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港股
詳情
本頁面由Tiger Fintech (Singapore) Pte. Ltd.提供服務
李寧-R
14.360
+0.160
1.13%
手動刷新
成交量:
2,500.00
成交額:
3.59萬
市值:
371.21億
市盈率:
12.28
高:
14.400
開:
14.280
低:
14.280
收:
14.200
資料載入中...
總覽
公司
新聞
公告
港股收評:恒生指數跌1.31% 恒生科技指數跌2.03%
美港电讯
·
03-31
港股收盤,恒指收跌1.31%,科指收跌2.03%。芯片股、體育用品股全天走弱,地平線機器人(09660.HK)跌約9%,
美港电讯
·
03-31
《大行》大華繼顯指李寧(02331.HK)去年純利遜預期 今年展望審慎
阿斯达克财经
·
03-31
穩健業績的背後,李寧的底氣與選擇
Ofweek维科网
·
03-31
華泰證劵:升李寧目標價至19.9港元 評級“買入”
美港电讯
·
03-31
異動解讀 | 李寧-R盤中大跌6.87%,穩健業績或未達市場預期
异动解读
·
03-31
港股體育用品股集體下跌,李寧跌近7%,滔搏跌超3%,特步國際、安踏體育跌超2%。
金融界
·
03-31
【華西紡服】李寧(2331):剔除減值影響業績符合預期,派息率新高
华西研究
·
03-31
李寧(2331.HK):24年表現平穩 25年將加大投入、促品牌力向上
光大证券
·
03-31
李寧:深練內功鞏固成效
天风证券
·
03-31
國信紡服 | 李寧財報點評:全年收入增長4%,品類表現分化
纺服研究小伙伴
·
03-30
李寧去年賺了30億元,堅持不打“低價牌”,跑鞋賣出超1000萬雙
时代周报
·
03-30
24年穩健業績背後,李寧給自己加了三重壁壘
蓝鲸财经
·
03-29
李寧(2331.HK):剔除減值影響業績符合預期 派息率新高
华西证券
·
03-29
李寧穩紮穩打,收入遞增
21世纪商业评论
·
03-28
李寧去年營收287億元增近4%:鞋類佔比升至五成,預計今年營收同比持平
澎湃新闻
·
03-28
李寧:艱難求穩頂住壓力,豪氣分紅15億
财华社
·
03-28
李寧:2024 年業績穩增,多舉措並進
和讯网
·
03-28
體育大年之下,李寧去年賣了286億元
第一财经
·
03-28
李寧2024年營收毛利雙增,穩健背後釋放哪些信號
每日经济新闻
·
03-28
更多
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今年展望審慎","url":"https://stock-news.laohu8.com/highlight/detail?id=2523961322","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2523961322?lang=zh_tw&edition=fundamental","pubTime":"2025-03-31 14:28","pubTimestamp":1743402480,"startTime":"0","endTime":"0","summary":"大华继显发表报告指,李宁(02331.HK) 去年收入胜预期,惟纯利逊预期,批发持平,实体渠道录得低单位数的跌幅。至于今年,管理层在外围环境不确定的情况下维持审慎,料收入将维持持平,目标毛利率会介乎高单位数范围,因为公司计划加大对运动资源的投资,以提高其产品的竞争力。该行将李宁目标价由20.4元下调至19元,维持“买入”评级,另将李宁今明两年的盈利预测下调分别23%及24%。大华继显表示,李宁管理层对2025年的展望持谨慎态度(料收入按年持平);短期内利润率仍面临挑战。(vc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-31 12:25。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230302175559708_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230302175559708_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.1430283/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":["BK1610","BK1589","LU0327786744.USD","LU2045819591.USD","LU0072462343.USD","LU0823426308.USD","LU0541502299.USD","BK1502","LU1102505762.USD","BK1227","02331","LU0541501648.USD","BK1512","LU2125910500.SGD","LU0593848301.USD","LU0370786039.SGD","LU0348805143.USD","LU1102505929.USD","LU1880383366.USD","LU0572944931.SGD","LU1048588211.SGD","LU0048580855.USD","LNNGY","82331","LU0823426480.USD"],"gpt_icon":0},{"id":"2523966892","title":"穩健業績的背後,李寧的底氣與選擇","url":"https://stock-news.laohu8.com/highlight/detail?id=2523966892","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2523966892?lang=zh_tw&edition=fundamental","pubTime":"2025-03-31 14:20","pubTimestamp":1743402009,"startTime":"0","endTime":"0","summary":"面对不确定的环境,李宁展现出相当的经营韧性。2024年,稳健业绩的背后,有怎样的逻辑支撑?而李宁的稳健也基于同样的道理,“专业”是其一直在做的事情。这是李宁选择“单品牌,多品类”模式的底气。在其他顶级专业运动赛事和运动员布局方面,李宁也是早有规划。从结果来看,“单品牌、多品类”的策略正在成为李宁重要的增长动力。