港股异动|申洲国际再创历史新高美国不再对中国出口产品加征新的关税
格隆汇7月2日丨申洲国际(2313.HK)涨3.72%,报111.4港元,股价再创历史新高,成交2.28亿港元,总市值1674.6亿港元。据格隆汇APP数据显示,自今年5月以来,南下资金买入明显,持仓比例由1%以下升至目前的1.45%。此前,美国贸易代表办公室发布公告,拟对从中国进口的约3000亿美元的商品加征25%关税,涉及服装鞋靴等商品,贸易摩擦事件引发市场对出口板块担忧,公司股价受此拖累累跌达到15%。在上周末举行的中美元首会晤中,国家主席习近平和美国总统特朗普同意,中美双方重启经贸磋商。美方表示不再对中国出口产品加征新的关税。从长期来看,持续的贸易摩擦将进一步提升全行业的经营成本,加快产能退出,同时各大品牌商也在主动的整合供应链,抢占优质供应资源,公司的核心竞争力将促使自身持续受益于龙头集中。
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