【券商聚焦】中信建投维持李宁(02331)“买入”评级料24Q1仍处于缓慢复苏阶段

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金吾财讯 | 中信建投发研报指，李宁(02331)2023年营收增速放缓，主要系客流恢复较慢、电商竞争加剧以及渠道窜货下公司下半年对加盟商发货进行控制；受减值计提及销售费用率提升影响，23年归母净利润承压。跑步和健身品类在产品力提升及矩阵不断完善下表现亮眼，篮球品类较为疲软；23年底门店数7668家/+0.9%。23年年底渠道库存周转下降至3.6个月。展望后续，预计24Q1仍处于缓慢复苏阶段，公司...

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【券商聚焦】中信建投维持李宁(02331)“买入”评级 料24Q1仍处于缓慢复苏阶段

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【券商聚焦】中信建投维持李宁(02331)“买入”评级料24Q1仍处于缓慢复苏阶段