智通财经APP获悉，运动鞋服代工股午后涨幅扩大。截至发稿，晶苑国际(02232)涨8.81%，报7.29港元；申洲国际(02313)涨5.1%，报71.15港元。
广发证券发布研报称，从短期看，运动鞋服代工行业下游需求有望逐步回暖，此外，若耐克业绩在2026财年实现反转，则产业链上游相关运动鞋服代工龙头公司有望受益，从中长期看，运动鞋服行业市场空间大，景气度高，运动鞋服代工行业龙头公司竞争力强，下游客户质量优秀，老客户渗透率提升，新客户不断开拓，且产能稳步拓展，看好未来中长期业绩有望保持稳健增长。
申万宏源则表示，受中美关税博弈和产业链重构影响，10月我国纺织服装出口额223亿美元，同比下滑13%，其中纺织品/服装出口额113/110亿美元，同比下滑9%/下滑16%，出口整体承压。10月30日美方宣布将取消针对中国加征的10%芬太尼关税，暂停一年24%对等关税，中美经贸磋商利好，出口链有望逐步修复，推荐运动制造及无纺布板块。
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