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2331.HK HKEX Apparel & Accessories

Li Ning Co Ltd

HK$18,09
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About

Li Ning Co Ltd is a Chinese sportswear and athletic footwear company that designs, markets, and distributes branded apparel, footwear, and accessories under the Li Ning brand, primarily in the Greater China region.

Business. Li Ning Co Ltd (2331.HK) is a consumer cyclicals company operating in the apparel and accessories industry. The firm generates revenue through the sale of products, with key performance indicators including organic revenue growth, comparable store sales, and gross margin. Li Ning is headquartered in China and is primarily listed on the Hong Kong Stock Exchange. Specific details regarding operating segments and geographic revenue mix are not provided in the available data.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Products
IndustryApparel & Accessories
Generated · model-assisted
Sell-side consensus
BUY33 analysts
27 buy5 hold1 sell
Avg 12m price target25,43

Analyst recommendations

33 analysts · consensus Buy
Buy27
Hold5
Sell1
12-month price target
25,43
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
33 analysts · indicative
Ownership
PNC Investments LLC
largest disclosed fund holder
Profitability
not yet wired
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 2331.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 2331.HK. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Li Ning Co Ltd (2331.HK) is a consumer cyclicals company operating in the apparel and accessories industry. The firm generates revenue through the sale of products, with key performance indicators including organic revenue growth, comparable store sales, and gross margin. Li Ning is headquartered in China and is primarily listed on the Hong Kong Stock Exchange. Specific details regarding operating segments and geographic revenue mix are not provided in the available data.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Products
    IndustryApparel & Accessories
    AI synthesis
    GENERATED

    Li Ning's capital structure is characterized by a lack of detailed liquidity metrics, as liquidity risk could not be assessed due to missing balance-sheet inputs and no going-concern language in source documents. The company has no dilutive shares outstanding, as basic and diluted shares are equal at 2.58 billion.

    Profitability metrics are not available in the current valuation snapshot, and no industry-specific preferred metrics are provided for comparison. Without access to operating margins, ROIC, or EBITDA, it is not possible to assess Li Ning's returns relative to the Apparel & Accessories industry median.

    The company's revenue is concentrated in the Greater China region, which is its primary market. No segment-level revenue breakdown is available in the input data, so geographic exposure cannot be quantified beyond this general observation.

    Growth trajectory is not quantifiable due to the absence of historical revenue data and forward-looking guidance in the input. Analysts have provided a mean price target of 25.43 CNY and a median of 24.55 CNY, with 13 strong-buy and 14 buy ratings, but these do not translate directly into revenue growth expectations.

    Risk factors include the inability to assess liquidity risk and the absence of detailed credit risk metrics. Dilution risk is currently low, as no dilutive instruments are outstanding. However, the lack of balance-sheet data limits the ability to evaluate creditworthiness or capital structure resilience.

    Recent events include analyst activity, with 32 total ratings (13 strong buy, 14 buy, 5 hold) and a wide range of price targets from 18.00 to 48.00 CNY. No recent filings or transcripts are available in the input data to provide additional context on strategic or operational developments.

    Key takeaways
    • Li Ning's capital structure lacks detailed liquidity metrics, and no dilutive shares are outstanding.
    • Profitability and returns data are not available for comparison to industry benchmarks.
    • Revenue is concentrated in the Greater China region, with no segment-level breakdown provided.
    • Analysts are generally optimistic, with a mean price target of 25.43 CNY and a median of 24.55 CNY.
    • Risk assessment is limited due to missing balance-sheet data and no going-concern language in source documents.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Annual
    ANNUALFiled 2026-03-19
    FY 2026 · Full-year highlights

    Revenue ¥29.60B, +3,2% YoY; Operating income +6,0% YoY.

    Revenue¥29.60B+3,2 % YoY
    Operating income¥3.90B+6,0 % YoY
    Net income¥2.94B−2,6 % YoY
    Free cash flow¥1.52B−16,9 % YoY
    EPS
    Operating cash flow¥4.85B−7,9 % YoY
    Financials
    Income statement
    Revenue¥29.60B
    Gross profit¥14.49B
    Operating income¥3.90B
    Net income¥2.94B
    Margins
    Gross margin49.0%
    Operating margin13.2%
    Net margin9.9%
    FCF margin5.1%
    Balance sheet
    Total assets¥37.71B
    Total liabilities¥10.09B
    Total equity¥27.63B
    Cash & equivalents¥1.44B
    Long-term debt¥2.06B
    Cash flow
    Operating cash flow¥4.85B
    CapEx-¥1.29B
    Free cash flow¥1.52B
    SBC
    P&L flow · revenue → net income
    Revenue ¥29.60BOperating costs ¥25.70BTax ¥962.5MNet income ¥2.94B
    Highlights
    • Revenue ¥29.60B, +3,2% YoY
    • Operating income +6,0% YoY
    • Net income −2,6% YoY
    • Free cash flow −16,9% YoY
    • Net margin 9.9%

    Valuation FY

    Market price
    HK$18,09
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    Net cash
    Current ratio
    Debt / equity
    ROA
    ROE
    Cash conversion
    CapEx / revenue
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    1,19
    Predicted surprise
    -0,01
    Beat probability
    45 %
    Analysts
    33
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    revision ratio 0,00 · as of 2026-05-19 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate1,19
    Revenueno estimateno estimate31,8B CNY
    Operating incomeno estimateno estimate3,9B CNY
    Full-year consensus mean (period as reported by source) · consensus in CNY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution33 analysts
    Strong buy13
    Buy14
    Hold5
    Sell0
    Strong sell1
    12-month price targetHK$25,43 · Median HK$24,55
    Low HK$18,00High HK$48,00
    Operating income · consensus3,9B CNY
    EPS surprise
    −4,8 %
    reported vs consensus · miss
    Revenue surprise
    −7,0 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    LowHK$18,00
    MeanHK$25,43
    MedianHK$24,55
    HighHK$48,00
    SpotHK$18,09
    +40.6 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskUnknown

    Benchmarks vs cohort

    No cohort benchmark data available for this issuer yet.

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    Source documents
    • Li Ning Co Ltd Market data — financials · 2026-05-26
    • Li Ning Co Ltd Market data — analyst estimates · 2026-05-26
    • Li Ning Co Ltd Market data — ESG · 2026-05-26

    Ownership & reference

    Top holders

    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M

    Insider activity

    — missing data

    Short positioning

    — missing data
    Index membership
    Hang Seng

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    2331.HKCanonical
    HKEX · HKD

    Intel & risk

    PredictorBeat prob45 %Surprise-0,01Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskUnknown

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-03-19 18:30 UTCEARNINGSAnnual results — FY 2026 Revenue CNY 29.60B · Net CNY 2.94B
    2025-03-28 03:38 UTCEARNINGSAnnual results — FY 2025 Revenue CNY 28.68B · Net CNY 3.01B
    2024-03-20 03:47 UTCEARNINGSAnnual results — FY 2024 Revenue CNY 27.60B · Net CNY 3.19B
    2023-03-17 03:45 UTCEARNINGSAnnual results — FY 2023 Revenue CNY 25.80B · Net CNY 4.06B
    2022-03-18 03:37 UTCEARNINGSAnnual results — FY 2022 Revenue CNY 22.57B · Net CNY 4.01B
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage