《大行報告》花旗:申洲國際(02313.HK)寧波部分生產基地短期停產 股價調整爲良好買入機會
花旗發表報告,申洲國際(02313.HK)鑑於近期寧波生產基地所在區域發生的疫情部分短期停產,根據過往記錄,股價或會出現調整,但認爲波動不會很大,並視作良好買入機會。
報告指,暫時10宗確診病例均來自北侖區大型企業申洲針織有限公司,當地政府已展開大型核酸測試,相對於寧波工廠超過4.5萬名員工而言,目前感染病例數量非常少,認爲即使暫停生產,也只是短期內的事情。而在上次柬埔寨和越南工廠的臨時停工中,股價僅溫和地修正了2%至4%。
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