异动解读 | 李宁盘中大涨5.07%,非凡领越增持约0.7%股权

异动解读
Jun 20, 2025

今日盘中,体育用品品牌李宁(02331.HK)股价大涨5.07%,引发市场关注。截至发稿,李宁股价报15.48港元。

消息面上,李宁大股东非凡领越(00933.HK)公告显示,该公司于今年1月10日至6月19日期间,累计斥资约2.75亿港元在公开市场增持李宁1809.25万股,占李宁总股本约0.7%。增持后,非凡领越持有李宁的股权由约10.53%升至11.23%。非凡领越表示,考虑到李宁股份的市价及其合理性,认为此次增持是合适的投资,同时也可加强回报。

分析人士指出,大股东增持通常被视为对公司未来发展前景看好的信号。此外,申万宏源此前发布的研报表示,看好李宁的发展前景。研报认为,李宁持续深耕运动赛道,品牌资产独一无二,产品研发与爆款打造能力较强。同时,李宁的品牌认可度在年轻消费群体中不断提升,核心产品持续引领生意增长,户外等新品类拓展有望贡献增量。这些积极因素也可能推动投资者对李宁股票的信心。

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