?? > ???? > ??

??????? ??????????????

????:2024-12-01 12:58:16 ??:????

????:??498??????:???????????

11???28??,???????????24/25???????,????????????????20?????????,?????????????????????

?????(3998.HK)????2024/25??????????????

????,?????????????????,?????????????,??,???,???????,????,???

????????,????????????????“???????????????????”,????????????????????,????“?”??????????????????,???????

????????????,??

?,24/25??????,?????????????17.8%?88???????????;???????23%???????????11.3?????????,?????24/25??,???????19.6%,???????(????)???????????????28.3%?

?(3998.HK)2024/25???

???????????,?????,2018 ????????????????????????,????“?????????,???????”????????,???????????,?????,????????

??,????????????????,??????“????”???????,??????????????,?????????????,??

??,24/25??,???19.4%???52.8????????????24/25???????????,?????????????????3.9???????????,??????????????????47.1%,??6.0?????

???????????????????,??????“???????????????????????????????????”?????,????????

??????????,?2023??????????????1960??,???????????????????????????????,????????????????????,????????????2028??????????,??,????????11%???????

24/25??????????????????,????,???????????????13.4%????23.2???????????,???OEM??ODM??????????????,???

????,????????????

??????????,??????????????,???????,?????????????Top?????????Top???????,???,??????

?????????????,??????,?????,??????

????Brand Finance“2024?50????????????????????????(Brand Finance Apparel 50 2024)”,?????46?????????;??(World Brand Lab)“2024???????????????????????500??????????????”,?????????????268??????;???“2024??????”??????,????????????8?????,??

??????????????????“?????????”??????

??????????????????,??????????????????24/25????,?????????????,????«??????»????????????????????????????“??????”????,??

?????????????????????????????,???????????,?????????????????????????????2024???????????“??????????????”????????????????????,?????????????,??????,???????????

???????????

??????,??,??????????????????????,????????????????,????,??????,???????????????????????

??????,??Top????,????????,??????????????Top?????????,???????

??????????????????TOP??????????,?

???????,??????????????,??????????,??????,?????????????????,????,????30%?

???????,????9?IP????????????11??????????????????????????????24/25????????,??24.1%?

ESG???????????

????????????(S&P Global)??2024???????????????????????7????16????????????????«???????(??)2024»,?????????????ESG????????60??????????????1735?,???«????????(????)2024»,???,????

??????????????“1+3+X” ESG ????

????????,??????????“1+3+X”ESG??,???????????????????“????????????,???????”??????????ESG??????????????????,????“??????????2038???????”??????????????????

????,??????????????,??????????????????????????????,????,??????,?????

24/25?,?????????????????????????????????

???????????

???,??,???????????????????????????????????????,?????????????(????????????????????????????????????)???????????????????????????????????,????????????????

????,???????????«2024????»,???????????????,????????

???:??

????

  • ????
  • ????