李寧(02331.HK)股價跌近3% 次季整體零售流水按年錄低單位數增長
李寧(02331.HK)今日低開2.24%,最低見15.28元一度下滑近4.4%。現報15.58元,跌2.99%,成交755.9萬股,涉資1.18億元。
李寧(02331.HK)昨日收市後公布,截至2025年6月30日止第二季度,李寧銷售點(不包括李寧YOUNG)於整個平台之零售流水按年錄得低單位數增長。美銀證券指李寧第二季銷售數據符合預期,但認為其毛利率面臨風險,重申「中性」評級,微降目標價由16.3元降至16元,降其今明兩年每股盈利預測各8%及2%。
銷售點數量方面,截至2025年6月30日,李寧於中國銷售點數量(不包括李寧YOUNG)共計6,099個,較上一季末淨增加11個,本年迄今淨減少18個。在淨減少的18個銷售點中,零售業務淨減少19個,批發業務淨增加1個。同期,於中國,李寧YOUNG銷售點數量共計1,435個,較上一季末淨減少18個,本年迄今淨減少33個。
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