花旗发表报告指, 李宁 (02331.HK)重夺中国奥委会官方体育服装合作权,认为这项高知名度的赞助对李宁的长期品牌资产有正面影响,可望重振其销售成长。在管理层最近就2025年展望进行沟通之后,这项交易对李宁的平均售价和销售比率的短期财务影响可能已被投资者充分预期。对李宁评级“中性”,目标价14.36港元。此外,该行认为对安踏(02020.HK)影响负面,因为来自李宁的竞争日趋激烈,以及其部分...
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