港股详情

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李宁-R

17.310

+0.0400.23%

成交量：2,000.00

成交额：3.53万

市值：447.46亿

市盈率：14.80

高：17.660

开：17.660

低：17.660

收：17.270

52周最高：18.533

52周最低：12.708

股本：25.85亿

香港流通股本：25.85亿

量比：0.26

换手率：0.00%

股息：0.54

股息率：3.14%

每股收益(LYR):1.170

净资产收益率：10.54%

总资产收益率：7.20%

市净率：1.65

市盈率(LYR):14.80

市销率: 1.54

数据加载中...

总览公司新闻资讯公告

每日卖空追踪 | 李宁 12月22日卖空量成交194.35万股，卖空比例为10.12%

李宁接棒安踏成为2025-2028中国奥委会官方服装合作伙伴

纺织品和服装行业周报：耐克仍处于复苏中期；关注美护品牌多渠道建设

轻工制造行业动态报告：25W51：NIKEFY26Q2收入持平指引FY26Q3低单位数下降

中信建投证券

李宁12月19日遭主力抛售296.2万元

户外赛道“迟到者”李宁，这次能靠“时尚化”逆袭吗？

每日卖空追踪 | 李宁-R 12月18日卖空量成交2000股，卖空比例为13.79%

【特约大V】邓声兴：恒生指数或小反弹唯维持25000点上下

当一个运动品牌开出20种门店，意味着什么？丨巡店

体育产业生态圈

《市评》港股随A股向上国寿及李宁扬逾4%

阿斯达克财经

观察｜当体育品牌，从运动“转场”生活

每日卖空追踪 | 李宁 12月17日卖空量成交416.95万股，卖空比例为12.98%

李宁(02331.HK)升逾半成大和：品牌热度快速升温

阿斯达克财经

港股指数早盘震荡上行恒指半日升0.22% 李宁(02331)升4.37%

李宁(02331)股价上升5.03%，现价港币$19.21

阿斯达克财经

李宁(02331.HK)涨近5%

每日经济新闻

体育用品股拉升李宁涨约5%领衔中央会议定调内需主导分析称服装消费受益

港股异动 | 李宁(02331)再涨近5% 全新龙店与荣耀金标产品系列落地有望形成强大协同效应

消费行业深度报告：全球消费走弱提振消费政策重要性凸显

中国银河证券股...

