?? > ???? > ??

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

????:2024-12-01 12:23:34 ??:????

????:??????:????????

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????????????????????»,?,????

??????????????:???????????????

????

  • ????
  • ????