港股詳情

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李寧-R

17.190

-0.110-0.64%

成交量：1.20萬

成交額：20.62萬

市值：444.36億

市盈率：14.69

高：17.200

開：17.150

低：17.130

收：17.300

52周最高：18.533

52周最低：12.708

股本：25.85億

香港流通股本：25.85億

量比：0.83

換手率：0.00%

股息：0.54

股息率：3.16%

每股收益(LYR):1.170

淨資產收益率：10.54%

總資產收益率：7.20%

市淨率：1.64

市盈率(LYR):14.69

市銷率: 1.52

資料載入中...

總覽公司新聞資訊公告

李寧12月19日遭主力拋售296.2萬元

户外賽道「遲到者」李寧，這次能靠「時尚化」逆襲嗎？

每日沽空追蹤 | 李寧-R 12月18日沽空量成交2000股，沽空比例為13.79%

【特約大V】鄧聲興：恒生指數或小反彈唯維持25000點上下

當一個運動品牌開出20種門店，意味着什麼？丨巡店

体育产业生态圈

《市評》港股隨A股向上國壽及李寧揚逾4%

阿斯达克财经

觀察｜當體育品牌，從運動「轉場」生活

每日沽空追蹤 | 李寧 12月17日沽空量成交416.95萬股，沽空比例為12.98%

李寧(02331.HK)升逾半成大和：品牌熱度快速升温

阿斯达克财经

港股指數早盤震盪上行恒指半日升0.22% 李寧(02331)升4.37%

李寧(02331)股價上升5.03%，現價港幣$19.21

阿斯达克财经

李寧(02331.HK)漲近5%

每日经济新闻

體育用品股拉昇李寧漲約5%領銜中央會議定調內需主導分析稱服裝消費受益

港股異動 | 李寧(02331)再漲近5% 全新龍店與榮耀金標產品系列落地有望形成強大協同效應

消費行業深度報告：全球消費走弱提振消費政策重要性凸顯

中国银河证券股...

