《藍籌業績》李寧(02331.HK)半年純利21.21億人幣跌3.1% 派中期息36.2分人幣
李寧(02331.HK)公布截至今年6月底止中期業績,營業額140.19億元人民幣(下同),按年升13%。純利21.21億元,按年跌3.1%;每股盈利80.63分。派中期息36.2分,上年同期不派息。
期內,經營現金淨流入上升22.7%至19.42億元。毛利率為48.8%,淨利率保持在15.1%的健康水平。整體零售流水(包括線上及線下)錄得10%至20%低段增長。渠道庫存較上年末下降低單位數,庫存周轉與庫齡結構保持在健康水平。新品線下零售流水錄得高單位數增長,新品流水佔比87%,售罄率6個月按年持平,3個月下跌2個百分點。
第二季,李寧銷售點(不包括李寧YOUNG)於整個平台之零售流水按年錄得10%至20%低段增長。就渠道而言,線下渠道(包括零售及批發)錄得10%至20%低段增長,其中零售渠道錄得20%至30%低段增長,批發渠道錄得高單位數增長;電子商務虛擬店舖業務錄得低單位數增長。第二季整個平台同店銷售按年有低單位數下跌。
截至6月底,於中國,李寧銷售點數量(不包括李寧YOUNG)共計6,167個,較上一季末淨減少39個,本年迄今淨減少128個。在淨減少的128個銷售點中,零售業務淨減少7個,批發業務淨減少121個。於中國,李寧YOUNG銷售點數量共計1,281個,較上一季末淨增加28個,本年迄今淨減少27個。
公司執行主席兼聯席行政總裁李寧表示,展望今年下半年,全球經濟下行勢頭有所緩和,主要經濟體通脹持續回落,全球服務業穩定復甦,但製造業和商品貿易業復甦較為疲軟和具有挑戰。中國總體經濟運行延續恢復態勢,消費保持溫和修復,實現提振消費信心和促進消費的目標。公司持續秉持「單品牌、多品類、多渠道」的核心戰略,聚焦專業運動、品牌積澱和產品創新,「肌肉型」的企業組織能力助力李寧實現可持續性成長和盈利能力。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.