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高鑫零售(06808.HK):下半年计划新开10家大卖场
阿思达克 08-13 12:04
高鑫零售(06808.HK)首席执行官黄明端在网上会议上表示,全球经济受疫情影响,但庆幸公司是经营民生必需品,在疫情期间线上需求强劲,线上业绩是平常的3至4倍。虽然线下的租金收入受到影响,但还好有业主的减租及政府社保的补贴,相信今年度的租金收入的升幅仍会有压力,目标是达到去年的95%,而现时商户的复业率已超过97%。另外,在疫情期间商品结构亦出现变化,新鲜食品的销售较高,导致整体毛利率下降,但各项费用的下降抵销毛利率下跌的不利因素。

大润发中国区首席财务官徐盛育指出,截至今年6月底,公司共有481大卖场及3家中型超市,在上半年新增1家中型超市及关闭3家亏损门店。今年下半年计划新开约10家大卖场,2至3家中型超市,以及30至50家小型超市,未来在开店方面将会重点放在中型超市及小超市,明年希望能开30至50家中型超市,以及200家以上小超市,会重新回到快速增长的轨道。

黄明端提到,今年本来计划改造50家大卖场,但因疫情施工受影响,计划调整至40家,现时已完成改造5家,有15家在施工中。他留意到,改造门店比没有改造店的业绩成长率高出约7个百分点。

黄氏表示,下半年资本开支料约在20亿元人民币,主要用於大卖场开业。现时一直在新零售业务方面作改造,预料未来数年大概仍要花2亿至3亿元人民币的改造费用,将会开通更多流量入口。

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