港股異動 | 投行指疫情不會阻礙上升週期 申洲國際(2313.HK)逆勢升超5%
格隆匯1月5日丨申洲國際(2313.HK)逆勢拉昇漲5.19%,為最佳恆指成分股。報145.9港元,成交額放大至3.22億港元,總市值2189億港元。近期公司寧波生產基地所在區域發生疫情,預計位於寧波市北侖區的部分生產基地將受到短期停產的影響。大摩則在報吿中指出,申洲國際旗下寧波部分廠房因爆發疫情短期停產,但鑑於海外產能的恢覆生產及終端需求仍然強勁,該行認為不會阻礙申洲國際今年的上升週期。天風證券維持申洲國際“買入”評級,疫情造成的國內成衣產能短期承壓後續或以加班方式彌補;東方證券則給予其“買入”評級,目標價179.30港元。但遭到高盛,瑞信下調目標價。

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