新秀麗(01910.HK)料首季銷售跌26% 疫情持續影響表現
新秀麗(01910.HK)公布,雖然2019冠狀病毒大流行的規模與持續時間仍未明朗,但經已並且將繼續對集團的業務、財務狀況及經營業績造成重大不利的影響。
公司指,在首季度,集團於大中華區的業務率先受到影響,當地適逢中國春節假期旺季,公司的自營店暫時關閉,加上實施旅遊限制,對中國本地銷售及中國遊客出境旅遊均造成影響。由於2019冠狀病毒疫症於第一季度後期在全球蔓延,對旅遊業的衝擊及關閉門店開始對公司於其他重要市場(包括其他亞洲國家、歐洲、北美洲及拉丁美洲)的業務帶來負面影響。
儘管大中華區的情況有所改善,公司在該市場的業務仍未完全復甦。預期公司第一季度的業績將會反映2019冠狀病毒疫症所帶來的若干影響,而上述影響將於2020年第二季度及甚至可能於2020年餘下期間的業績充分反映。
公司又指,2019冠狀病毒疫症亦對集團的供應鏈造成影響。初時,集團的供應鏈因中國春節假期後產能放緩而受到影響。其後產能經已隨著中國工廠逐步復工而提高,惟集團因2019冠狀病毒疫症全球蔓延導致銷售額下跌,使集團需要透過取消訂單在內等方法減低生產,以便於銷售額下跌的情況下協助管理存貨水平。由於2019冠狀病毒大流行的地域範圍擴大,集團於比利時、匈牙利和印度的自有及營運的廠房已自2020年3月起關閉,目前仍未恢復營運。
公司表示,根據初步業績,以固定匯率計,預期首季銷售淨額按年減少26%;經調整EBITDA預期為小額正數,惟較去年同期大幅減少。
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