波司登2023/24年中期报告

1976200710113998 281995-2022 2023Brand Finance50 目錄 財務摘要 經營溢利率提升1.2個百分點至16.5% 本公司董事會宣派中期股息每股普通股5.0 本公司權益股東應佔溢利上升25.1%至約918.6 ၍ଣᄴীሞၾʱؓ 2023/24 4,939.766.1%28.1%2,042.927.3%7.8%392.75.3%15.4%96.41.3%9.8% 2023/247,471.720.9% 2023/24 ၍ଣᄴীሞၾʱؓ 2023/242023TopTop 2023/24 2023/242023 2023/242023/24 BrandFinance202350(BrandFinanceApparel 50 2023)47 2023/2425.5%4,421.028.1%4,939.7 2023 20239 ၍ଣᄴীሞၾʱؓ O2O912Top款 2023/242023/24 2023930160202293021 2023/24 40% 2023/24TopTop99% 2023/242023/24 ၍ଣᄴীሞၾʱؓ 2023/243009020239303,7601,4601002023930900 10,000+ ၍ଣᄴীሞၾʱؓ (Q320581GPC004-2023)4 2023/245452023930746 IPIP (SAC/TC219/SC1)(ISO/TC133)(IDFB)GB/T14272–20216A 2023/24ISPO AwardISPO 47 2023/24 2023 ၍ଣᄴীሞၾʱؓ 一衣三穿衝鋒衣鵝絨服： 防曬服： Tri-Tech+ 滑雪系列： 2023 極寒系列： 2023BO-HEAT500g UPFUPF100+ ၍ଣᄴীሞၾʱؓ 高端戶外系列： 2023Outside2019ISPO202120232023 中國航天系列： + 雪中飛 2023/24265.452.2% 2.0 冰潔 2023/2412.865.3%2020/21 2023/24Top店Top250500Top 20239301103,3131931,206832,10736.4%63.6%28.2%71.8% 202393040013Top ၍ଣᄴীሞၾʱؓ 2023/242,042.927.3%7.8%89.6% 20.4% 2023/24(OEM)(ODM) 2 03 0 15.4%5.3% 2023/24392.7 ၍ଣᄴীሞၾʱؓ 時尚女裝－ 杰西(JESSIE) 時尚女裝－ 邦寶(BUOU BUOU) x ၍ଣᄴীሞၾʱؓ 時尚女裝－柯利亞諾(KOREANO)及柯羅芭(KLOVA) 410077.3%22.7% 20239301644120341 64.4%35.6% 2016 2023/242023/24 2023/2496.49.8% 管理層討論與分析 校服業務－颯美特 2023/24500 2023/2485.1 502023 2023/24 ၍ଣᄴীሞၾʱؓ IP 童裝業務、男裝業務及居家業務 2018 2018/192023/24Petit main 2023/24 IP TopTop202393090% 2023/241,133.323.8%1,088.444.922.0%11.4%685.5447.8 ၍ଣᄴীሞၾʱؓ 牌 2021121波 司 登 服 飾Bo g n e r該 等 合 營 公 司大中華地區BOGNERFIRE+ICE該等品 2023930(KOL)2023/24Wanderlust 2023/2411.9 2023/243,089.120.9%3,733.5 2.461.2%2023/2420.4%1.567.7% ၍ଣᄴীሞၾʱؓ 2023/24 50.0% 2023/24 2023/2430.2%1,231.016.5%2023/24 2023/2496.516.1%2023/24 2023/24582.5525.110.9%8.5%7.8% 2023/24282.7384.329.6%1.5 20239305.04.6202411120231219 2023/242,029.91,623.125.1%26.3%0.927.2% 2023/24184.23.4%178.0 ၍ଣᄴীሞၾʱؓ 1,161.21,458.1 20239302,807.8 2023/24585.5 2023930 朔 明 德 投 資20182224,921,00012,184,230603518錦泓集團18.462019517,057,92213.19202172,787,223 1.65% 24.605% 2023930918.42023331770.41,707.320233311,608.02 1 . 