港股异动 | 李宁(02331)再跌超4% 高盛下调公司盈利预测 中金预计公司全年利润下滑23%
李宁(02331)早盘再跌超4%，截至发稿，跌4.25%，报18.04港元，成交额1.59亿港元。
消息面上，高盛发表研报称，将李宁在2023年至26年盈利预测下调11%至15%，反映销售增长放缓、营运支出较高、非营运利润较低、但毛利率略为改善。该行相信，其库存及市场折扣均是可控水平，但由于大众购买力仍有挑战，以及集团正重整其库存管理方式、产品、定价及渠道，额外支出及营运去杠杆均较预期变得重要。
中金发表报告，预测李宁去年收入将按年增长5%至271亿元人民币，纯利则预期按年下跌23%至31亿元人民币。富瑞则表示，展望2024年，预计各大品牌会审慎地维持现时库存水平，并基于需求不确定性，品牌会继续优先考虑利润率，而非销售增长。
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