李宁(02331.HK)贸易战短期未见大影响专注单品牌暂无并购计划
李宁(02331.HK)主席兼代理行政总裁李宁出席股东会後表示,由於公司主要销售在境内,故贸易战未见大影响,但长远而言或多或少会受影响。首席财务官曾华锋指,由於公司不是卖奢侈品,故短期影响不会很大,但长远一定要谨慎。
针对同业频频并购,李宁强调,公司专注单品牌、多品类策略,暂专注李宁品牌发展包括产品研发、市场推广及供应链管理等,未有并购计划。他续指,公司未来会看看如何更有效率利用直营或分销渠道,坦言过往一些店铺效率不理想,故有不断调整以提升能力、创造更好效率的店面,他又强调线上线下都有需要,每一渠道都有不同效率,而移动互联网下亦有很多可融合。
针对首季公司销售点数量减少,曾华锋指,通常关店都会是在首季,若按年比较销售点数量有增加,强调公司最主要仍是聚焦於店效。
针对非凡中国(08032.HK)配售李宁股份,同时作为非凡中国主席的李宁表示,会继续支持公司,并无减持计划。他又指仍在为李宁公司寻找行政总裁,如有消息会再作公布。
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