋业务累计营收年增5.6%，呈现稳健增长趋势。

Pou Chen’s key subsidiary Yue Yuen Industrial reported cumulative revenue of US$3.401 billion for the first five months, a year-over-year increase of 0.9%. Specifically, revenue from its footwear segment increased by 5.6%, showing a steady growth trend.

中杰不讳言，中美摩擦升温，自第2季起已对出货造成影响，目前品牌端对零售市场仍保持观望，但中杰已积极接洽新品牌客户，预期下半年可望有少量贡献，仍乐观看待中长期产业景气，力拚十年内达成年出货量逾8,000万双的倍增目标。

Zhongjie openly acknowledged that increasing U.S.-China tensions have affected shipments since the second quarter, and brands remain cautious about the retail market. Nonetheless, Zhongjie has actively engaged new brand customers and expects a modest contribution in the second half. The company remains optimistic about the medium-to-long-term industry outlook and aims to double its annual shipment volume to over 80 million pairs within ten years.

来亿自结5月合并营收35.80亿元、年增1.3%;累计前五月合并营收179.02亿元、年增25.2%。来亿印尼厂去年5月小量投产，预计今年放量;因Adidas订单增长，来亿将投资1亿美元在印尼设立第三座亿宥厂，预计明年逐步投产。

Laiyi reported consolidated revenue of NT$3.580 billion in May, up 1.3% year-over-year. Cumulative consolidated revenue for the first five months reached NT$17.902 billion, a year-over-year increase of 25.2%. Laiyi’s Indonesian factory began small-scale production last May and is expected to ramp up this year. Due to increased orders from Adidas, Laiyi will invest US$100 million to establish its third Yiyou plant in Indonesia, which is expected to begin gradual production next year.