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　　申洲国际（02313）早盘一度涨近5%，暂时领涨蓝筹股，截至发稿，股价上涨3.61%，现报58.90港元，成交额6790.67万港元。

　　国信证券指出，纺织制造行业4月受关税政策影响股价有较大波动，实际供应链承担能力极其有限，如全面加征关税将主要由美消费者承担，且产业回美可能很低，后续存在关税豁免可能；如按极限情况推演，对板块对美敞口低、净利率高和产能供不应求的公司影响非常有限。近期贸易摩擦、关税政策缓和，建议重点关注反弹空间大、基本面韧性强，在高度成熟的行业中大浪淘沙出的高盈利高壁垒公司，重点推荐对美敞口最低净利率高影响最小的申洲国际。

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