港股異動 | 申洲國際(2313.HK)漲近6%破頂 主要客户近期銷量急升
格隆匯1月25日丨申洲國際(2313.HK)漲近6%,報164港元,高見168.4港元刷新歷史新高,總市值2465港元。野村發表報吿,預計2021年上半年申洲國際的訂單量有望快速增長,主要是申洲的主要客户在最近幾個月的銷量均錄得顯著回升;此外,孟加拉、斯里蘭卡和約旦生產的布料運往越南和中國的物流有所恢復,這將進一步提振申洲國際的訂單情況。瑞信早前發表報吿,認為健康意識增強,及品牌直接至顧客(DTC)渠道轉移加速等的長期趨勢,在疫情過後將可推動運動服飾行業復甦,估計申洲國際未來兩年的產能可額外增加15%,帶動收入增長。瑞信將其目標價由149港元升至177港元,評級維持“跑贏大市”。

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