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Li Ning Company LimitedSEHK:2331 주식 보고서

시가총액 HK$41.9b
주가
HK$16.26
HK$25.84
37.1% 저평가 내재 할인율
1Y3.4%
7D-9.4%
1D
포트폴리오 가치
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Li Ning Company Limited

SEHK:2331 주식 리포트

시가총액: HK$41.9b

Li Ning (2331) 주식 개요

스포츠 브랜드 회사인 리닝 컴퍼니는 중화인민공화국에서 스포츠 용품의 연구 개발, 디자인, 제조, 마케팅, 유통 및 소매업에 종사하는 기업입니다. 자세히 보기

2331 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장1/6
과거 실적1/6
재무 건전성6/6
배당3/6

2331 Community Fair Values

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See what 13 others think this stock is worth. Follow their fair value or set your own to get alerts.

Li Ning Company Limited 경쟁사

가격 이력 및 성과

Li Ning 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가HK$16.26
52주 최고가HK$23.42
52주 최저가HK$15.28
베타0.90
1개월 변동-11.15%
3개월 변동-22.87%
1년 변동3.44%
3년 변동-62.14%
5년 변동-80.31%
IPO 이후 변동591.91%

최근 뉴스 및 업데이트

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
User avatar
새로운 내러티브 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.

주주 수익률

2331HK LuxuryHK 시장
7D-9.4%-5.3%-3.9%
1Y3.4%-16.7%3.0%

수익률 대 산업: 2331은 지난 1년 동안 -16.7%의 수익을 기록한 Hong Kong Luxury 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: 2331은 지난 1년 동안 3%의 수익을 기록한 Hong Kong 시장과 동일한 성과를 보였습니다.

주가 변동성

Is 2331's price volatile compared to industry and market?
2331 volatility
2331 Average Weekly Movement4.5%
Luxury Industry Average Movement6.6%
Market Average Movement7.5%
10% most volatile stocks in HK Market16.0%
10% least volatile stocks in HK Market3.6%

안정적인 주가: 2331는 지난 3개월 동안 Hong Kong 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: 2331의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19905,152Ning Liwww.lining.com

스포츠 브랜드 회사인 리닝 컴퍼니는 중화인민공화국에서 스포츠 용품의 연구 개발, 디자인, 제조, 마케팅, 유통 및 소매업에 종사하는 회사입니다. LI-NING 브랜드로 전문 및 레저용 신발, 의류, 장비, 액세서리 등 스포츠 용품을 제공합니다. 또한 AIGLE 브랜드로 아웃도어 스포츠 제품, Double Happiness 브랜드로 탁구 제품, Kason 브랜드로 배드민턴 제품을 개발, 제조, 마케팅, 유통 및 판매하고 있습니다.

Li Ning Company Limited 기초 지표 요약

Li Ning의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
2331 기초 통계
시가총액HK$41.88b
순이익 (TTM)HK$3.40b
매출 (TTM)HK$34.27b
12.3x
주가수익비율(P/E)
1.2x
주가매출비율(P/S)

2331는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
2331 손익계산서 (TTM)
매출CN¥29.60b
매출원가CN¥15.11b
총이익CN¥14.49b
기타 비용CN¥11.55b
순이익CN¥2.94b

최근 보고된 실적

Dec 31, 2025

다음 실적 발표일

해당 없음

주당순이익(EPS)1.14
총이익률48.95%
순이익률9.92%
부채/자본 비율0%

2331의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

4.1%
현재 배당 수익률
50%
배당 성향

2331는 안정적으로 배당을 지급합니까?

2331 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 2331를 매수해야 하나요?
Li Ning 배당 일정
배당락일Jun 15 2026
배당 지급일Jun 29 2026
배당락일까지 남은 일수7 days
배당 지급일까지 남은 일수7 days

2331는 안정적으로 배당을 지급합니까?

2331 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/21 01:45
종가2026/06/18 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

Li Ning Company Limited는 57명의 분석가가 다루고 있습니다. 이 중 31명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Vineet Kulbandu SharmaBarclays
Jiaying HuangBarclays
Melinda HuBernstein