美国当选总统特朗普近日表示，将对墨西哥和加拿大进入美国的所有产品征收25%关税。特朗普还宣布将对中国商品额外征收10%的关税。不过，里昂认为，中期来看，美国提高关税政策对集团下行风险有限。Shenzhou international group holdings limited unsponsored adr (02313) fell nearly 4%, as of the time of reporting, down 3.75%, priced at 57.7 Hong Kong dollars, with a transaction amount of 0.122 billion Hong Kong dollars.
According to Zhitong Finance APP, Shenzhou international group holdings limited unsponsored adr (02313) fell nearly 4%, as of the time of reporting, down 3.75%, priced at 57.7 Hong Kong dollars, with a transaction amount of 0.122 billion Hong Kong dollars.
In news, Credit Lyonnais recently issued research reports stating that they believe Shenzhou international group holdings limited unsponsored adr will benefit from the OEM replenishment cycle. Considering investors' concerns regarding geopolitical risks and the moderate outlook for Nike orders, the earnings forecast for fiscal year 2025 to 2026 has been lowered by 5 to 6%, and the target price has been reduced from 98 Hong Kong dollars to 75 Hong Kong dollars, with a rating of 'outperform'.
The elected president of the USA, Trump, recently stated that he will impose a 25% tariff on all products entering the USA from Mexico and Canada. Trump also announced an additional 10% tariff on commodities from China. However, Credit Lyonnais believes that in the medium term, the USA's policy of raising tariffs poses limited downward risk for the group.
