佐丹奴(00709.HK):料下半年庫存量較6月底更理想 產品多元化吸引本地消費
佐丹奴(00709.HK)首席營運官陳嘉緯在網上會議上表示,雖然上半年的貨存天數有所上升,但當中有70%至80%的存貨都是基本款,可以作長期售賣,因此不急於清貨。另外,為了不讓供應商承擔太大財務壓力,期內仍有向供應商收貨,有信心下半年的庫存會較6月底更理想。主席兼行政總裁劉國權補充,年初由於銷售表現理想,因此留了大批貨品到印尼、馬來西亞及中東等地銷售,而這些貨品都能在夏季的中港台市場慢慢消化,毋須作大幅度的清貨折扣。
劉國權又指,香港市場正經歷困難,消費意欲正在下跌,未來仍存有很多未知因素,對於下半年本港零售市道看法悲觀。在吸引本地消費的策略是將貨品多元化,不能如以往般一個款式可售賣約10萬件,會研發多些款式,提到最近有在店內增加適合本地人的功能性產品,例如到郊外的衣物。
對於美國要求香港生產的進口商品不能再被標為「香港製造」,劉氏回應指公司在美國市場的銷售近乎零,而所有生產都不在香港,全是標為中國、越南及台灣製造,因此對公司而言不太相關。他提到,現時旗下生產有超過7成在中國內地,現時有很有貨品都遷往越南、馬來西亞及台灣等地生產,除了是因為有關稅優惠外,亦是因為較接近銷售市場。
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.