Li Ning Company Limited

Report azionario SEHK:2331

Capitalizzazione di mercato: HK$38.9b

Li Ning Crescita futura

Criteri Future verificati 1/6

Li Ning prevede che gli utili e i ricavi cresceranno rispettivamente di 8.9% e 6.1% all'anno. Si prevede che l'EPS crescerà di 8.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 11.8% in 3 anni.

Informazioni chiave

8.9%

Tasso di crescita degli utili

8.82%

Tasso di crescita dell'EPS

Luxury crescita degli utili9.1%
Tasso di crescita dei ricavi6.1%
Rendimento futuro del capitale proprio11.77%
Copertura analitica

Good

Ultimo aggiornamento24 Jun 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi Apr 24

Li Ning Company Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Li Ning Company Limited ( HKG:2331 ) shareholders are probably feeling a little disappointed, since its shares fell...

Recent updates

Aggiornamento della narrazione Jun 16

2331: Curry Partnership And Dividend Policy Will Support Future Margin Upside

Analysts have trimmed their fair value estimate for Li Ning slightly to around HK$25.84 from about HK$26.07, reflecting modest tweaks to assumptions for revenue growth, profit margins, and future P/E following recent research updates. What’s in the News for Li Ning Stephen Curry and Li Ning announced a long term partnership to co develop product lines under the Curry Brand, with plans to open Curry Brand stores in both China and the United States.
Aggiornamento della narrazione Jun 02

2331: Curry Brand Partnership Will Support Future Margin Execution Upside

Analysts have nudged their fair value estimate for Li Ning to about HK$26.07 from roughly HK$25.95, citing updated assumptions around discount rates, revenue growth, margins and future P/E that align with recent Street research commentary. What's in the News Stephen Curry and Li Ning entered a long term partnership to co develop product lines under the Curry Brand, with plans to open Curry Brand stores in China and the United States, according to recent news reports.
Aggiornamento della narrazione May 08

2331: Upcoming Results And Dividend Decision Will Underpin Upgraded Broker Confidence

Analysts have raised their price target on Li Ning to HK$35.54 from HK$34.98, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E expectations. Analyst Commentary Recent research points to a more constructive stance on Li Ning, with bullish analysts adjusting their models to reflect updated assumptions on growth, margins and valuation multiples.
Articolo di analisi Apr 24

Li Ning Company Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Li Ning Company Limited ( HKG:2331 ) shareholders are probably feeling a little disappointed, since its shares fell...
Aggiornamento della narrazione Apr 23

2331: Future Margin Execution And Recent Upgrade Will Support Upside

Analysts have nudged their fair value estimate for Li Ning to HK$25.95 from about HK$25.79, reflecting their recent upgrade and updated assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Analysts updating their models around the HK$25.95 fair value are focusing on how Li Ning can balance growth ambitions with disciplined execution and valuation support.
Aggiornamento della narrazione Apr 07

2331: Future Margin Execution And Puma Bid Potential Will Support Upside

Narrative Update: Li Ning Analysts have lifted their fair value estimate for Li Ning from about HK$21.89 to around HK$25.79, citing updated assumptions for revenue growth, profit margins and forward P/E, which result in a higher long term price target. Analyst Commentary Recent research, including a fresh upgrade from Goldman Sachs, focuses on how Li Ning can justify a higher fair value through execution on growth plans, profitability, and capital allocation.
Aggiornamento della narrazione Mar 24

2331: Elevated P/E Assumptions Will Likely Expose Limited Upside Risk

Analysts have lifted their HK$ fair value estimate for Li Ning from about HK$12.06 to around HK$17.02, citing updated assumptions for revenue growth, profit margins and future P/E multiples following recent research updates. Analyst Commentary Recent research points to a mixed backdrop for Li Ning, with some optimism around fair value and execution, but also a clear set of risks that readers should keep on their radar.
Aggiornamento della narrazione Mar 09

2331: Upcoming Results And Dividend Decision Will Support Future Upside Potential

Analysts have raised their price target for Li Ning, with fair value moving slightly from HK$34.50 to HK$34.98 as they factor in modest adjustments to discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Board meeting scheduled for Mar 19, 2026, to approve the announcement of interim results for the year ended Dec 31, 2025, for Li Ning and its subsidiaries for publication (Key Developments).
Aggiornamento della narrazione Feb 23

