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港股異動丨李寧升超6% Q1零售流水微增 電商業務增長超20%

李寧(2331.HK)拉昇升超6%,連續2日反彈逾10%,現報18.52港元,暫成交3.17億港元,總市值479億港元。截至2024年3月31日止第一季度,李寧銷售點(不包括李寧YOUNG)於整個平台的零售流水按年取得低單位數增長。就渠道而言,線下渠道(包括零售及批發)取得低單位數下降,其中零售(直接經營)渠道取得中單位數增長,批發(特許經銷商)渠道取得中單位數下降;電子商務虛擬店鋪業務取得20%-30%低段增長。野村認為,李寧2024年第一季營運數據顯示,銷售符合預期。該公司正在實現其相對保守的中個位數全年銷售增長目標中穩步前行。中金指出,公司1Q24線上渠道好於線下、直營渠道好於批發,跑步品類表現更好;零售折扣同比改善,庫存保持健康水平;渠道、產品、營銷持續調優。

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