國美零售(00493)上半年社羣數量增長超40% 觸達用户增長超65%至逾6600萬
格隆匯8月7日丨國美零售(00493.HK)公佈，於截至2020年6月30日止6個月，集團繼續圍繞“家·生活”戰略，立足“整體方案提供商、服務解決商、供應鏈輸出商”，並基於本地化零售模式，打造多場景、多頻次的線上線下互動雙平台。面對新型冠狀病毒(“COVID-19”)疫情，集團充分發揮自身在供應鏈、社羣、物流、服務交付等全鏈條的資源和能力，探索開創出“知識型內容+頂級IP+場景”兼具的品質帶貨直播新模式，將最好的商品、更低的價格、滿意的服務帶給全國消費者。
根據對最近期的集團管理賬目的初步審閲，報告期內，得益於疫情期間大力拓展線上社羣及國美APP在數字化本地零售上的貢獻，集團的社羣+國美APP的GMV與去年同期相比預期增長超過70%。集團的社羣數量增長超過40%達到20萬以上，觸達用户增長超過65%達6,600萬以上。藉助國美APP“門店”頻道功能全面升級，下單轉化率同比提升150%以上。此外，通過四、五月份成功引入京東及拼多多作為戰略伙伴，集團在該等電商平台的GMV預期增長超過100倍。集團於報告期內全額償付了本金總額為4.66億美元的海外債券後仍保持資金充裕，於2020年6月30日，集團的現金及現金等價物預期將超過人民幣100億元。
上半年，集團基於供應鏈選品能力和全員社羣運營助推，以專業品質及場景沉浸為特色，完成了各類主題、不同規模的多場直播，累計觀看人次過億，其中4場超級直播累計實現銷售額約人民幣25億元。
此外，主要由於租金、薪酬及其他營銷費用的減少，集團經營費用與去年同期相比也大幅減少超過25%。綜合以上因素，報告期內集團的歸屬予母公司擁有者應占虧損預期將在人民幣25億元至人民幣30億元之間。
目前，集團已完成基礎建設投入期，做到線上線下互為融合和門店網絡佈局優化。“到店”、“到家”、“到網”等業務模式的運營也日臻成熟。未來，集團將進一步深化升級“家·生活”戰略，在電器零售的基礎上，拓展更為廣闊的商品和服務平台，通過線下極致體驗，線上快捷下單模式，致力於成為領先的數字化本地零售服務商。
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