特步國際(01368.HK)預計中期純利減少約45%至55%
格隆匯 7 月 21日丨特步國際(01368.HK)發佈公告,基於董事會所得最新資料,集團預計於截至2020年6月30日止六個月,將較2019年同期錄得公司普通股股權持有人應占其未經審核綜合溢利減少約45%至55%。
有關減少主要由於以下因素:i.本期間特步主品牌的收入及分部溢利分別錄得中單位數及約25%至30%跌幅,主要由於(甲)內地於2020年1月下旬爆發2019年新型冠狀病毒病(“COVID-19”)及政府隨後採取的防控措施令工廠及店鋪營運普遍受阻,導致代理商的訂單及補貨訂單減少所致;及(乙)通過各種補貼以加大對特步主品牌的代理商的支持力度;及ii.自三月中旬起新收購品牌蓋世威及帕拉丁在美洲及歐洲的大部份業務營運因COVID-19疫情影響處於停頓狀態。
2020年上半年,全球經濟受到COVID-19疫情的不利影響。儘管如此,集團憑藉其穩健基礎及強勁的淨現金狀況,逆勢前行。截至2020年6月30日止,集團淨現金及現金等值項目(包括定期存款、結構性銀行存款以及已抵押存款減去銀行借款)約為人民幣21億元。於本期間,集團積極拓展其銷售至其電子商務平台及執行各種成本控制措施,以緩解COVID-19疫情的影響。同時,集團向其代理商提供各種補貼及選擇性延長其賬期,以幫助他們渡過難關。隨着政府採取嚴控措施防止COVID-19擴散,加上在疫情中採用刺激政策推動經濟及提升市場信心,集團的零售銷售表現於2020年第二季度已較2020年第一季度有所改善。由於內地業務表現取決於政府所採取對於COVID-19疫情的防控措施的成效,故集團對其業務復甦勢頭將持續至2020年下半年保持審慎樂觀態度。
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