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李寧(02331.HK)首季經營表現按年持平 今年仍以內地市場為重心
阿思達克 03-20 13:18
李寧(02331.HK)執行董事及聯席行政總裁錢煒指,雖然李寧於去年確實面對不穩定的市場環境,不過公司2023年的庫存管理水平是過去五年內最好,而且相關數字仍保持在健康水平,會伴隨公司的經營狀態作出調整。 另外,李寧集團副總裁及首席財務官趙東升亦提到,2023年疫情限制放寬後,環球消費場所更為多樣化,對公司線上業務有一定挑戰。他透露,現時李寧的電商業務已佔公司整體業務比例約30%,並屬於較高的佔比,2024年李寧的電商發展將保持穩健經營、務實發展策略。 趙東升續稱,現時電商仍面對較大的市場環境挑戰,不過同時留意到公司產品結構的機會。因此對公司產品於電商銷售有足夠信心,但對日後巨大的經營環境會審慎看待。 李寧管理層亦透露,公司2024年第一季整體業績表現與去年持平,並將以穩中求進的方式發展。另外,現時公司於港澳地區開設李寧門市,管理層指目的是為了日後開拓海外市場作突破。不過在公司不確定海外市場環境,以及中國市場仍有很大的發展空間的情況下,今年李寧仍會專注於中國內地市場的業務發展,但不排除在海外市場會有破格的動作。
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