异动解读|申洲国际盘中上涨3.02%,Nike业绩利好持续提振供应链信心

行情直击
Jul 16

7月16日,申洲国际盘中上涨3.02%,报44.36港元/股,成交额1.63亿港元。

消息面上,公司第二大客户Nike此前公布优于预期的5月底止财年第四季业绩,并预期新财年首季度毛利率扩张,带动申洲国际近期持续反弹。花旗研报指出,申洲国际今年订单仍有望实现中个位数增长,Adidas和Uniqlo将是增长最强劲的两大客户,增速或达双位数,公司平衡客户组合持续驱动盈利增长。当前股价经历前期调整后处于估值低位区间,多家大行维持"买入"评级,Nike业绩回暖为供应链龙头提供基本面支撑。

(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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