光大证券：申洲国际(02313)业绩低于预期下调盈利预测估值已处低位仍予“买入”

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智通财经APP获悉，光大证券发布研报称，2025年申洲国际(02313)受到外部宏观环境以及汇率等多方面影响，业绩面临压力。于产能建设方面，公司按部就班推进，2025 年末越南第二面料工厂已完成生产主体土建工程及部分设备安装，投产后将缓解海外成衣工厂扩产后面料供应紧张的局面。柬埔寨新建成衣工厂计划聘用6000名员工，已完成招工约5400人，生产效率已达正常水平的约85%，新工厂的产能爬坡和效率提升...

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年末越南第二面料工厂已完成生产主体土建工程及部分设备安装，投产后将缓解海外成衣工厂扩产后面料供应紧张的局面。柬埔寨新建成衣工厂计划聘用6000名员工，已完成招工约5400人，生产效率已达正常水平的约85%，新工厂的产能爬坡和效率提升...</p>\n\n<a 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光大证券：申洲国际(02313)业绩低于预期 下调盈利预测 估值已处低位仍予“买入”

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光大证券：申洲国际(02313)业绩低于预期下调盈利预测估值已处低位仍予“买入”