李宁，重构“高端”版图

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00:00","pubTimestamp":1766246400,"startTime":"0","endTime":"0","summary":"核心观点耐克仍处于复苏中期。我们认为，耐克当前仍处于以战略调整与产品创新并行推进的复苏中期阶段，后续表现有赖于体育核心产品放量节奏及重点市场战略重置的推进情况。11 月线上美护同比增速放缓，关注抖音ROI 降低趋势下，品牌天猫渠道建设情况。板块对比来看，纺织服装最近一周涨跌幅在29 个一级行业板块中位列第27。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251221173130a6bd06d9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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FY26Q2营收同比+0.6%/固定汇率下持平，其中Nike品牌在北美、EMEA、大中华区、APLM地区收入分别同比+9%、-1%、-16%、-4%，Converse品牌-31%，公司认为目前的转型进入“中局”，北美地区引领复苏，指引FY26Q3收入低单位数下降。2）本周废纸系价格下跌。分区域：25Q3日本、亚太（除日本）降幅收窄，欧洲地区降速、北美有所恢复。分品类，珠宝和腕表增速有所回暖，高奢皮具韧性强，香水化妆品增速逐步恢复。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251221171630a465f75e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12月18日卖空量成交2000股，卖空比例为13.79%","url":"https://stock-news.laohu8.com/highlight/detail?id=2592181087","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592181087?lang=zh_cn&edition=fundamental","pubTime":"2025-12-18 16:30","pubTimestamp":1766046641,"startTime":"0","endTime":"0","summary":"李宁-R北京时间12月18日，涨0.46%，卖空量成交2000股，较上一交易日增加100%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218163702a6b1b753&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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唯维持25000点上下","url":"https://stock-news.laohu8.com/highlight/detail?id=2592389926","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592389926?lang=zh_cn&edition=fundamental","pubTime":"2025-12-18 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国寿及李宁扬逾4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2592199630","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592199630?lang=zh_cn&edition=fundamental","pubTime":"2025-12-17 17:21","pubTimestamp":1765963260,"startTime":"0","endTime":"0","summary":"港股午后随A股发力向上。大市全日成交总额降至1,831.41亿元。相关内容药明康德股东未提前披露减持A股遭罚2亿人币芯片股中芯全日上扬2%收64.75元，华虹走高2.9%收68.2元。大市今日录沽空378.93亿元，占可沽空股份成交额1,630.32亿元的23.243%。重申对李宁买入评级，目标价维持24元。自11月下旬起，大和认为李宁的品牌热度因密集的新品发布与品牌曝光增加而显著提升。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180305131111145_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180305131111145_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1491015/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0048580855.USD","159982","LU1048588211.SGD","LU0327786744.USD","LU1102505762.USD","LU0823426308.USD","LU0541502299.USD","LU2125910500.SGD","LU1880383366.USD","BK1227","LU0541501648.USD","BK1502","LU0370786039.SGD","LU0572944931.SGD","399300","82331","LNNGY","BK1610","02331","LU2045819591.USD","BK1589","LU0348805143.USD","LU1102505929.USD","BK1512","LU0823426480.USD","LU0072462343.USD","LU0593848301.USD"],"gpt_icon":0},{"id":"2592916819","title":"观察｜当体育品牌，从运动“转场”生活","url":"https://stock-news.laohu8.com/highlight/detail?id=2592916819","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592916819?lang=zh_cn&edition=fundamental","pubTime":"2025-12-17 16:36","pubTimestamp":1765960588,"startTime":"0","endTime":"0","summary":"当下体育用品生活化似乎成为一种趋势，以“超燃”鞋款为例是为通勤、商务等多元场景打造。目前从专业运动场景进军通勤生活场景，并希望成为消费者衣橱鞋柜中“经典款”的运动品牌，绝不只有李宁一家。而作为品牌，往往也十分乐意看到这样跨消费场景的“渗透”。马龙身穿的荣耀金标系列产品颠覆了过往运动服装的运动印象，更注重贴近生活场景。与此同时，体育用品市场却增长前景光明。不少运动品牌都希望“渗透”进更多的生活场景。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217163950a4561912&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12月17日卖空量成交416.95万股，卖空比例为12.98%","url":"https://stock-news.laohu8.com/highlight/detail?id=2592168659","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592168659?lang=zh_cn&edition=fundamental","pubTime":"2025-12-17 16:30","pubTimestamp":1765960229,"startTime":"0","endTime":"0","summary":"李宁北京时间12月17日，涨4.26%，卖空量成交416.95万股，较上一交易日减少11.28%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217163428a4561300&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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大和：品牌热度快速升温","url":"https://stock-news.laohu8.com/highlight/detail?id=2592041969","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592041969?lang=zh_cn&edition=fundamental","pubTime":"2025-12-17 14:20","pubTimestamp":1765952400,"startTime":"0","endTime":"0","summary":"李宁现报19.26元，升5.3%，成交2,289.12万股，涉资4.36亿元。