异动解读|申洲国际盘中下跌3.08%,服装板块集体承压南向资金持续流出

行情直击
Jun 03

6月3日,申洲国际盘中下跌3.08%,报45.36港元/股,成交额1.99亿港元。

消息面上,服装、服饰与奢侈品板块整体走弱,李宁跌5.82%、老铺黄金跌4.27%、新秀丽跌2.78%、安踏体育跌2.55%、波司登跌2.19%,行业个股普遍承压。此外,南向资金近期持续减持申洲国际,近5个交易日累计净减持超367万股,持股比例降至7.82%。

基本面方面,公司此前披露年报显示,全年营收约310亿元人民币,同比增长8.1%,但毛利率同比下降1.8个百分点至26.3%,归母净利润同比下降6.7%,主因劳动成本上涨、为客户分担美国市场部分进口关税及人民币升值侵蚀盈利。多家大行此前下调目标价,瑞银降至50港元,星展降至62.6港元。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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