????:2024-11-30 19:53:51 ??:????
????:???????:???????vx
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?????»,??????,????
????????????:?????????????????