高鑫零售(06808.HK):大賣場屬民生行業沒受疫情影響 商店街復業率現已達57%
高鑫零售(06808.HK)首席執行官黃明端在電話會議上表示,旗下大賣場屬於民生必需品行業,因此並沒有受到疫情影響表現,1月及2月份表現還好,超市營業有個位數增長,留意到生鮮及食品類別的收入按年有較大增長。然而,商店街的表現則會受到較大影響,這是因為要配合政府的預防措施而有一部分租戶被要求停業,尤其是餐飲及娛樂方面,但現時的復業率已達57%,相信半個月後能回復到75%,公司已在與地方政府協商,仍要視乎疫情的發展。
他又指,在疫情期間消費者對線上的需求非常旺盛。雖然農曆新年間的利潤率會較差,但旗下線上業務仍有很大的增長,增速達3.5至4倍左右。他相信疫情過後,消費者對線上平台的需求會更強勁,因為消費行為會有所改變,他慶幸公司在兩年前已開始進行數字化改造,已為此做好準備。
高鑫零售首席財務官範益剛提到,今年公司計劃開16家大賣場、2021及2022年分別開13家及14家。由於疫情爆發至今僅得一個月,剛好亦在春節期間,因此仍要觀察這對開店的影響。他又預期,今年度的資本開支約30億元人民幣。
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