汇丰研究发表研究报告指,新秀丽(1910.HK)年初至今销售表现落后于旅游需求,可能反映中国及美国等关键市场消费者趋向谨慎消费而缩减开支所致。谈及关税政策的影响,该行指出,新秀丽2024年自有产能占总产能约15%,其余85%为外包,主要来自中国及东南亚,去年度对美供应中有约15%来自中国生产线,管理层预计至今年底占比将降至低单位数。汇丰研究估算来自关税政策的年度影响将介乎4,000万至6,000...
Source Link汇丰研究发表研究报告指,新秀丽(1910.HK)年初至今销售表现落后于旅游需求,可能反映中国及美国等关键市场消费者趋向谨慎消费而缩减开支所致。谈及关税政策的影响,该行指出,新秀丽2024年自有产能占总产能约15%,其余85%为外包,主要来自中国及东南亚,去年度对美供应中有约15%来自中国生产线,管理层预计至今年底占比将降至低单位数。汇丰研究估算来自关税政策的年度影响将介乎4,000万至6,000...
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