港股市场今日开盘后，知名运动品牌李宁（02331.HK）股价表现不佳，盘中一度大跌7.85%。这一跌幅引发了市场的广泛关注，投资者对公司未来发展前景产生了担忧。
根据公司最新发布的2024年财报，李宁业绩增速明显放缓。2024年，公司实现营收286.76亿元，同比仅增长3.9%；归属于上市公司股东的净利润为30.13亿元，同比下降5.5%。这一业绩表现明显落后于安踏体育、特步国际等同行。更令市场担忧的是，李宁给出了令人失望的2025年业绩指引，预期全年收入同比持平，净利率将进一步下滑至高单位数水平。
除业绩增速放缓外，李宁还面临多重挑战。公司2024年线下销售数据不容乐观，整体线下零售流水下降，日均客流量下降10%-20%。同时，库存压力有所增加，2024年全渠道库存同比增加高单位数，高于收入增速。面对这些挑战，李宁管理层表示将采取"稳健经营、夯实基础、务实发展"的策略，但市场对公司短期内扭转颓势的能力仍持谨慎态度。在不确定的消费环境下，李宁等传统体育品牌或将继续面临增长瓶颈，公司股价短期内可能仍将承压。
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