根据2026年2月25日披露数据，VITASOY INT'L（00345）、恆生科技ETF（03032）、永升服务 （01995）港股通持股占比增加值最大，分别增加0.09%、0.04%、0.01%；南方恆生科技（03033）、医 渡科技（02158）、盈富基金（02800）港股通持股占比减少值最大，分别减 少-0.14%、-0.03%、-0.02%。 2、港股通最新日占比减持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 南方恆生科技(03033) | -0.14% | 68.87% | | 医渡科技(02158) | -0.03% | 22.59% | | 盈富基金(02800) | -0.02% | 3.49% | | 碧桂园(02007) | -0.01% | 17.75% | | 南方恆生生科(03174) | 0.00% | 0.36% | 在最近有统计数据的5个交易日内，南方东西精选（03441）、喜相逢集团（02473）、兆易创新 （03986）港股通持股占比增加值最大，分别增加18.46%、10.04%、4.95%；山东墨龙（0 ...

最新定期报告显示，港股消费ETF银华（159735）重仓股包括泡泡玛特、百胜中国、安踏体育、农夫山 泉、万洲国际、海尔智家、申洲国际、美的集团、李宁、蒙牛乳业，持仓占比如下。 股票代码股票名称持仓占比持仓股数（股）持仓市值（元）09992泡泡玛特10.42%44.64万7568.02万 09987百胜中国9.09%19.83万6601.94万02020安踏体育7.76%77.46万5635.55万09633农夫山泉6.50%111.58 万4720.60万00288万洲国际5.37%497.60万3896.66万06690海尔智家4.78%158.18万3468.92万02313申洲国 际3.80%49.97万2762.19万00300美的集团3.80%35.99万2761.46万02331李宁3.33%143.20万2414.80万 02319蒙牛乳业3.20%172.50万2323.06万 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com. ...

申洲国际集团控股有限公司是一家主要从事生产和销售针织服装产品的投资控股公司。该公司的主营业 务是从事以代工（OEM）及委托设计（ODM）相结合的方式为客户制造针织品。该公司的产品类别包 括运动类、休闲类、内衣类等其他针织品产品。该公司通过其子公司还从事贸易业务和物业管理业务。 该公司主要在国内和国外市场开展其业务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，2月23日南向资金增持1.72万股申洲国际（02313.HK）。近5个交易日中，获南向资金增 持的有3天，累计净增持96.71万股。近20个交易日中，获南向资金减持的有11天，累计净减持165.51万 股。截至目前，南向资金持有申洲国际（02313.HK）1.04亿股，占公司已发行普通股的6.88%。 ...

紫金矿业涨5.347%，蔚来-SW涨5.290%，美团-W涨5.263%，中芯国际涨5.022%，申洲国际涨4.921%， 比亚迪股份涨4.872%，信义光能涨4.816%。 来源：滚动播报 ...

客户端 申洲国际（02313）午后股价上涨4.76%，现报66港元，成交额2.165亿港元。 近日，据市场媒体报道，鞋材大厂日胜化年前（2025年）法说会上指出，随下半年Nike等国际大厂鞋材 订单回温，加上新产品今年陆续发酵，营收、获利均看正向。花旗此前表示，耐克指引2026财年第三季 收入将有低单位数下跌，符合市场预期的下跌1%。在第二财季业绩中，北美市场呈现强劲复苏，收入 上升9%，主要由批发业务增长24%带动，但增长很大程度上被大中华区收入下跌16%所抵消。该行认为 若申洲国际股价因耐克的谨慎展望而出现回调，将会是更好的买入机会。 客户端 申洲国际（02313）午后股价上涨4.76%，现报66港元，成交额2.165亿港元。 近日，据市场媒体报道，鞋材大厂日胜化年前（2025年）法说会上指出，随下半年Nike等国际大厂鞋材 订单回温，加上新产品今年陆续发酵，营收、获利均看正向。花旗此前表示，耐克指引2026财年第三季 收入将有低单位数下跌，符合市场预期的下跌1%。在第二财季业绩中，北美市场呈现强劲复苏，收入 上升9%，主要由批发业务增长24%带动，但增长很大程度上被大中华区收入下跌16%所抵消。该行认为 ...

智通财经APP获悉，申洲国际(02313)涨超4%，截至发稿，涨4.6%，报65.9港元，成交额2亿港元。 该行续指，申洲国际管理层近期已给予保守预期，料2025年下半年销量增长放缓至中单位数，低于该行 先前预期的高单位数。该行认为，管理层预测已大致反映耐克谨慎前景所带来的影响。不过，该行预期 耐克对申洲国际2026年的销售订单将持平，而非下跌。基于四大客户的订单能见度，申洲国际在2026年 仍有望实现高单位数销量增长。 消息面上，近日，据市场媒体报道，鞋材大厂日胜化年前(2025年)法说会上指出，随下半年Nike等国际 大厂鞋材订单回温，加上新产品今年陆续发酵，营收、获利均看正向。花旗此前表示，耐克指引2026财 年第三季收入将有低单位数下跌，符合市场预期的下跌1%。在第二财季业绩中，北美市场呈现强劲复 苏，收入上升9%，主要由批发业务增长24%带动，但增长很大程度上被大中华区收入下跌16%所抵消。 该行认为若申洲国际股价因耐克的谨慎展望而出现回调，将会是更好的买入机会。 ...

