美银证券发布研报称，由于申洲国际（02313）2025年业绩未达预期，对毛利率预测采取更审慎的态度，因此将2026及27财年每股盈测各下调9%及6%。目前预测2026年每股盈利增长将趋于平缓，且2026年上半年将出现年同比下滑。该行将目标价由71.8港元下调10%至64.6港元，但基于蕴藏重大价值与高股息率，重申“买入”评级。自2025年以来，该股表现较恒生指数跑输42%，目前市盈率为10.8倍，处于十年低点，并提供约5.5%的股息率，受稳健现金流及逾130亿人民币净现金的支持。
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