2331: Potential Puma Bid Interest Will Support Future Upside Potential

Analysts have nudged their fair value estimate for Li Ning to HK$34.50 from HK$34.28, reflecting slightly adjusted assumptions on the discount rate, revenue growth, profit margin and future P/E, which together support a modestly higher price target. What's in the News Media reports indicate that ANTA Sports Products is exploring a potential takeover bid for Puma, and Li Ning is cited as another Chinese sportswear group that has been taking an early look at the German brand and discussing financing options with banks.
Aggiornamento della narrazione Feb 09

2331: Potential Puma Deal Will Drive Future Upside And Brand Expansion Potential

Analysts have nudged their price target on Li Ning slightly higher, to an implied fair value of about $34.28 from roughly $34.13, citing small tweaks to assumptions around the discount rate, revenue growth, profit margin, and forward P/E. What's in the News Media reports link Li Ning as a potential bidder for German sportswear brand Puma SE, alongside ANTA Sports and ASICS, with interest centered on a possible takeover process involving multiple parties (Bloomberg / Reuters) Reports indicate Li Ning has been discussing financing options with banks as it takes an early look at a possible Puma transaction.
Aggiornamento della narrazione Jan 26

2331: Potential Puma Bid Will Support Future Upside And Brand Expansion Potential

Analysts have slightly increased their fair value estimate for Li Ning to HK$34.13 from HK$34.06, citing updated assumptions around revenue growth, profit margin and future P/E multiples. What's in the News Media reports suggest Li Ning is among potential bidders exploring a possible takeover of German sportswear brand Puma SE, alongside ANTA Sports Products and ASICS Corporation (Bloomberg/Reuters report).
Aggiornamento della narrazione Jan 11

2331: Potential Puma Bid Will Support Future Upside With Improved Profit Outlook

Analysts have raised their fair value estimate for Li Ning from HK$33.47 to about HK$34.06, citing updated assumptions that combine a lower discount rate and slightly higher projected profit margins with more moderate revenue growth and a higher anticipated future P/E multiple. What's in the News Media reports indicate Chinese sportswear group Li Ning is among potential bidders evaluating a possible takeover of German sportswear brand Puma, alongside ANTA Sports and ASICS (Bloomberg, Reuters).
Articolo di analisi Jan 03

Here's What's Concerning About Li Ning's (HKG:2331) Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Aggiornamento della narrazione Dec 26

2331: Future Puma Bid Potential Will Support Long Term Upside

Analysts have raised their price target on Li Ning slightly from roughly $21.40 to about $21.89, citing modest improvements in long term valuation multiples despite slightly softer expectations for revenue growth and profit margins. What's in the News Li Ning has been cited among potential bidders evaluating a possible takeover of German sportswear brand Puma SE, alongside Chinese peer ANTA Sports and Japan's ASICS, according to media reports on early stage discussions (Bloomberg / Reuters).
Aggiornamento della narrazione Dec 12

2331: Potential Puma Bid Will Drive Future Upside Despite Slightly Higher Risk

Analysts have trimmed their price target for Li Ning slightly to reflect a modest adjustment in fair value and discount rate assumptions, even as they factor in marginally stronger long term revenue growth and stable profit margins. What's in the News Li Ning has been identified among potential bidders that are exploring an early-stage review of acquiring German sportswear brand Puma, alongside ANTA Sports and ASICS.
Articolo di analisi Dec 03

Is Li Ning Company Limited (HKG:2331) Potentially Undervalued?

Li Ning Company Limited ( HKG:2331 ), might not be a large cap stock, but it saw significant share price movement...
Articolo di analisi Nov 18

Li Ning Company Limited (HKG:2331) Shares Could Be 21% Below Their Intrinsic Value Estimate

Key Insights Li Ning's estimated fair value is HK$21.97 based on 2 Stage Free Cash Flow to Equity Li Ning's HK$17.26...
Articolo di analisi Oct 12

Some Confidence Is Lacking In Li Ning Company Limited's (HKG:2331) P/E

There wouldn't be many who think Li Ning Company Limited's ( HKG:2331 ) price-to-earnings (or "P/E") ratio of 14.3x is...
Articolo di analisi Aug 27

Li Ning's (HKG:2331) Dividend Will Be CN¥0.368

The board of Li Ning Company Limited ( HKG:2331 ) has announced that it will pay a dividend on the 16th of September...
Aggiornamento della narrazione Aug 24

Premium Product Focus And Digital Channels Will Build Future Success

The upward revision of Li Ning’s consensus price target reflects improved revenue growth forecasts and a higher prospective P/E multiple, with fair value rising from HK$18.54 to HK$19.79. What's in the News Interim dividend of RMB 0.3359 per share announced for six months ended June 30, 2025.
Articolo di analisi Aug 17

Is Now An Opportune Moment To Examine Li Ning Company Limited (HKG:2331)?

