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《大行报告》大摩:美或将禁入口中国新疆棉花料对申洲(02313.HK)无影响
阿思达克 09-09 10:31
摩根士丹利发表研究报告,指因应美国或对新强出口的棉花实施禁令,并禁止以相关棉花制的衣物入口,将影响制衣业供应链,因目前行业约85%棉花来自新强,并占自中国入口美国衣物的30%,不过目前未有详情。

该行指,在查询後,指申洲(02313.HK)未有影响,因其早前已接获客户和规管要求,故自2020年起,公司已没有出口来自中国厂房的产品至美国,同时公司亦未有使用来自新强的棉花,目前主要来自澳洲,故自越南出厂的产品无影响。

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