李寧，重構「高端」版圖

安踏李寧特步集體進入增長瓶頸期

智通港股解盤 | 幾大負面衝擊情緒偏弱消費提升到戰略高度

每日沽空追蹤 | 李寧-R 12月15日沽空量成交3000股，沽空比例為6.25%

增品類、拓人羣，李寧榮耀金標背後的「進化論」

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12月18日沽空量成交2000股，沽空比例為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_tw&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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唯維持25000點上下","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_tw&edition=fundamental","pubTime":"2025-12-18 11:21","pubTimestamp":1766028089,"startTime":"0","endTime":"0","summary":"恒生指数或小反弹，唯维持25000点上下。天齐锂业近期下游电池厂商相继释出涨价讯号，反映锂电产业链成本传导机制启动，景气度持续回暖。公司盈利复苏主要得益于锂精矿及碳酸锂价格的季度环比上涨，以及旗下格林布什矿山在价格上行周期中的盈利弹性释放，其投资收益亦环比增加。天齐锂业凭藉其顶级的资源禀赋与成本优势，在行业拐点确立之际，有望充分捕捉价格回升与产能释放带来的双重红利，盈利修复路径清晰。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/ZjAzYmQ0ZTAxMjgwMmU1OWFmMjcwNDc3NDA4NDI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZjAzYmQ0ZTAxMjgwMmU1OWFmMjcwNDc3NDA4NDI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971787","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0823426480.USD","BK1610","LU1102505929.USD","HSTECH","LU0823426308.USD","LU0370786039.SGD","LU2125910500.SGD","LU0048580855.USD","LU1048588211.SGD","BK1227","513600","LU1102505762.USD","02833","BK1502","LU2045819591.USD","SG9999014674.SGD","LU0572944931.SGD","LU0541502299.USD","MCHmain","HHImain","LU1880383366.USD","BK1512","BK1589","LU0541501648.USD","LNNGY","002466","HSI","LU0072462343.USD","LU0593848301.USD","09696","LU0327786744.USD","82331","LU0348805143.USD","BK1129"],"gpt_icon":0},{"id":"2592916333","title":"當一個運動品牌開出20種門店，意味着什麼？丨巡店","url":"https://stock-news.laohu8.com/highlight/detail?id=2592916333","media":"体育产业生态圈","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592916333?lang=zh_tw&edition=fundamental","pubTime":"2025-12-17 20:03","pubTimestamp":1765973008,"startTime":"0","endTime":"0","summary":"加上奢侈品遇冷、商业地产转型等大环境变化，运动品牌得以进入新的领域开疆拓土，在卖场的基础功能上，“门店”一词有了更丰富的意味。不止一个运动品牌从业者告诉过体育产业生态圈，很大程度上，安踏对于新店型的摸索刺激了品牌们的行动。换句话说，品牌将普通门店放在这些商圈反而显得格格不入，各种新店型的入驻似乎更加合理。运动品牌扎堆推出新店型，说明这场变革确实为品牌带来了甜头。","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=nesSN20251217203216a6ae0b7c&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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國壽及李寧揚逾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_tw&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":"other","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":["LU0072462343.USD","LNNGY","LU0327786744.USD","LU1102505762.USD","159982","LU0541502299.USD","LU1102505929.USD","LU2125910500.SGD","82331","LU0823426308.USD","LU0593848301.USD","LU0541501648.USD","BK1502","BK1227","399300","LU2045819591.USD","LU0348805143.USD","LU0572944931.SGD","BK1589","BK1610","LU1880383366.USD","LU0823426480.USD","LU0370786039.SGD","BK1512","LU0048580855.USD","LU1048588211.SGD","02331"],"gpt_icon":0},{"id":"2592916819","title":"觀察｜當體育品牌，從運動「轉場」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_tw&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日沽空量成交416.95萬股，沽空比例為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_tw&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：品牌熱度快速升温","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_tw&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":"sh","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","LU0048580855.USD","BK1589","LU2045819591.USD","LU1102505762.USD","LU0370786039.SGD","LU0541501648.USD","LU1048588211.SGD","LU0593848301.USD","LU0823426480.USD","LU0348805143.USD","LU0327786744.USD","LU2125910500.SGD","BK1227","BK1610","LU0541502299.USD","LU1880383366.USD","BK1512","LNNGY","82331","LU0072462343.USD","LU0572944931.SGD","BK1502","LU0823426308.USD","LU1102505929.USD"],"gpt_icon":0},{"id":"2592807963","title":"港股指數早盤震盪上行 恒指半日升0.22% 李寧(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_tw&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":"nz","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":["BK1512","513600","BK1589","LU0541501648.USD","LNNGY","02833","LU0048580855.USD","LU0348805143.USD","82331","HSImain","LU1880383366.USD","LU0823426480.USD","MHImain","YANG","LU0593848301.USD","HHImain","LU0072462343.USD","LU0572944931.SGD","LU1102505762.USD","LU2045819591.USD","LU0370786039.SGD","02331","BK1227","BK1610","BK4614","LU1048588211.SGD","LU0823426308.USD","BK1502","LU0327786744.USD","LU1102505929.USD","LU2125910500.SGD","LU0541502299.USD","HSI","MCHmain"],"gpt_icon":0},{"id":"2592595040","title":"李寧(02331)股價上升5.03%，現價港幣$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_tw&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":"hk","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":["LU0823426480.USD","BK1512","BK1610","LU0327786744.USD","LU0072462343.USD","LU1102505929.USD","BK1502","LU1048588211.SGD","02331","LU2125910500.SGD","82331","BK1589","LU0370786039.SGD","LU2045819591.USD","LU0048580855.USD","LU0572944931.SGD","LU0823426308.USD","BK1227","LU0593848301.USD","LU0348805143.USD","LNNGY","LU0541501648.USD","LU1102505762.USD","LU0541502299.USD","LU1880383366.USD"],"gpt_icon":0},{"id":"2592572479","title":"李寧(02331.HK)漲近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_tw&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":"hk","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":["LU1102505929.USD","LU2045819591.USD","LU0823426308.USD","82331","LU0541502299.USD","LU0072462343.USD","LU0541501648.USD","BK1227","02331","LU0327786744.USD","BK1502","BK1589","LU0572944931.SGD","LU2125910500.SGD","BK1610","BK1512","LU1102505762.USD","LU0048580855.USD","LNNGY","LU1880383366.USD","LU1048588211.SGD","LU0823426480.USD","LU0370786039.SGD","LU0348805143.USD","LU0593848301.USD"],"gpt_icon":0},{"id":"2592969957","title":"體育用品股拉昇 李寧漲約5%領銜 中央會議定調內需主導 分析稱服裝消費受益","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_tw&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":["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":"2592575839","title":"港股異動 | 李寧(02331)再漲近5% 全新龍店與榮耀金標產品系列落地 有望形成強大協同效應","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_tw&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":"us","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":["LNNGY","LU2125910500.SGD","LU1048588211.SGD","LU1102505929.USD","LU0072462343.USD","LU0370786039.SGD","LU0593848301.USD","LU1102505762.USD","LU0572944931.SGD","BK1502","LU0048580855.USD","LU0327786744.USD","02331","LU0823426308.USD","LU0541502299.USD","BK1227","LU1880383366.USD","BK1610","BK1589","LU0823426480.USD","82331","LU0541501648.USD","BK1512","LU2045819591.USD","LU0348805143.USD"],"gpt_icon":0},{"id":"2592916335","title":"消費行業深度報告：全球消費走弱 提振消費政策重要性凸顯","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_tw&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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18:34","pubTimestamp":1765881243,"startTime":"0","endTime":"0","summary":"2025年上半年，李宁净关闭门店51家，特步主品牌门店也减少了22家。2025年上半年，集团收入同比增长14.3%至人民币385.44亿元。李宁2025年上半年营收仅微增3.29%、净利润却下滑11%的“增收不增利”窘境，正是这一瓶颈期最直接的财务表征。因此，李宁的增长瓶颈期，本质是其成功的“单品牌、深耕耘”模式在存量竞争时代的适应性危机。因此，特步的增长瓶颈，本质上是其成功的垂直专业化战略在规模扩张时遭遇的“天花板”。安踏、李宁、特步的困境并","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=nesSN20251216183720a6a93617&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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