Li Ning Company Limited

SEHK:2331 주식 리포트

시가총액: HK$38.6b

Li Ning 향후 성장

Future 기준 점검 1/6

Li Ning (는) 각각 연간 7.8% 및 5.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.2% 로 예상됩니다.

핵심 정보

7.8%

이익 성장률

7.72%

EPS 성장률

Luxury 이익 성장8.3%
매출 성장률5.8%
향후 자기자본이익률11.17%
애널리스트 커버리지

Good

마지막 업데이트20 Jul 2026

최근 향후 성장 업데이트

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 • Jul 15

2331: Upcoming Dividend Payout Will Support Future Re Rating

Li Ning’s analyst price target has been revised from about HK$18.10 to around HK$17.20, as analysts factor in updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Li Ning Li Ning shareholders approved an ordinary final dividend of RMB0.2336 per share for the year ended 31 December 2025 at the AGM held on 11 June 2026.
내러티브 업데이트 • Jun 30

2331: Lower Discount Rate And Dividend Payout Will Support Future Re Rating

Analysts have lifted their price target for Li Ning to HK$18.10 from HK$17.02, reflecting updates to fair value estimates that factor in revised assumptions for discount rates, revenue growth, profit margins and future P/E multiples. What’s in the News for Li Ning At the AGM held on 11 June 2026, Li Ning shareholders approved an ordinary final dividend of 23.36 RMB cents per share for the year ended 31 December 2025.
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...
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.

이익 및 매출 성장 예측

SEHK:2331 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202835,5573,6563,0935,13727
12/31/202733,2873,2572,7964,71031
12/31/202631,3052,8852,4874,34631
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

애널리스트 향후 성장 전망

수입 대 저축률: 2331 의 연간 예상 수익 증가율(7.8%)이 saving rate(3%)보다 높습니다.

수익 vs 시장: 2331 의 연간 수익(7.8%)이 Hong Kong 시장(12.3%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: 2331 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 2331 의 수익(연간 5.8%)이 Hong Kong 시장(연간 8.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: 2331 의 수익(연간 5.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 2331의 자본 수익률은 3년 후 11.2%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/20 16:56
종가2026/07/20 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.

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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