????:2024-12-01 09:05:50 ??:????
????:qq????????:????????
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 Finance2024??????????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+XESG?????????,????,??????????ESG???????,??????????????2038??????
????,???????????????????????,?????????????????????,???,????????????,????????????????????????
24/25?????,????????????????????????????????????????????
???????????????????,????,?????????????????????,???????????(?????????????????????)??????????,????????????????????????????????????????????
??????????,????«2024???????»,??????,????
???:?????????