6 %2 0 2 333118.9% 22ESGMSCI ESG ESGMSCIA 2023825MSCIESGMSCIESGA 2023930穆迪標普Baa3BBB- ESG2021ESGESGESG 2023/242023930 20239 30 ၍ଣᄴীሞၾʱؓ 2024 2023930238.12023331167.6 20239301,260.420233311,028.2 2 0 2 393 011,929202333112,1832542023930780.3719.7 2.20239 30370,753,999 2.142,921,999201810262.1.16,991,9992.1.27,180,000202420252026202710252.1.37,210,00020271026202810252.2126,432,00020204232.3100,000,000202010232.3.130,000,00020211023202410222.3.230,000,00020221023202410222.3.340,000,00020231023202410222.4101,400,000202112202.4.118,588,0002.4.211,832,00020221220202512192.4.330,420,00020231220202512192.4.440,560,0002024122020251219 423202010232021122010 102620204232020102320211220 5.20201023100,000,000Wise Triumph Group Limited2023331 6.0% ၍ଣᄴীሞၾʱؓ 2 0 2 393 0511,487,0392023331411,747,039 7,039202312 110.00006% 4 ၍ଣᄴীሞၾʱؓ 7361123718 20191252020/21 2020127202412 7 •4.91438,470,977 •2019121720231211 1% 201912 17275271 • 2023930 20191252019121720208212020123202182020211212022822202211242023822 ၍ଣᄴীሞၾʱؓ OEM/ODM 508920239303434 2410 202393034 畢馬威會計師事務所 108 20231127 綜合損益及其他全面收益表 2023930 綜合財務狀況表 2023930 高德康 高曉東 綜合權益變動表 2023930 簡明綜合現金流量表 2023930 未經審核中期財務報告附註 1 20067102219613Cricket Square, Hutchins Drive, P.O. Box2681, Grand Cayman, KY1-1111, Cayman Islands 20071011 2 3313420231127 202333120243313 34 2023331 241049 202333120233312023628 未經審核中期財務報告附註 3 (a) 17 8 12 12 12 12 4 5 2022/23 6 (a) 未經審核中期財務報告附註 6 (b) 6 7 (i)2023930110,357,0002022930104,985,000 未經審核中期財務報告附註 8 485575%30,000 9 未經審核中期財務報告附註 11 (a) (i) (ii)Bosideng UK LimitedBosideng Retail Limited (iii)2023202293016.5% 202393025%202215%202015% (iv)20081110%25%5% 202393047,500,0002022930 11 (b) 未經審核中期財務報告附註 12 (a) 2023930918,637,0002022930734,286,00010,851,270,000202293010,814,897,000 (b) 20239302935,269,000953,906,0002022930734,286,00011,421,420,000202293010,896,909,000 2022930 13 202393038,547,000202333136,987,00020116 2023930 14 2023930296,165,0002022930279,679,000 未經審核中期財務報告附註 16 2023930205,791,0002023331201,186,00057,807,000202233161,328,000 20239302023331 未經審核中期財務報告附註 17 (i)202392840.03%13,350,0006,675,000 18 20239304,469,234,00020233311,010,653,000 2023930950,000202333182,791,000202333122,512,000 未經審核中期財務報告附註 (a)1.65%20233312.29%3.03% 2,362,000202293011,597,000 21 (b)20182912,184,230603518224,921,000201953117,057,922202172,787,223202393014,270,669 10,703,000202293038,745,000 20239301,427,0002022930 (c)2023930929,00020233311,193,0003,444,148,00020233313,967,444,000 (i) 9 2023930264,0002022930110,000 20239302022930 (ii) 66,576,000202293095,605,0005% 未經審核中期財務報告附註 22 2023930 23 15,106,000202333117,574,000 25 2023930 2023930 (i)2023930275,280,0002023331262,620,000 (ii)2023930422,920,0002023331272,623,000