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Could consumer stimulus send Li Ning stock vaulting higher?

The sportswear maker’s gross margin rose by 1 percentage point last year as it boosted its dividend payout ratio to 50%

This article only represents the author's own views.

It may be named for one of China’s first Olympic champions, but leading sportswear maker Li Ning Co. Ltd. (2331.HK) was a loser last year, as its stock sank 21% in 2024, even as the broader Hang Seng Index rallied 17%. But strong government support for sports in China could put some spring back into its step, reflected by the company’s solid performance last year in its latest annual results released late last month.

China’s sportswear market has long been dominated by Li Ning and archrival Anta (2020.HK), each regularly trying to one-up the other as Chinese sports enthusiasts increasingly embrace domestic brands. Anta reported impressive results last year, including a 52.4% jump in its profit and 13.6% revenue gain.

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詠竹坊(官網鏈接)提供在香港和美國上市的中國企業相關新聞,重點關注中小企業和籌備上市的公司。

Bamboo Works (official website) provides news on Chinese companies listed in Hong Kong and the United States, with a strong focus on mid-cap and also pre-IPO companies.

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