智通财经APP获悉，服饰股早盘大幅下挫，晶苑国际(02232)跌20.07%，报4.7港元；九兴控股(01836)跌15.07%，报14.76港元；申洲国际(02313)跌13.18%，报53.7港元；新秀丽(01910)跌5.88%，报17.3港元。
消息面上，4月2日，美国总统特朗普在白宫宣布对贸易伙伴征收所谓的“对等关税”措施。特朗普展示的图表显示，对欧盟的关税为20%，对英国进口产品征收10%关税，对瑞士进口产品征收31%关税，对从印度进口的产品征收26%关税，对韩国产品征收25%关税，对日本进口产品征收24%关税，对泰国产品征收36%关税，对越南产品征收46%关税，对柬埔寨产品征收49%关税。
中信证券此前研报指出，纺服行业作为贸易摩擦聚焦的行业之一，去年下半年来已对加征关税的不同情境进行了交易。但我们判断，特朗普最新的“对等关税”方案存在预期差：由于将考虑各国关税税率、市场准入、贸易壁垒等因素，或将使美国对东南亚及南亚各国关税政策存在一定差异。制造端来看，头部企业产能布局持续调整应对关税扰动，但方案实施带来的不同产地关税差异，或将带来代工厂订单分化表现，同时若本次由代工厂部分分摊关税，或将对毛利率带来一定冲击。
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