【晨星：美国关税上调可能影响部分亚洲运动服装品牌】金十数据4月3日讯，晨星分析师Ivan Su表示，如果美国提高的关税成为永久性的，可能会影响一些亚洲运动服装品牌。额外关税将对包括申洲国际(02313.HK)、亚玛芬体育（AS.US）和ASICS亚瑟士（ASCCY.US）在内的部分运动服装公司构成挑战。他写道，申洲国际是主要运动服装品牌的主要供应商，其17%的收入来自美国，其大部分产品在越南生产。如果申洲国际与客户平分更高的关税成本，那么在最坏的情况下，将对收益产生20%的影响。与此同时，由于亚玛芬体育和亚瑟士在美国的利润率低于集团平均水平，晨星估计，亚玛芬体育和亚瑟士的收益影响将分别限制在15%和10%之间。
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