港股异动 | 申洲国际(02313)涨超3% 花旗指首季度服装ODMs业绩表现普遍较好料年内公司毛利率温和扩张_老虎社区_美港股上老虎

港股异动 | 申洲国际(02313)涨超3% 花旗指首季度服装ODMs业绩表现普遍较好料年内公司毛利率温和扩张

智通财经05-21

智通财经APP获悉，申洲国际(02313)涨超3%，截至发稿，涨4.73%，报1.55港元，成交额2677.01万港元。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...

网页链接

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。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2637068398?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-05-21 11:44","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2637068398","market":"hk","top_or_hot":-1,"title":"港股异动 | 申洲国际(02313)涨超3% 花旗指首季度服装ODMs业绩表现普遍较好 料年内公司毛利率温和扩张","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，申洲国际(02313)涨超3%，截至发稿，涨4.73%，报1.55港元，成交额2677.01万港元。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...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1444362.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 申洲国际(02313)涨超3% 花旗指首季度服装ODMs业绩表现普遍较好 料年内公司毛利率温和扩张</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 申洲国际(02313)涨超3% 花旗指首季度服装ODMs业绩表现普遍较好 料年内公司毛利率温和扩张\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-21 11:44 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1444362.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，申洲国际(02313)涨超3%，截至发稿，涨4.73%，报1.55港元，成交额2677.01万港元。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...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1444362.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0320765646.SGD","symbol_name":"FTIF - Franklin Income A MDIS SGD-H1","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1444362.html","article_id":"2637068398","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2637068398","pubTimestamp":1779335076,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，申洲国际涨超3%，截至发稿，涨4.73%，报1.55港元，成交额2677.01万港元。花旗发布研报称，尽管大部分鞋类代工厂首季业绩欠佳，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。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","BK4504":"桥水持仓","LU0106831901.USD":"贝莱德世界金融基金A2","VXUS":"国际股票ETF-Vanguard","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1102505929.USD":"FIDELITY SUSTAINABLE EMERGING MARKETS EQUITY  \"A\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","02313":"申洲国际","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4207":"综合性银行","LU0140636845.USD":"施罗德大中华区股票A Acc","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","IE00BGHQDM52.EUR":"GUINNESS ASIAN EQUITY INCOME \"C\" (EUR) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU0359201612.USD":"贝莱德中国基金A2","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4534":"瑞士信贷持仓","IE0008368742.USD":"首域中国增长基金I Acc","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK1521":"挪威政府全球养老基金持仓"},"translate_title":"Changes in Hong Kong stocks | Shenzhou International (02313) rose by more than 3%. Citi pointed to the generally good performance of apparel ODMs in the first quarter. It is expected that the company's gross profit margin will expand moderately during the year.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02313":1.5,"VXUS":1.5},"content_text":"智通财经APP获悉，申洲国际(02313)涨超3%，截至发稿，涨4.73%，报1.55港元，成交额2677.01万港元。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。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}