高鑫零售(06808.HK)中期股东应占溢利增长5%至17.66亿元不派息
格隆汇8月7日丨高鑫零售(06808.HK)公告,截至2019年6月30日止6个月,公司收入505.86亿元人民币,同比减少6.4%;公司股东应占溢利17.66亿元,同比增长5%;每股盈利0.19元,不派息。
期间总销售营收(在公司的卖场销售产生的现金)为人民币543.96亿元,同比增幅为0.6%;期间销售货品所得收入为人民币485.22亿元,同比减幅为7.0%。公司的家电部门自2018年8月起的业务模式从自营转为由苏宁代销。自此,家电产品销售收入为佣金收入,而非总销售营收。
期间同店销售增长(按除去家电的货品销售计算)为-1.76%。自2019年初起,公司旗下的双品牌门店开始整合营运系统及供应链。于整合过程中,欧尚门店调整了产品组合、供应商结构及营运流程。目前,门店整合已大致完成,公司预期门店业绩会于2019年下半年重回正轨。以包括家电的总销售营收计算,大润发品牌门店在2019年上半年的同店销售增长为正数。
此外,公司的线上企业对客户业务在发展一年后已趋于成熟,并为公司于食品部门的销售增长作出贡献。而非食品部门则面临来自不同渠道极为激烈的竞争,因此相关同店销售增长尚不令人满意。
于2018年7月1日至2019年6月30日期间,该集团继续在中国各地扩充业务,并开设14家新门店,其中2018年下半年及2019年上半年分别开设12家门店及两家门店。新店于2019年上半年贡献了额外的货品销售额。
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