智通财经APP获悉，申洲国际(02313)再跌超4%，近三个交易日累跌26%。截至发稿，跌4.03%，报45.25港元，成交额7.82亿港元。
消息面上，中信证券表示，尽管纺服行业作为长期以来贸易摩擦聚焦的行业之一，本轮“对等关税”方案的力度和广度仍超出市场预期，带来近期上游OEM&下游品牌公司股价的集中回调。大摩指出，对于服装类的OEM，该行看好申洲国际的高利润，且相对于其他OEM，其对美国市场的收入敞口较低。
大和发布研报称，提及美国宣布对大多数存在贸易逆差的国家实施较预期更高的报复性关税，包括对越南及柬埔寨分别实施46%及49%的报复性关税，而这两个国家是申洲国际所有海外业务的基地，将2025至2027财年的每股盈利预测下调2%至5%，目标价由92港元下调至90港元，维持“买入”评级。
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