选择稳健的李宁,也强调了稳健不意味着保守。","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=nesSN2025033114210097296502&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025033114210097296502&s=b","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":"tencent","symbols":["LU0327786744.USD","LU2045819591.USD","02331","LU0541502299.USD","BK1502","LNNGY","BK1227","LU1880383366.USD","LU0823426480.USD","LU0823426308.USD","LU2125910500.SGD","LU0048580855.USD","LU0348805143.USD","LU1102505762.USD","82331","LU1048588211.SGD","LU0541501648.USD","LU0072462343.USD","BK1589","BK1512","LU0593848301.USD","LU1102505929.USD","BK1610","LU0572944931.SGD","LU0370786039.SGD"],"gpt_icon":1},{"id":"2523377957","title":"華泰證劵:升李寧目標價至19.9港元 評級“買入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2523377957","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2523377957?lang=zh_tw&edition=fundamental","pubTime":"2025-03-31 12:47","pubTimestamp":1743396433,"startTime":"0","endTime":"0","summary":null,"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":"https://www.ushknews.com/","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":"live_meigang","symbols":["LU0348805143.USD","BK1589","LU1102505929.USD","LNNGY","BK1610","BK1512","LU0048580855.USD","LU0541501648.USD","02331","LU2045819591.USD","LU0327786744.USD","LU0541502299.USD","LU0823426308.USD","LU0072462343.USD","82331","LU1102505762.USD","LU1048588211.SGD","LU0593848301.USD","LU0370786039.SGD","LU0823426480.USD","LU2125910500.SGD","LU0572944931.SGD","BK1502","BK1227","LU1880383366.USD"],"gpt_icon":0},{"id":"1164131564","title":"異動解讀 | 李寧-R盤中大跌6.87%,穩健業績或未達市場預期","url":"https://stock-news.laohu8.com/highlight/detail?id=1164131564","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1164131564?lang=zh_tw&edition=fundamental","pubTime":"2025-03-31 10:10","pubTimestamp":1743387029,"startTime":"0","endTime":"0","summary":"3月31日上午,李宁-R股价出现大幅下跌,盘中跌幅达6.87%,引发市场关注。这一股价走势可能与公司最新发布的2024年业绩报告有关。根据李宁公布的2024年全年业绩,公司收入达286.76亿元人民币,同比增长3.9%;毛利为141.56亿元人民币,同比增长6.0%;权益持有人应占净溢利为30.1亿元,净利率为10.5%。值得注意的是,李宁强调了\"稳健务实\"的经营策略,这可能被市场解读为增长放缓的信号。李宁股价的这波调整反映了投资者对公司业绩和发展战略的谨慎态度。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"异动解读 | 李宁-R盘中大跌6.87%,稳健业绩或未达市场预期","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["82331"],"gpt_icon":0},{"id":"2523932444","title":"港股體育用品股集體下跌,李寧跌近7%,滔搏跌超3%,特步國際、安踏體育跌超2%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2523932444","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2523932444?lang=zh_tw&edition=fundamental","pubTime":"2025-03-31 09:45","pubTimestamp":1743385537,"startTime":"0","endTime":"0","summary":"港股体育用品股集体下跌,李宁跌近7%,滔搏跌超3%,特步国际、安踏体育跌超2%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/03/31094549162585.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":["BK1512","LU0593848301.USD","LU0048580855.USD","HSTECH","LU0326950275.SGD","LU0320764599.SGD","LU0594300419.USD","LU0572944931.SGD","IE00BQXX3F31.USD","IE0031814852.USD","02331","BK1114","02020","LU0251144936.SGD","82331","BK1610","LU0048597586.USD","BK1502","IE0008368742.USD","82020","LU0594300179.USD","LU0708995583.HKD","BK1168","BK1583","LU2039709279.SGD","01368","BK1589","BK4614","BK1227","YANG","LU0370786039.SGD","IE00BQXX3C00.GBP","LU0348805143.USD","LU1188198961.HKD","LU0052750758.USD","HSCEI","LU0261947096.USD","LNNGY","LU0823426480.USD","LU1880383366.USD","LU0072462343.USD","IE00B031HY20.USD","LU1048588211.SGD","IE00BQXX3D17.EUR","LU0140636845.USD","ANPDY","06110","LU2045819591.USD","LU0541501648.USD"],"gpt_icon":0},{"id":"2523980769","title":"【華西紡服】李寧(2331):剔除減值影響業績符合預期,派息率新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2523980769","media":"华西研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2523980769?lang=zh_tw&edition=fundamental","pubTime":"2025-03-31 07:38","pubTimestamp":1743377936,"startTime":"0","endTime":"0","summary":"我们分析,剔除投资性房地产减值3.3亿影响后的归母净利为33.43亿元,符合市场预期;剔除投资性其他收入、权益法入账之投资的溢利份额、拨备影响后归母净利润为26.08亿元,则同比增长15%。