佐丹奴(00709.HK):料下半年库存量较6月底更理想 产品多元化吸引本地消费
佐丹奴(00709.HK)首席营运官陈嘉纬在网上会议上表示,虽然上半年的货存天数有所上升,但当中有70%至80%的存货都是基本款,可以作长期售卖,因此不急於清货。另外,为了不让供应商承担太大财务压力,期内仍有向供应商收货,有信心下半年的库存会较6月底更理想。主席兼行政总裁刘国权补充,年初由於销售表现理想,因此留了大批货品到印尼、马来西亚及中东等地销售,而这些货品都能在夏季的中港台市场慢慢消化,毋须作大幅度的清货折扣。
刘国权又指,香港市场正经历困难,消费意欲正在下跌,未来仍存有很多未知因素,对於下半年本港零售市道看法悲观。在吸引本地消费的策略是将货品多元化,不能如以往般一个款式可售卖约10万件,会研发多些款式,提到最近有在店内增加适合本地人的功能性产品,例如到郊外的衣物。
对於美国要求香港生产的进口商品不能再被标为「香港制造」,刘氏回应指公司在美国市场的销售近乎零,而所有生产都不在香港,全是标为中国、越南及台湾制造,因此对公司而言不太相关。他提到,现时旗下生产有超过7成在中国内地,现时有很有货品都迁往越南、马来西亚及台湾等地生产,除了是因为有关税优惠外,亦是因为较接近销售市场。
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.