智通财经APP获悉，申洲国际(02313)涨超6%，截至发稿，涨6.08%，报65.4港元，成交额3.29亿港元。
消息面上，北京时间2025年10月1日凌晨，耐克公布2026财年第一季度财报。财报显示，耐克本季度营收达到117亿美元，高于市场预期的110.2亿美元，在报告基础上较去年同期增长1%，毛利率为42.2%，高出市场预期的41.7%。每股收益为0.49美元，高出市场预期的0.27美元。北美、欧洲、中东和非洲市场营收同比全面增长，大中华区库存同比下降了11%，调整库存已经有所成效。
银河证券指出，申洲国际客户群体覆盖运动、休闲服装品牌，2024年NIKE、ADIDAS、UNIQLO、PUMA四大客户合计贡献年度总营收的80.7%，稳固核心业务基本盘。近年公司持续拓展新客户，与lululemon、Lacoste新达成合作。同时，公司通过专用工厂模式与研发协同深度绑定客户，为客户提供采用涵盖面料研发至成衣制造的全产业链ODM“一站式”服务模式。
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