重申对李宁买入评级，目标价维持24元。在调高行销支出预估后，该行将李宁2025至2027年的每股盈利预测下调1%至2%，分别至1.031元、1.201元及1.362元。李宁仍是该行在运动品牌中的首选。自11月下旬起，大和认为李宁的品牌热度因密集的新品发布与品牌曝光增加而显著提升。大和认为李宁与中国奥委会的合作，将在重新提升品牌吸引力上扮演关键角色。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250822105557608_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250822105557608_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1490949/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["02331","LU0541502299.USD","LU0823426308.USD","LU0572944931.SGD","LU2125910500.SGD","82331","LU1102505762.USD","LNNGY","LU0541501648.USD","BK1589","LU0072462343.USD","BK1227","LU2045819591.USD","LU0593848301.USD","BK1610","LU0823426480.USD","LU1048588211.SGD","LU1880383366.USD","BK1502","LU0048580855.USD","LU0348805143.USD","BK1512","LU0327786744.USD","LU1102505929.USD","LU0370786039.SGD"],"gpt_icon":0},{"id":"2592807963","title":"港股指数早盘震荡上行 恒指半日升0.22% 李宁(02331)升4.37%","url":"https://stock-news.laohu8.com/highlight/detail?id=2592807963","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592807963?lang=zh_cn&edition=fundamental","pubTime":"2025-12-17 12:11","pubTimestamp":1765944672,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股指数早盘震荡上行，截至午间收盘，恒指升0.22%，恒科指升0.02%，国企指升0.27%。三大航表现强势，中国南航涨7.22%，中国东航涨5.66%，中国国航涨5.56%。华泰证券表示，11月航司客座率同比提升幅度仍较为明显，不过淡季效应显现，票价同比涨幅逐步回落。苹果概念部分拉升，鸿腾精密升4.76%，蓝思科技升3.22%，高伟电子升2.43%，舜宇光学科技跟涨。华泰证券表示，今年以来，港股IPO显著回暖，港股主板约100家公司合计募资超2500亿港元。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/YWY0NWM4YTUxZGFlZmZjNmE5MDYxNjI4NjU1Mjc3NzM1Mzg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YWY0NWM4YTUxZGFlZmZjNmE5MDYxNjI4NjU1Mjc3NzM1Mzg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971710","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HSImain","513600","LU0348805143.USD","HSI","LU2045819591.USD","LU0072462343.USD","LU2125910500.SGD","LU1880383366.USD","YANG","LU0370786039.SGD","LU1102505929.USD","LU0327786744.USD","02331","BK1227","LU1048588211.SGD","LU0593848301.USD","LU0541502299.USD","LU0048580855.USD","BK1512","LU0572944931.SGD","MHImain","LU1102505762.USD","MCHmain","LU0541501648.USD","82331","LU0823426480.USD","BK1610","HHImain","LU0823426308.USD","02833","BK4614","LNNGY","BK1502","BK1589"],"gpt_icon":0},{"id":"2592595040","title":"李宁(02331)股价上升5.03%，现价港币$19.21","url":"https://stock-news.laohu8.com/highlight/detail?id=2592595040","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592595040?lang=zh_cn&edition=fundamental","pubTime":"2025-12-17 11:05","pubTimestamp":1765940700,"startTime":"0","endTime":"0","summary":"[上升股]李宁(02331) 股价在上午11:05比前收市价上升5.03%，现股价为港币$19.21。至目前为止，今日最高价为$19.21，而最低价为$18.28。总成交量为1.27千万股，总成交金额为港币$2.411亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180725133914771_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180725133914771_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR251217986/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1589","LU0370786039.SGD","BK1512","LU0572944931.SGD","LU2125910500.SGD","LU0823426308.USD","LU0048580855.USD","LNNGY","LU1102505762.USD","LU1048588211.SGD","LU0348805143.USD","LU0593848301.USD","LU1880383366.USD","LU0327786744.USD","LU0541502299.USD","BK1610","LU0823426480.USD","02331","BK1227","LU1102505929.USD","LU0072462343.USD","LU2045819591.USD","82331","BK1502","LU0541501648.USD"],"gpt_icon":0},{"id":"2592572479","title":"李宁(02331.HK)涨近5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2592572479","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592572479?lang=zh_cn&edition=fundamental","pubTime":"2025-12-17 10:44","pubTimestamp":1765939453,"startTime":"0","endTime":"0","summary":"每经AI快讯，李宁(02331.HK)再涨近5%，截至发稿，涨4.7%，报19.15港元，成交额1.81亿港元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202512173594031576.