智通财经APP获悉，申洲国际(02313)涨超4%，截至发稿，涨4.6%，报65.9港元，成交额2亿港元。
消息面上，近日，据市场媒体报道，鞋材大厂日胜化年前(2025年)法说会上指出，随下半年Nike等国际大厂鞋材订单回温，加上新产品今年陆续发酵，营收、获利均看正向。花旗此前表示，耐克指引2026财年第三季收入将有低单位数下跌，符合市场预期的下跌1%。在第二财季业绩中，北美市场呈现强劲复苏，收入上升9%，主要由批发业务增长24%带动，但增长很大程度上被大中华区收入下跌16%所抵消。该行认为若申洲国际股价因耐克的谨慎展望而出现回调，将会是更好的买入机会。
该行续指，申洲国际管理层近期已给予保守预期，料2025年下半年销量增长放缓至中单位数，低于该行先前预期的高单位数。该行认为，管理层预测已大致反映耐克谨慎前景所带来的影响。不过，该行预期耐克对申洲国际2026年的销售订单将持平，而非下跌。基于四大客户的订单能见度，申洲国际在2026年仍有望实现高单位数销量增长。
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