智通财经APP获悉，申洲国际(02313)涨近3%，截至发稿，涨2.68%，报61.3港元，成交额6669.12万港元。
消息面上，耐克第二财季营收123.5亿美元，预期121.3亿美元；毛利润率43.6%，预期43.1%；库存79.8亿美元，预期76.5亿美元；总体耐克品牌营收119.5亿美元，预期116.4亿美元。耐克美股盘后涨超10%。据悉，耐克为申洲国际第一大客户，占比达到31.1%。
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%+。
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