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512173594031576.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0593848301.USD","LU0823426480.USD","LU0327786744.USD","LU0541502299.USD","LU0370786039.SGD","82331","02331","LU0823426308.USD","LU0541501648.USD","BK1227","BK1502","LU2045819591.USD","LU1880383366.USD","LU1102505762.USD","BK1610","LU0072462343.USD","BK1589","LU1102505929.USD","BK1512","LU0348805143.USD","LU2125910500.SGD","LU0048580855.USD","LNNGY","LU1048588211.SGD","LU0572944931.SGD"],"gpt_icon":0},{"id":"2592969957","title":"体育用品股拉升 李宁涨约5%领衔 中央会议定调内需主导 分析称服装消费受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2592969957","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592969957?lang=zh_cn&edition=fundamental","pubTime":"2025-12-17 10:41","pubTimestamp":1765939313,"startTime":"0","endTime":"0","summary":"12月17日，近日港股体育用品股持续活跃，目前李宁涨近5%领衔，近4日累计涨幅超11%并且创逾3个月新高，安踏体育、裕元集团涨近2%，特步国际涨1.4%，361度涨超1%，本间高尔夫、滔搏跟涨。消息上，12月11日召开的中央经济工作会议明确2026年经济工作重点任务为“坚持内需主导，建设强大国内市场”。分析人士认为，服装行业的消费预期或持续向好。值得注意的是，随中美关税政策优化，近期纺织服装出口环比好转，带动出口链景气度回升。","market":"fut","thumbnail":"http://imgcloud.jrjimg.cn/2025/12/cms_20251217104153641.jpg","type":0,"news_type":0,"thumbnails":["http://imgcloud.jrjimg.cn/2025/12/cms_20251217104153641.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://hk.jrj.com.cn/2025/12/17104154715106.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["02331","LU0541502299.USD","LU0823426308.USD","LU0572944931.SGD","LU2125910500.SGD","82331","LU1102505762.USD","LNNGY","LU0541501648.USD","BK1589","LU0072462343.USD","BK1227","LU2045819591.USD","LU0593848301.USD","BK1610","LU0823426480.USD","LU1048588211.SGD","LU1880383366.USD","BK1502","LU0048580855.USD","LU0348805143.USD","BK1512","LU0327786744.USD","LU1102505929.USD","LU0370786039.SGD"],"gpt_icon":0},{"id":"2592575839","title":"港股异动 | 李宁(02331)再涨近5% 全新龙店与荣耀金标产品系列落地 有望形成强大协同效应","url":"https://stock-news.laohu8.com/highlight/detail?id=2592575839","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592575839?lang=zh_cn&edition=fundamental","pubTime":"2025-12-17 10:31","pubTimestamp":1765938694,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，李宁再涨近5%，截至发稿，涨4.7%，报19.15港元，成交额1.81亿港元。消息面上，12月14日，李宁品牌以“龙耀开启”为主题在北京地标性商圈三里屯太古里隆重举行全球首家龙店开业及全新荣耀金标产品系列正式发布仪式。荣耀金标系列的推出与全新店型龙店的落地，两者将形成强大协同效应，这既是李宁品牌发展的重要里程碑，也是零售渠道升级的关键实践。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1382434.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1227","LU0072462343.USD","BK1589","LU0348805143.USD","LU1102505929.USD","LU1048588211.SGD","LU1880383366.USD","LU0048580855.USD","LU0370786039.SGD","BK1610","LU0823426480.USD","82331","LU1102505762.USD","LU2125910500.SGD","LU0823426308.USD","LU0541501648.USD","02331","LNNGY","BK1512","LU0327786744.USD","LU0541502299.USD","LU2045819591.USD","BK1502","LU0572944931.SGD","LU0593848301.USD"],"gpt_icon":0},{"id":"2592916335","title":"消费行业深度报告：全球消费走弱 提振消费政策重要性凸显","url":"https://stock-news.laohu8.com/highlight/detail?id=2592916335","media":"中国银河证券股...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592916335?lang=zh_cn&edition=fundamental","pubTime":"2025-12-17 00:00","pubTimestamp":1765900800,"startTime":"0","endTime":"0","summary":"提振消费是系统工程，服务消费更受重视： 1） 全球消费复苏缓慢，高关税正推高物价、高利率抑制信贷需求进而压制消费，叠加就业市场疲弱，欧美消费信心复苏缓慢。深入实施提振消费专项行动，制定实施城乡居民增收计划。美国零售整体表现平淡， 9 月季调后零售额同比+3.9%，增速环比8 月回落。投资建议：消费行业需要重视“十五五”规划中消费的中长期目标；短期关注针对2026 年消费相关具体政策落地。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217214629a6ae4b96&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:48","pubTimestamp":1765896510,"startTime":"0","endTime":"0","summary":"在消费升级与运动生活化趋势愈发显著的当下，此次全新龙店以及新产品矩阵的亮相，标志着李宁正重构高端运动生活版图，为李宁融入至都市消费者的多元生活场景中注入了新动能。选址方面，三里屯太古里作为北京乃至全国的潮流地标与高端消费聚集地，客流量巨大，且汇聚了众多国际一线品牌，此次李宁将全球首家龙店落子于此，显示出其锁定追求高性能运动产品的年轻消费者，冲击高端零售市场的决心。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216225054a452f531&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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