Group 1 - The core point of the article highlights that southbound funds have increased their holdings in Shenzhou International (02313.HK) by 150,100 shares on March 2, with a total net increase of 1,578,700 shares over the past five trading days [1] - Over the last 20 trading days, southbound funds have increased their holdings on 12 occasions, resulting in a cumulative net increase of 443,700 shares [1] - As of now, southbound funds hold 10.4 million shares of Shenzhou International, accounting for 6.93% of the company's total issued ordinary shares [1] Group 2 - Shenzhou International Group Holdings Limited primarily engages in the production and sale of knitted apparel products, operating as an investment holding company [1] - The company's main business involves manufacturing knitted products for clients through a combination of Original Equipment Manufacturing (OEM) and Original Design Manufacturing (ODM) [1] - The product categories include sportswear, casual wear, underwear, and other knitted products, with operations conducted in both domestic and international markets [1]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年2月28日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 申洲國際集團控股有限公司 (於開曼群島註冊成立的有限公司) 呈交日期: 2026年3月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02313 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 3,000,000,000 | HKD | | 0.1 HKD | | 300,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 3,000,000,000 | HKD | | 0.1 HKD | | 300,000,000 | 本月底 ...

Group 1 - The core viewpoint of the article highlights that southbound funds have increased their holdings in Shenzhou International (02313.HK) by 17,200 shares on February 23, indicating a positive trend in investment interest [1] - Over the past five trading days, there have been three days of net increases in holdings by southbound funds, totaling 967,100 shares [1] - In the last 20 trading days, there were 11 days of net reductions in holdings by southbound funds, amounting to a total decrease of 1,655,100 shares [1] Group 2 - As of now, southbound funds hold 10.4 million shares of Shenzhou International, which represents 6.88% of the company's total issued ordinary shares [1] - Shenzhou International Group Holdings Limited primarily engages in the production and sale of knitted apparel products, operating as an investment holding company [1] - The company's main business involves manufacturing knitted products for clients through a combination of Original Equipment Manufacturing (OEM) and Original Design Manufacturing (ODM) [1] - The product categories include sportswear, casual wear, underwear, and other knitted products, with operations in both domestic and international markets [1]

Core Viewpoint - The stock price of Shenzhou International (02313) increased by 4.76% to HKD 66, with a trading volume of HKD 216.5 million, following positive market sentiment regarding upcoming orders from major brands like Nike [2][4] Group 1: Company Performance - Shenzhou International's management has provided conservative expectations, anticipating a slowdown in sales growth to mid-single digits in the second half of 2025, lower than previous high-single digit forecasts [2][4] - The company is expected to maintain high-single digit sales growth in 2026, as visibility on orders from four major clients remains strong [2][4] Group 2: Market Insights - Nike's guidance indicates a low single-digit revenue decline for Q3 of fiscal year 2026, aligning with market expectations of a 1% drop [2][4] - The North American market showed a robust recovery with a 9% revenue increase, primarily driven by a 24% growth in wholesale business, although this was offset by a 16% decline in revenue from the Greater China region [2][4] Group 3: Investment Opportunities - Citi suggests that any potential pullback in Shenzhou International's stock due to Nike's cautious outlook could present a better buying opportunity [2][4]

Group 1 - The core viewpoint of the article indicates that Shenzhou International (02313) has seen a stock price increase of over 4%, currently at HKD 65.9, with a trading volume of HKD 200 million [1] - Recent reports from market media suggest that the shoe material manufacturer, Rishenghua, anticipates a recovery in orders from major brands like Nike in the second half of the year, leading to positive revenue and profit outlooks [1] - Citigroup previously stated that Nike's guidance for Q3 FY2026 indicates a low single-digit revenue decline, aligning with market expectations of a 1% drop [1] Group 2 - In the second fiscal quarter, North America showed a strong recovery with a 9% revenue increase, primarily driven by a 24% growth in wholesale business, although this growth was significantly offset by a 16% decline in revenue from Greater China [1] - Citigroup believes that if Shenzhou International's stock price experiences a pullback due to Nike's cautious outlook, it would present a better buying opportunity [1] - The management of Shenzhou International has recently provided conservative forecasts, expecting sales growth to slow to mid-single digits in the second half of 2025, which is below previous high-single-digit expectations [1]

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 7.97% ownership stake [1]

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]

Group 1 - The core point of the article highlights that southbound funds have reduced their holdings in Shenzhou International (02313.HK) by 680,900 shares on February 11, with a total net reduction of 3,935,900 shares over the last five trading days [1] - Over the past 20 trading days, there have been 12 days of net reductions in holdings by southbound funds, totaling 3,307,900 shares [1] - As of now, southbound funds hold 10.2 million shares of Shenzhou International, which represents 6.77% of the company's total issued ordinary shares [1] Group 2 - Shenzhou International Group Holdings Limited primarily engages in the production and sale of knitted apparel products, operating as an investment holding company [1] - The company's main business involves manufacturing knitted products for clients through a combination of Original Equipment Manufacturing (OEM) and Original Design Manufacturing (ODM) [1] - Product categories include sportswear, casual wear, underwear, and other knitted products, with operations conducted in both domestic and international markets [1]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 申洲國際集團控股有限公司 (於開曼群島註冊成立的有限公司) 呈交日期: 2026年2月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02313 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 3,000,000,000 | HKD | | 0.1 HKD | | 300,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 3,000,000,000 | HKD | | 0.1 HKD | | 300,000,000 | 本月底 ...

Group 1 - The core viewpoint of the article highlights the increase in southbound capital holdings in Shenzhou International (02313.HK), with a net increase of 1.09 million shares over the past five trading days [1] - In the last 20 trading days, there have been 10 days of net increases in southbound capital, totaling 704,700 shares [1] - As of now, southbound capital holds 10.6 million shares of Shenzhou International, accounting for 7.02% of the company's total issued ordinary shares [1] Group 2 - Shenzhou International Group Holdings Limited primarily engages in the production and sale of knitted apparel products [1] - The company's main business model combines OEM (Original Equipment Manufacturer) and ODM (Original Design Manufacturer) to manufacture knitted products for clients [1] - The product categories include sportswear, casual wear, underwear, and other knitted products, with operations in both domestic and international markets [1]