智通财经APP获悉，出口股早盘承压低开，截至发稿，申洲国际(02313)跌10.19%，报55.55港元；创科实业(00669)跌5.49%，报88.65港元；海尔智家(06690)跌5.22%，报23.6港元；敏华控股(01999)跌3.72%，报4.4港元。
消息面上，据央视新闻消息，当地时间4月2日，美国白宫发表声明称，美国总统特朗普当日宣布国家紧急状态，以提高美国的竞争优势，保护美国主权，并加强美国国家和经济安全。声明称，特朗普将对所有国家征收10%的“基准关税”，该关税将于美国东部时间4月5日凌晨0时01分生效。此外，特朗普将对美国贸易逆差最大的国家征收个性化的更高“对等关税”，该关税将于美国东部时间4月9日凌晨0时01分生效，所有其他国家将继续遵守原有的10%关税基准。
德银近期研报指出，申洲国际去年收入及盈利均胜预期，但管理层预期今年毛利率将表现稳定，指引较市场预期逊色，加上潜在的关税提升带来风险，相应将今明两年纯利预测分别下调2%及3%，今年盈利预测下调1%，目标价从94港元下调至76港元。
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