《大行》摩通升申洲(02313.HK)目标价至60元 料下半年收入增长改善

阿斯达克财经
Sep 10

摩通发表报告,料申洲国际(02313.HK) 已度过疲弱上半年,下半年收入增长将改善,盈利大致企稳,并于2027年迎来更实质盈利复苏,惟毛利率修复步伐仍是关键变数。摩通指,公司2026年上半年盈利按年跌40%,处于盈利预警中位,主因收入跌5%、毛利率收缩4.5个百分点,以及录得5.06亿元人民币汇兑亏损,对比去年同期收益1.26亿元人民币。运动服装为主要拖累,受Nike及Puma订单疲弱影响,销售...

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