异动解读｜申洲国际盘中上涨3.36%，中期业绩利空消化后获多家投行维持买入评级

行情直击09-01

9月1日，申洲国际盘中上涨3.36%，报36.3港元，成交额3.16亿港元。此前股价连续下挫触及52周新低35.0港元，市场对中期业绩利空的消化或已接近尾声。

消息面上，公司8月25日发布中期业绩，上半年收入141.79亿元同比降5.3%，归母净利润19.05亿元同比降40%，毛利率下滑4.5个百分点至22.6%，主因人民币升值、人工及原材料成本上涨、汇兑亏损5.06亿元等多重压力。业绩发布后，野村（目标价63.8港元）、中金（52.76港元）、美银（49.6港元）等多家投行维持买入或跑赢行业评级，认为当前估值约10倍PE、股息率逾7%已较充分反映利空，下半年订单有望环比改善。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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