24年 OPM同比下降0.1PCT至12.8%,归母净利率为10.5%、同比下降1.0PCT。考虑到公司持续加大对品牌建设和核心品类的投入,以及进一步加强对中国体育事业的支持,预计25年净利率有所下降至高单位数。","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=nesSN20250331074408a6a9cc0a&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250331074408a6a9cc0a&s=b","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":"tencent","symbols":["LU0327786744.USD","LU1102505929.USD","LU0072462343.USD","LU1048588211.SGD","BK1512","LU0593848301.USD","LU0572944931.SGD","LU0348805143.USD","LU0370786039.SGD","BK1610","LU1102505762.USD","02331","BK1227","LU2125910500.SGD","BK1502","BK1589","LU0823426480.USD","82331","LU2045819591.USD","LNNGY","LU0541501648.USD","LU0823426308.USD","LU0541502299.USD","LU0048580855.USD","LU1880383366.USD"],"gpt_icon":1},{"id":"2523913725","title":"李寧(2331.HK):24年表現平穩 25年將加大投入、促品牌力向上","url":"https://stock-news.laohu8.com/highlight/detail?id=2523913725","media":"光大证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2523913725?lang=zh_tw&edition=fundamental","pubTime":"2025-03-31 00:00","pubTimestamp":1743350400,"startTime":"0","endTime":"0","summary":"事件:2024 年收入、归母净利润同比+3.9%、-5.5%李宁发布2024 年业绩。24 年公司毛利率为49.4%、同比提升1PCT,经营利润率同比下降0.1PCT 至12.8%,归母净利率同比下降1PCT 至10.5%。截至24 年末,全渠道库销比为4 个月、较23 年末的3.6个月略有上升、但保持在可控水平。3)24 年经营净现金流为52.7 亿元、同比增加12.4%。25 年公司经营目标为收入持平,净利率高单位数,将加大对品牌建设和核心品类的投入。","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=nesSN20250331160625a6aa4114&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250331160625a6aa4114&s=b","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":"tencent","symbols":["LU0327786744.USD","LU1102505929.USD","LU0072462343.USD","LU1048588211.SGD","BK1512","LU0593848301.USD","LU0572944931.SGD","LU0348805143.USD","LU0370786039.SGD","BK1610","LU1102505762.USD","02331","BK1227","LU2125910500.SGD","BK1502","BK1589","LU0823426480.USD","82331","LU2045819591.USD","LNNGY","LU0541501648.USD","LU0823426308.USD","LU0541502299.USD","LU0048580855.USD","LU1880383366.USD"],"gpt_icon":1},{"id":"2523007996","title":"李寧:深練內功鞏固成效","url":"https://stock-news.laohu8.com/highlight/detail?id=2523007996","media":"天风证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2523007996?lang=zh_tw&edition=fundamental","pubTime":"2025-03-31 00:00","pubTimestamp":1743350400,"startTime":"0","endTime":"0","summary":"全年派息(含中期)58.48 分人民币/股,派息比率为50%。电商表现优秀,新品放量1)分品牌,24 年末门店合计7585 家,较年初减少83 家,其中李宁主品牌减少123 家至6117 家,李宁Young 增加40 家至1468 家。门店减少主要受消费影响,儿童门店数量稳步提升。","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=nesSN20250331154911a6aa3ae2&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250331154911a6aa3ae2&s=b","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":"tencent","symbols":["LU0348805143.USD","LU0823426480.USD","BK1610","BK1227","LU0572944931.SGD","82331","LU1102505929.USD","LU2125910500.SGD","LU1048588211.SGD","LU0048580855.USD","BK1512","02331","LU0327786744.USD","LU0072462343.USD","LU1102505762.USD","BK1502","BK1589","LU0370786039.SGD","LU0823426308.USD","LU0541501648.USD","LNNGY","LU2045819591.USD","LU0541502299.USD","LU0593848301.USD","LU1880383366.USD"],"gpt_icon":1},{"id":"2523985402","title":"國信紡服 | 李寧財報點評:全年收入增長4%,品類表現分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2523985402","media":"纺服研究小伙伴","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2523985402?lang=zh_tw&edition=fundamental","pubTime":"2025-03-30 21:46","pubTimestamp":1743342414,"startTime":"0","endTime":"0","summary":"报告发布日期:2025年3月30日报告名称:《国信证券-李宁财报点评:全年收入增长4%,品类表现分化》证券分析师:丁诗洁、刘佳琪核心观点2024年业绩符合预期,毛利率同比改善。