SEHK:2331 1 Year Share Price vs Fair Value Explore Li Ning's Fair Values from the Community and select yours Li Ning...
Articolo di analisi Aug 01

There Are Reasons To Feel Uneasy About Li Ning's (HKG:2331) Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Articolo di analisi Jun 30

Li Ning Company Limited's (HKG:2331) Intrinsic Value Is Potentially 41% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Li Ning fair value estimate is HK$23.53 Li Ning's HK$16.68...
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Nuova narrazione Jun 22

Premium Product Focus And Digital Channels Will Build Future Success

Emphasis on premium products, innovation, and digital channels is strengthening Li Ning's brand, pricing power, and profitability while reducing reliance on physical stores.

Previsioni di crescita degli utili e dei ricavi

SEHK:2331 - Stime future degli analisti e dati finanziari passati (CNY Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202836,0923,8573,3185,34126
12/31/202733,7863,4532,9374,81831
12/31/202631,7153,0352,4714,47530
12/31/202529,5982,9363,5654,852N/A
9/30/202529,3732,8673,5424,900N/A
6/30/202529,1472,7983,5204,949N/A
3/31/202528,9112,9063,6425,108N/A
12/31/202428,6763,0133,7655,268N/A
9/30/202428,3003,0153,6295,372N/A
6/30/202427,9253,0183,4935,476N/A
3/31/202427,7623,1023,0835,082N/A
12/31/202327,5983,1872,6734,688N/A
9/30/202327,5063,5912,4244,480N/A
6/30/202327,4143,9962,1754,273N/A
3/31/202326,6094,0301,9854,093N/A
12/31/202225,8034,0641,7953,914N/A
9/30/202225,2944,1512,2514,349N/A
6/30/202224,7844,2382,7074,784N/A
3/31/202223,6784,1243,7155,655N/A
12/31/202122,5724,0114,7226,525N/A
9/30/202120,5223,4944,7466,067N/A
6/30/202118,4732,9774,7705,609N/A
3/31/202116,4652,3383,3944,186N/A
12/31/202014,4571,6982,0182,763N/A
9/30/202014,1261,5431,9312,690N/A
6/30/202013,7961,3871,8452,616N/A
3/31/202013,8331,4432,3313,060N/A
12/31/201913,8701,4992,8183,503N/A
9/30/201912,9611,370N/A2,941N/A
6/30/201912,0531,242N/A2,378N/A
3/31/201911,282978N/A2,025N/A
12/31/201810,511715N/A1,672N/A
9/30/201810,051655N/A1,451N/A
6/30/20189,591595N/A1,231N/A
3/31/20189,232555N/A1,195N/A
12/31/20178,874515N/A1,159N/A
9/30/20178,645446N/A1,199N/A
6/30/20178,416376N/A1,238N/A
3/31/20178,216316N/A1,117N/A
12/31/20168,015256N/A995N/A
9/30/20167,757172N/A931N/A
6/30/20167,49989N/A866N/A
3/31/20167,29423N/A777N/A
12/31/20157,089-43N/A687N/A
6/30/20156,097-308N/A91N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di 2331 ( 8.9% all'anno) è superiore al tasso di risparmio ( 3% ).

Guadagni vs Mercato: Si prevede che gli utili di 2331 ( 8.9% all'anno) cresceranno più lentamente rispetto al mercato Hong Kong ( 12.9% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di 2331 cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di 2331 ( 6.1% all'anno) crescerà più lentamente rispetto al mercato Hong Kong ( 9% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di 2331 ( 6.1% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di 2331 sarà basso tra 3 anni ( 11.8 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/25 00:55
Prezzo dell'azione a fine giornata2026/06/25 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Li Ning Company Limited è coperta da 57 analisti. 31 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Vineet Kulbandu SharmaBarclays
Jiaying HuangBarclays
Melinda HuBernstein