异动解读|申洲国际盘中上涨3.18%,Nike毛利率扩张预期提振供应链信心

行情直击
Jul 03

7月3日,申洲国际盘中上涨3.18%,报42.08港元/股,成交额1.39亿港元。

消息面上,Nike预期27财年首季度毛利率扩张,作为Nike核心供应商之一,申洲国际受益于下游品牌盈利改善预期。此外,公司凭借平衡客户组合(Adidas及Uniqlo增速或达双位数)持续驱动盈利增长,花旗此前预期公司全年订单仍有望实现中个位数增长。摩根大通于6月中旬增持131万股,显示机构资金对当前估值的认可。

申洲国际所在的服装、服饰与奢侈品行业中,老铺黄金涨7.93%,安踏体育涨1.92%,新秀丽涨0.80%,波司登涨0.68%,李宁涨0.52%。

(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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