智通财经APP获悉，晶苑国际(02232)一度涨超8%，截至发稿，涨4.54%，报4.84港元，成交额7258.74万港元。
消息面上，北京时间7月2日晚间，美国总统特朗普宣布，已与越南达成一项贸易协议。根据特朗普周三在社交媒体上的声明，依据该协议，越南出口至美国的商品，将需向美国缴纳20%的关税，而所谓“转口“贸易的商品则将被征收40%的关税。同时，特朗普称，越南已同意取消对美国进口商品的所有关税。据了解，越南是纺织品和运动服装的重要供应国，耐克、Gap等品牌在该国设厂。
长江证券近期指出，晶苑国际为全球服装代工行业的先驱者，产品矩阵相较同业更为多元均衡。当前已与优衣库、GAP、Levi’s、UA等多个头部品牌客户建立深度合作。展望来看，收入端，公司产能布局调整趋于稳定，下游老客品类扩张&份额提升叠加运动新客拓展带来订单增量，有望在三年内维持双位数以上增长；利润端，受益于自动化能力提升的降本增效以及一体化带来的毛利率提升，业绩增速预期高于收入。
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