李宁(02331.HK)中期纯利增长196.01%至7.95亿元
格隆汇8月14日丨李宁(02331.HK)公布，截至2019年6月30日止六个月，实现收入62.55亿元人民币(单位下同)，同比增长32.72%；毛利31.08亿元，同比增长35.49%；公司权益持有人应占期内溢利7.95亿元，同比增长196.01%；每股基本收益32.88分；不派息。
公告称，集团期内收入较2018年同期上升32.7%，同比增幅大幅提升。通过有效地将中国元素与自有"体育基因"相融合，李宁品牌的认同度显着提升，各渠道收入均录得较高的增长。
其中：(a)随着特许经销商对李宁品牌的信心增强，同时考虑集团整体渠道架构的优化，集团将部分原自营店铺转接给经销商经营，并同意经销商开设大店、时尚店，使特许经销商收入录得40%中段增长；(b)受部分店铺转接经销商的影响，直接经营销售收入增幅略有放缓，但依然获得了超过10%的增长率；及(c)电子商务渠道近年来发展迅速，收入占比持续上升，增速强劲，录得30%高段增长。
据悉，以吊牌价计算，特许经销商于2019年6月份举办的2020年第一季度订货会李宁品牌产品订单(不包括李宁YOUNG及中国李宁)，按年录得10%-20%高段增长。
以去年同季度伊始已投入运营的李宁销售点(不包括李宁YOUNG)计算，截至2019年6月30日止第二季度，整个平台同店销售按年录得10%-20%中段增长。
就渠道而言，零售(直接经营)渠道和批发(特许经销商)渠道均录得10%-20%低段增长，电子商务虚拟店铺业务按年增长为30%-40%中段。
截至2019年6月30日止第二季度，李宁销售点(不包括李宁YOUNG)于整个平台零售流水按年录得20%-30%低段增长。就渠道而言，线下渠道(包括零售及批发)录得20%-30%低段增长，其中零售渠道录得高单位数增长及批发渠道录得20%-30%中段增长；电子商务虚拟店铺业务录得20%-30%高段增长。
截至2019年6月30日，于中国，李宁销售点数量(不包括李宁YOUNG)共计6,422个，较上一季末净增加112个，本年迄今净增加78个。在净增加的78个销售点中，零售业务净减少127个，批发业务净增加205个。
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