According to the China Fortune Financial APP, Shenzhou International (02313) fell nearly 5%, as of the time of publication, it dropped by 4.87%, closing at 58.6 Hong Kong dollars, with a turnover of 0.159 billion Hong Kong dollars.

On the news front, on the evening of November 25th local time, U.S. President-elect Trump posted on TRUTH SOCIAL stating that the USA will impose more tariffs on major trading partners. Trump said that a 10% tariff will be imposed on Chinese goods, and a 25% tariff will be imposed on all goods from Mexico and Canada. Lyon believes that in the medium term, the USA's tariff increase policy poses limited downward risks to the group. The bank further pointed out that Shenzhou International is driven by Adidas and Uniqlo, expecting a 9% growth in the group's sales next year, while the average price may remain stable.

Recently, Nike released its performance results, with a 10% year-on-year decline in revenue for the first quarter of the 2025 fiscal year, which is generally in line with expectations and guidance. Looking ahead, given the transition between the new and old CEOs, and with three quarters remaining in this fiscal year, Nike has withdrawn its full-year performance guidance and provided quarterly guidance; it is expected that the revenue for the second quarter will decrease by 8% to 10%. It is reported that Nike is the largest customer of Shenzhou International, accounting for 31.1%.