You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
六福集團(00590.HK)第四季零售業務同店銷售大幅下跌57%
格隆匯 04-16 20:48

格隆匯4月16日丨六福集團(00590.HK)公佈,因應2019新型冠狀病毒疫情嚴峻,各區域都大規模封城及不同程度地限制民眾及商務活動,致使集團於2020財政年度第四季零售業務整體同店銷售增長大幅下跌57%,黃金產品及珠寶首飾產品的同店銷售增長分別為-51%及-64%。

香港及澳門市場於第四季同店銷售增長為-60%,其黃金產品及珠寶首飾產品的同店銷售增長分別為-53%及-67%,其珠寶首飾產品銷售量雖大幅下滑,但因當中包含銷售佔比達35%的18K金及定價黃金產品,因此,其平均件價因金價期內上升20%而有相若升幅。集團在澳門絕大部份店鋪在二、三月份皆沒有營業,而香港店鋪雖然皆有營業,惟人流稀疏,港澳地區在第四季的零售金額因而按年跌幅超過60%。

中國經濟活動備受疫情影響,尤其二月份,幾近陷入停頓。因此,集團在內地大部份店鋪在二月份沒有營業,縱然三月份大部份店鋪陸續恢復營業,但人流亦大不如前。因此,內地六福自營店於第四季同店銷售增長為-41%,其黃金產品及珠寶首飾產品的同店銷售增長分別-42%及-39%,其珠寶首飾產品銷售量亦大幅下滑,而其平均件價則有輕微跌幅。另外,內地六福店鋪數目佔比達94%的品牌店於季內的同店銷售取得32%跌幅,而其黃金產品及珠寶首飾產品的同店銷售則分別下跌34%及29%。

集團在全中國包含所有品牌店及自營店的零售金額在第四季按年跌幅約為50%。集團於第四季期間在香港及澳門分別淨減少2間及1間店鋪。此外,在多品牌策略驅動下,在內地市場除淨增設19間六福店鋪(其中包括淨增設34間品牌店及淨減少15間自營店)外,亦淨增設7間Goldstyle店鋪(其中包括增設8間品牌店及減少1間自營店)。於2020年3月31日,集團於內地市場有1,988間六福店鋪、52間Goldstyle店鋪、3間DearQ店鋪及3間金至尊店鋪,內地市場共有2,046間店鋪。

由於大部份新增店鋪都於疫情爆發前開設,2020財政年度的擴展計劃因而未受到嚴重影響,全年店鋪數目淨增長為287間,只略少於目標的300間。隨着內地的工業、消費和投資活動逐步恢復,集團於內地的業務於四月份首兩週正逐步改善中,但港澳業務因到訪旅客對比去年同期大幅減少而仍未有明顯恢復跡象。

集團已採取自然流失及無薪休假等措施以節省員工成本,同時亦積極與業主磋商下調租金。另外,在多方努力下,集團於2020年3月31的存貨已降至目標水平,因此,集團淨現金得以維持於較高水平,而內地電子商務的銷售額於第四季亦能維持平穩狀態。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account