高鑫零售(06808.HK):下半年計劃新開10家大賣場
高鑫零售(06808.HK)首席執行官黃明端在網上會議上表示,全球經濟受疫情影響,但慶幸公司是經營民生必需品,在疫情期間線上需求強勁,線上業績是平常的3至4倍。雖然線下的租金收入受到影響,但還好有業主的減租及政府社保的補貼,相信今年度的租金收入的升幅仍會有壓力,目標是達到去年的95%,而現時商戶的復業率已超過97%。另外,在疫情期間商品結構亦出現變化,新鮮食品的銷售較高,導致整體毛利率下降,但各項費用的下降抵銷毛利率下跌的不利因素。
大潤發中國區首席財務官徐盛育指出,截至今年6月底,公司共有481大賣場及3家中型超市,在上半年新增1家中型超市及關閉3家虧損門店。今年下半年計劃新開約10家大賣場,2至3家中型超市,以及30至50家小型超市,未來在開店方面將會重點放在中型超市及小超市,明年希望能開30至50家中型超市,以及200家以上小超市,會重新回到快速增長的軌道。
黃明端提到,今年本來計劃改造50家大賣場,但因疫情施工受影響,計劃調整至40家,現時已完成改造5家,有15家在施工中。他留意到,改造門店比沒有改造店的業績成長率高出約7個百分點。
黃氏表示,下半年資本開支料約在20億元人民幣,主要用於大賣場開業。現時一直在新零售業務方面作改造,預料未來數年大概仍要花2億至3億元人民幣的改造費用,將會開通更多流量入口。
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