《藍籌業績》李寧(02331.HK)去年純利40.64億元人幣升1.3% 派末期息46.27分人幣
李寧(02331.HK)公布截至去年12月底止全年業績,營業額258.03億元人民幣(下同),按年升14.3%。純利40.64億元,按年升1.3%;每股盈利155.38分。派每股末期息46.27分,上年同期派45.97分。
公司指,毛利率雖然下降4.6個百分點至48.4%,淨利率仍保持在15.7%的健康水平,權益持有人應
佔淨溢利微升至40.64億元。經營效率的改善在一定程度上弱化了新冠疫情的負面影響,整體零售流水(包括線上及線下)錄得中單位數增長。渠道庫存錄得20%至30%中段增長,主要由於生意規模擴大,公司為抓住生意的持續增長機會,按計劃進行提前佈局。不過,由於疫情下加大了零售終端和線上渠道的折扣力度,整體毛利率按年下降4.6個百分點至48.4%。
期內集團實現經營現金淨流入39.14億元;營運資金仍處於健康水平,平均營運資金總額佔收入比重6.8%。
截至去年12月底,於中國,李寧銷售點數量(不包括李寧YOUNG)共計6,295個,按季淨增加194個,年內淨增加360個。至於李寧YOUNG銷售點數量共計1,308個,按季淨增加70個,全年淨增加106個。
就2022年第四季度度最新營運情,公司指以去年同季度伊始已投入營運的李寧銷售點計算(不包括李寧YOUNG),整個平台之同店銷售按年錄得10%至20%高段下降。就渠道而言,零售渠道錄得20%至30%高段下降,批發(特許經銷商)渠道錄得20%至30%低段下降,電子商務虛擬店舖業務按年錄得低單位數下降。
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