李寧(02331.HK):銷量已按月改善 視港為跳板 冀2025年後進軍海外市場
李寧(02331.HK)執行董事及聯席行政總裁錢煒表示,今年目標全年收入增長達10%至20%,淨利潤率全年則保持10%至20%中段的合理水平;他指,隨著客流回暖,目前銷量已按月改變,惟線上銷量尚未回到疫前水平。
他表示,今年或會在港再開設3間實體門店,又指目前會集中發展內地市場,並視香港為跳板,期望吸納具國際視野的年輕人才,提前做好籌備,冀望在2025年後進軍海外市場。
他表示,受疫情影響,去年毛利率較低,期望今年改善達目標,並對集團前景持審慎樂觀方法;他表示,去年庫存水平良好,其風險健康可控,但強調庫存水平高不代表滯銷,主要是疫情導致物流問題出現,令商店要提前提高入貨量,令庫存短期內受壓。
他形容,疫後為外部環境帶來積極因素,認為運動成為生活必需品,利好運動品牌銷售,樂見消費模式轉變,對集團是一個積極信號。他強調,集團並不考慮走向多品牌、多渠道的策略,會專注做好單一品牌。
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