2025年收入增速指引持平,净利率高单位数。","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=nesSN20250331033236a6a9a2c3&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, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250331033236a6a9a2c3&s=b","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":"tencent","symbols":["82331","02331"],"gpt_icon":1},{"id":"2523964707","title":"李寧去年賺了30億元,堅持不打“低價牌”,跑鞋賣出超1000萬雙","url":"https://stock-news.laohu8.com/highlight/detail?id=2523964707","media":"时代周报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2523964707?lang=zh_tw&edition=fundamental","pubTime":"2025-03-30 11:36","pubTimestamp":1743305789,"startTime":"0","endTime":"0","summary":"去年,李宁全年股息将为每股普通股58.48分,全年派息比率为50%,2023年为45%。2024年,该市场规模已经跃升至5425亿元,预计2025年或增至5989亿元,增速达10.4%。截至去年12月31日,第9代门店数量1026家,店效为36万元/月,高于去年集团线下渠道平均月店效30万元。2024年,李宁的鞋类产品收入占据了集团收入的半壁江山,达到143.00亿元。财报显示,在2024年,超轻、飞电,赤兔三个跑鞋核心IP产品销售突破了1060万双。","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=nesSN2025033011370597283d2b&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025033011370597283d2b&s=b","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":"tencent","symbols":["LNNGY","LU2125910500.SGD","LU0823426308.USD","02331","BK1502","82331","LU0572944931.SGD","LU0072462343.USD","LU0541502299.USD","LU1048588211.SGD","LU0327786744.USD","LU0370786039.SGD","LU2045819591.USD","BK1610","LU1102505762.USD","BK1512","LU0048580855.USD","BK1227","LU0348805143.USD","LU0541501648.USD","LU1102505929.USD","LU0593848301.USD","LU0823426480.USD","LU1880383366.USD","BK1589"],"gpt_icon":1},{"id":"2523651459","title":"24年穩健業績背後,李寧給自己加了三重壁壘","url":"https://stock-news.laohu8.com/highlight/detail?id=2523651459","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2523651459?lang=zh_tw&edition=fundamental","pubTime":"2025-03-29 10:01","pubTimestamp":1743213699,"startTime":"0","endTime":"0","summary":"2024年的中国消费市场,是一场“渐进式回暖”与“深度调整”的拉锯战。随着国家持续加大扩内需、促消费政策实施力度,以利好政策升级推动市场复苏加快,国内服装行业延续企稳回升的良好态势。据国家统计局数据显示,2024年,全国居民人均衣着消费支出1521元,增长2.8%,占人均消费支出的比重为5.4%。但当前国内消费市场仍处于渐进式回暖和深度调整中,仍然存在较多不确定性。","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://finance.eastmoney.com/a/202503293359981767.html","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":"stock_eastmoney","symbols":["LU1880383366.USD","LNNGY","LU0370786039.SGD","BK1512","LU0048580855.USD","LU2045819591.USD","LU1102505762.USD","LU1102505929.USD","BK1589","LU0823426308.USD","LU0541501648.USD","LU0823426480.USD","LU0072462343.USD","BK1610","LU0541502299.USD","02331","BK1227","LU2125910500.SGD","BK1502","82331","LU0327786744.USD","LU0593848301.USD","LU1048588211.SGD","LU0348805143.USD","LU0572944931.SGD"],"gpt_icon":1},{"id":"2523766763","title":"李寧(2331.HK):剔除減值影響業績符合預期 派息率新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2523766763","media":"华西证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2523766763?lang=zh_tw&edition=fundamental","pubTime":"2025-03-29 00:00","pubTimestamp":1743177600,"startTime":"0","endTime":"0","summary":"我们分析,剔除投资性房地产减值3.3 亿影响后的归母净利为33.43 亿元,符合市场预期;剔除投资性其他收入、权益法入账之投资的溢利份额、拨备影响后归母净利润为26.08 亿元,则同比增长15%。