Core Viewpoint - The sports footwear and apparel manufacturing sector is experiencing a positive outlook, with potential recovery in downstream demand and benefits for leading companies if Nike's performance rebounds in the fiscal year 2026 [1] Group 1: Market Performance - Crystal International (02232) shares increased by 8.81%, reaching HKD 7.29, while Shenzhou International (02313) shares rose by 5.1%, reaching HKD 71.15 [1] Group 2: Industry Outlook - Short-term recovery in downstream demand for the sports footwear and apparel manufacturing industry is anticipated, with strong competitiveness among leading companies and an expanding customer base [1] - The long-term market potential for the sports footwear and apparel industry is significant, with high industry prosperity and steady growth expected in future performance [1] Group 3: Export Challenges - In October, China's textile and apparel export value was USD 22.3 billion, a year-on-year decline of 13%, with textile and apparel exports at USD 11.3 billion and USD 11 billion, respectively, reflecting declines of 9% and 16% [1] - The recent announcement by the U.S. to cancel additional tariffs on China may lead to gradual recovery in the export chain, positively impacting the sports manufacturing and non-woven fabric sectors [1]
运动鞋服代工行业下游需求有望逐步回暖 晶苑国际涨近9% 申洲国际涨超5%