【券商聚焦】中信建投维持李宁(02331)“买入”评级料下半年在低基数下有望提速增长

金吾资讯04-25

金吾财讯 | 中信建投发研报指，24Q1李宁(02331)牌流水增长低单位数，直营、经销、线上分别同比增长中单位数、下降中单位数、20%-30%低段增长，同店来看，直营下降低单位数、批发下降10%-20%中段，线上虚拟店铺20%-30%低段增长，线上增长良好主要系客流回转线上以及23Q1线上相对高基数（23Q1线下高单位数增长）。24Q1线上线下折扣率改善，库销比为4-4.5个月，环比Q4的3.6...

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【券商聚焦】中信建投维持李宁(02331)“买入”评级 料下半年在低基数下有望提速增长

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【券商聚焦】中信建投维持李宁(02331)“买入”评级料下半年在低基数下有望提速增长