24 年 OPM 同比下降0.1PCT 至12.8%,归母净利率为10.5%、同比下降1.0PCT。其他收入占比同比下降1.4PCT,主要由于投资性房产减值3.3 亿元;以权益法核算的投资收益/收入占比下降0.5PCT,所得税/收入同比持平。","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=nesSN20250329161122a6a8541f&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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21:53","pubTimestamp":1743170021,"startTime":"0","endTime":"0","summary":"李宁公司,正为下轮扩张积蓄力量。在他和同事的料理下,李宁公司运营很稳,2024年进账286.76亿元,同比增长3.9%,净利润率为10.5%。在财报会现场,以李宁为首的决策者,多次强调稳健时,也释放一个信号——加大对运动资源的投入。据李宁本人介绍,他们主动调降,控制了篮球产品的发货量。四年周期里,中国运动员将穿上李宁服装,站上领奖台。2024年,李宁拨付的研发支出,高达6.76亿,同比增长9.3%,营收占比提升至2.4%。","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=nesSN20250328220700a44577db&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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20:51","pubTimestamp":1743166286,"startTime":"0","endTime":"0","summary":"去年集团收入达286.76亿元,同比增长3.9%;集团权益持有人应占溢利为30.13亿元,同比下滑5.46%。据数据显示,李宁集团业绩再创新高,但净利连续两年同比小幅下滑。据悉,李宁集团近十年研发投入超过35亿元,去年李宁研发投入增长9.3%。得益于去年专业品类的战略性聚焦,李宁集团鞋类业务占比从48.5%增至49.9%,营收同比提升6.8个百分点。对于未来业绩展望,赵东升指出,预期2025年全年收入保持同比持平,2025年将继续加大对品牌建设核心品类的投入。","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=nesSN20250328210723a44568d6&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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20:08","pubTimestamp":1743163708,"startTime":"0","endTime":"0","summary":"当安踏(02020.HK)以净利52%的增速领跑港股运动品牌、361度(01361.HK)营收首破百亿大关时,曾经的“国潮标杆”李宁(02331.HK),却仍在“追跑”的路上。","market":"other","thumbnail":"https://images.finet.hk/photoLib/title/202503_1/914a794e-6b6f-4357-9f4e-5b94a2e35c71.png","type":0,"news_type":0,"thumbnails":["https://images.finet.hk/photoLib/title/202503_1/914a794e-6b6f-4357-9f4e-5b94a2e35c71.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.finet.hk/newscenter/news_content/67e6913c2308294ebe3e6a86","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":"finet_stock","symbols":["LU1880383366.USD","LNNGY","LU0370786039.SGD","BK1512","LU0048580855.USD","LU2045819591.USD","LU1102505762.USD","LU1102505929.USD","BK1589","LU0823426308.USD","LU0541501648.USD","LU0823426480.USD","LU0072462343.USD","BK1610","LU0541502299.USD","02331","BK1227","LU2125910500.SGD","BK1502","82331","LU0327786744.USD","LU0593848301.USD","LU1048588211.SGD","LU0348805143.USD","LU0572944931.SGD"],"gpt_icon":1},{"id":"2522576324","title":"李寧:2024 年業績穩增,多舉措並進","url":"https://stock-news.laohu8.com/highlight/detail?id=2522576324","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522576324?lang=zh_tw&edition=fundamental","pubTime":"2025-03-28 20:07","pubTimestamp":1743163663,"startTime":"0","endTime":"0","summary":"【李宁 2024 年全年业绩基本符合预期】李宁 2024 年全年收入上升 3.9%,达 286.76 亿元人民币,毛利率提升至 49.4%,经营现金净流入上升 12.4%至 52.68 亿元,净利润为 30.13 亿元,净利率 10.5%,拟派末期股息每股 20.73 分。集团持续聚焦“单品牌、多品类、多渠道”战略。在产品创新方面,专业跑鞋核心 IP 销售突破 1060 万双;在品牌建设方面,推出“以我为名”主题活动提升品牌;在渠道优化方面,积极调整渠道结构,加速新兴市场布局,线上业务保持稳定,线下渠道精细化管理提升效率效益。(责任编辑:刘畅 )","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=nesSN20250328202712a4455dc0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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