智通财经APP获悉，申洲国际(02313)盘中涨超8%，截至发稿，涨7.08%，报63.5港元，成交额6.43亿港元。
国信证券指出，1月越南纺织品和鞋类出口在高基数基础上分别同比增长3.4%和2.7%，维持正向增长；成衣代工厂聚阳、儒鸿1月营收表现亮眼，当前订单能见度高、2025年预期乐观，纺织制造行业维持高景气度。其中聚阳1月营收创同期新高，主要由于美国客户在关税前积极拉货，管理层表示2025年订单量有望向上，具体幅度有待特朗普上任政策明朗化后进行评估。
瑞银此前指出，考虑到主要客户Nike恢复增长动能需时，将公司2025及2026年销售额预测下调2.3%及6%，并将2024至2026年盈利预测下调3%至10%。该行认为申洲可能会更积极地从其他客户着手，争取更多市场份额，预测今年订单增幅可维持在10%以上，同时憧憬其客户2025年下半年及2026年的逐步复苏，可能会成为股价正面催化剂。
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