????:1?????????:????????

2???????

3?????????

4?????????

5??????9598????

6?26??,???????????BOSIDENG(3998.HK)????????2023/24???????????????????????????????????,????????232.1????????,??????????????38.4%;?31.2?,?????44.7%;?????,????55.6%?????????8??????

??????????????,???43.8%

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

2023/24??????,????????????????????,????????????????,???????????195.2??,??84.1%,????43.8%,???????????;?26.7???????????,??11.5%,???????????16.4%;??????8.2????,???????3.5%,??16.6%;????2.0???????????????,?????????????????0.9%,????????????0.3%?

??,????“??”?????????????????????

???2023/24?????,???????????“?”??,????,??

2023????????,?????????????,????????????;????,?????????????????????????????????????????????,?????;???????,??

????????

2023??????9????,?????????,????,????,????,?????“????”?

2023?,???,???????????????,??????;????????????TOP??????????,?????????????,?????????????

?

2023????????11???,??“?????????????”IP,??????????,?,??????????

2023????,?Brand Finance(??????????????????????)????????“2023??????????????????????50?????”,?47????????;??“???????????????500???????????????”,?????30?????????????,??????145?????????????????????????????????????????,??2023?????????????«??500?????????????»????????????,??462????,?????

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

?????,2023/24????,???????????????????????????????????????TOP??????????????????,?????????TOP???;?????????,?“?????????”????????????????,???????????????“????????????????????”????????????????????2024?3??????,????????206?????????3217??

??????

??,??????2018???????????,??????????????????????????,?????????,????????????????????????,??,??????????????,??????????????????,??????????????????????????????????2024??????????3???????????????,???80%??????????????2023/24????,??69.3????,??40.6%?

??????

?????????????????????????????????/??????????????????,?????40%?????????,????,???????,??????????????????,?????????????

???TOP??,???????TOP??,??TOP?????????99%,??????????????????;????????????????,?????,??????

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

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

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

??,??2024???????????????????3??,??????????????115?????,????2023??3????????144??????29?????????;????????????19????????,????4?????,?????????

?????????????????,ESG????MSCI????

????,????2021?????,?????????????????????????ESG???????,?????????ESG?????;??????;????????????????????22????????????,?;??????,??????????????????????????????????????

2024?1???16????????,MSCI?ESG?????,?????????MSCI ESG????A,???

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

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