港股異動 | 申洲國際(2313.HK)漲超4% 投行指寧波疫情對集團影響較小
格隆匯1月13日丨申洲國際(2313.HK)漲4.3%,報149.9港元,總市值2252億港元。大和料寧波疫情對集團層面整體產能影響僅1%至2%,並被春節間“在地過年”政策下額外七個工作日所部分抵銷。中金指出,雖然國內基地的短期停工對生產經營帶來一定影響,但申洲國際的長期發展空間依然值得看好。另外,申洲國際也考慮在印尼等地新建生產基地,均衡的海內外產能佈局和較高的管理水平使公司具備更高的行業穩定性。

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