茂业国际(00848.HK)上半年归母净利润减少24.5%至2.87亿元
格隆汇8月22日丨茂业国际(00848.HK)发布中期业绩,截至2019年6月30日止6个月,公司实现收入31.24亿元人民币(下同),同比增长5.1%;经营收入总额38.89亿元,同比增长2.3%;母公司权益持有人应占盈利2.87亿元,同比减少24.5%;基本每股收益币5.6分;不派中期股息。
报告期内,集团的销售所得款项及租赁收入总额为76.278亿元,较2018年同期下降3.2%。销售所得款项及租赁收入总额的下降主要是受整体经济环境影响,特许专柜销售所得款下降所致。
截至2019年6月30日止六个月,集团共于全国21个城市经营及管理59家门店,总经营面积达约295万平方米,其中自有物业经营面积占比为76.46%。覆盖的重点城市包括广东深圳和珠海;四川成都、南充和绵阳;重庆;江苏无锡、泰州和南京;山东淄博和菏泽;河北秦皇岛和保定;辽宁渖阳;山西太原;以及内蒙古包头和呼和浩特。
报告期内,集团积极把握消费升级和行业变化的趋势,围绕顾客需求提升环境体验,不断持续调整并优化商品结构,拓宽招商模式,稳步推进线上营销渠道,创新物业智能化管理,从而提升各门店的聚客能力。同时,集团继而推进购物中心化、差异化战略,加快门店的调整升级,强化精细管理水平,提升门店的运营管理效率。
面对行业增速放缓、各要素成本上升及竞争日益加剧的宏观环境,集团持续推进经营模式改革,通过适当减少联营面积,增加租赁面积,建立泛购物中心体验式商业生态,同时增加更为稳定的租赁收入占比。在此策略下,2019年上半年集团门店的租赁收入达5.407亿元,同比增长13.6%。同时,在租赁商户的引进方面,继续优化品类组合,加大餐饮、运动、电竞及教育等高体验、高流量的业态占比,提升门店的客流量,从而与联营及自营业务产生联动效应。
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