异动解读 | 李宁股价盘中大涨5.15%,2024年业绩超预期,收入增长3.9%

异动解读
28 Mar

3月28日,体育用品品牌李宁(02331.HK)股价盘中大涨5.15%,引发市场关注。这波强劲涨势主要源于公司发布的2024年全年业绩报告,显示出公司在多个关键指标上均有亮眼表现。

根据公告,李宁2024年全年收入达286.76亿元人民币,同比增长3.9%,超出市场预期。值得注意的是,公司毛利率提升1个百分点至49.4%,反映出其在产品定价和成本控制方面的优势。此外,公司宣布全年派息比率提高至50%,每股派息0.5848元人民币,同比增长6.8%,彰显了管理层对公司未来发展的信心。

分业务板块来看,李宁电商业务表现尤为突出,收入增长10.3%,体现了公司在线上渠道的深耕成效。经销收入同比增长2.6%,反映出与经销商的良好合作及供应链优化。尽管零售收入略有下降0.3%,但公司通过优化折扣策略,实现了零售门店盈利能力的改善。这些数据表明,李宁在"单品牌、多品类、多渠道"的核心战略下,正稳步提升其市场竞争力。投资者对李宁的业绩表现及未来增长前景给予积极评价,推动股价显著上涨。

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