香港联交所最新资料显示，2月12日，Schroders PLC减持申洲国际(02313)70.69万股，每股作价63.1557 港元，总金额约为4464.48万港元。减持后最新持股数目约为1.2亿股，最新持股比例为7.97%。 ...

Core Viewpoint - Schroders PLC has reduced its stake in Shenzhou International (02313) by selling 706,900 shares at a price of HKD 63.1557 per share, totaling approximately HKD 44.6448 million, resulting in a new holding of about 120 million shares, representing 7.97% of the company [1] Group 1 - Schroders PLC sold 706,900 shares of Shenzhou International on February 12 [1] - The sale price per share was HKD 63.1557, leading to a total transaction value of approximately HKD 44.6448 million [1] - After the reduction, Schroders PLC's remaining shares in Shenzhou International are approximately 120 million, equating to a holding percentage of 7.97% [1]

Core Viewpoint - The Hong Kong Consumption ETF (159735) has shown positive growth in both share count and fund size since the beginning of the year, indicating increased investor interest and market activity [1][2]. Group 1: Fund Performance - As of February 12, 2023, the Hong Kong Consumption ETF has a total share count of 1.09 billion and a total size of 941 million yuan [1]. - The fund's share count has increased by 18.49% and its size has grown by 29.67% since December 31, 2022, when the share count was 920 million and the size was 726 million yuan [1]. Group 2: Trading Activity - The cumulative trading amount for the Hong Kong Consumption ETF over the last 20 trading days is 1.973 billion yuan, with an average daily trading amount of 98.67 million yuan [1]. - In the year to date, the cumulative trading amount over 30 trading days is 2.655 billion yuan, with an average daily trading amount of 88.51 million yuan [1]. Group 3: Fund Management - The current fund manager of the Hong Kong Consumption ETF is Li Yixuan, who has managed the fund since its inception on May 25, 2021, with a return of -12.98% during the management period [2]. - The fund's top holdings include Pop Mart, Yum China, Anta Sports, Nongfu Spring, WH Group, Haier Smart Home, Shenzhou International, Midea Group, Li Ning, and Mengniu Dairy, with varying ownership percentages [2].

Market Overview - The textile and apparel sector in A-shares has outperformed the broader market since February, with the textile manufacturing segment rising by 3.6% compared to a 2.0% increase in brand apparel [11] - The Hong Kong textile and apparel index has increased by 4.4% since February, also outperforming the market [11] - Notable companies with significant stock price increases include Under Armour (14.9%), Amer Sports (9.7%), and Jiangnan Buyi (9.6%) [11] Brand Apparel Insights - In December, the year-on-year growth of clothing retail sales was 0.6%, with a slowdown in growth compared to previous months [5] - January saw a 32.5% decline in operating income for sports retailer BaoSheng International, indicating pressure on overall clothing retail [5] - E-commerce sales rebounded in January, driven by promotional activities and pre-Spring Festival purchasing [5] - Outdoor apparel categories showed strong growth, with year-on-year increases of 17% for outdoor clothing and 5% for sports apparel [5] - Leading brands in growth include Lululemon (47%), Descente (29%), and Adidas (16%) in the sports apparel segment [5] Textile Manufacturing Insights - Vietnam's textile exports increased by 8.3% year-on-year in January, while footwear exports rose by 7.8% [5] - The macroeconomic environment shows mixed signals, with PMI in Indonesia and India rising, while Vietnam's PMI decreased slightly but remains above 50 [5] - Wool prices have increased by 15.3% since the beginning of the year, with a year-on-year increase of 54.9% as of February 5 [5] - Taiwanese companies are experiencing short-term revenue pressure but show optimistic growth prospects, particularly with the upcoming 2026 World Cup driving demand for football-related products [5] Company Performance Forecasts - Several companies in the textile and apparel sector, including Bailong Dongfang and Tianhong International, are expected to see net profit growth of over 40% [2] - Key drivers for profit growth include increased order volumes, improved capacity utilization, and lower raw material costs [2] - Le Xin Outdoor, a leading global fishing gear manufacturer, is projected to maintain a 23.1% market share in 2024 [2] Investment Recommendations - The report suggests focusing on brands that are likely to benefit from the Spring Festival sales surge and the performance elasticity of upstream suppliers [5] - High-end consumer recovery is anticipated, particularly in the light luxury sports and outdoor segments [5] - Companies such as Anta Sports, Li Ning, and Xtep International are recommended for their strong positioning in the market [5] - The report highlights the importance of the upcoming 2026 World Cup in driving orders for sports apparel and footwear [5]