中金发表报告指，李宁股东非凡领越近期公告，于1月10日至6月19日增持李宁合计1,809万股，总代价2.75亿港元，均价15.2港元。该行相信控股股东的增持将有助于李宁的经营与管理稳健推进。该行维持对其“跑赢行业”评级和目标价20.82港元。 报告指，李宁一方面坚持对各级别篮球联赛的赞助力度同时积极保持新款新科技的推出维持品牌调性，另一方面控制订单规模维持库存健康度。公司签约球员在2025年NBA选秀大会中以第16顺位被选中，成为中国第三位NBA首轮秀。该行认为，中长期看由于较大的基数篮球仍是重要的体育运动之一，作为在这一运动上的领军品牌，签约的中国球员重返NBA将会有利于李宁品牌在篮球业务上保持竞争力，提振品牌声量。
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