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　　申洲国际（02313）午前涨超3%，截至发稿，股价上涨3.32%，现报46.70港元，成交额1.12亿港元。

　　花旗发布研报称，尽管大部分鞋类代工厂（ODMs）首季业绩欠佳，但服装ODMs表现普遍较好，其中申洲国际仍是行业首选。报告指出，预期申洲今年订单仍有望实现中个位数增长，与2025年业绩后公布的指引一致。Adidas和Uniqlo将是增长最强劲的两大客户，增速或达双位数，足以超过其余大部分客户。

　　花旗分析认为，今年申洲国际毛利率扩张幅度可能温和，因正面及负面因素相互抵消。正面因素包括柬埔寨厂房去年招聘约7，000名新工人后，今年效率将提升；Nike及Adidas的产品组合升级至更多功能性运动服；Adidas足球球衣全年贡献及较高定价。

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