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周大福(01929.HK):第二財季同店銷售回覆11.0%的正數增長
格隆匯 10-15 16:47

格隆匯 10 月 15日丨周大福(01929.HK)公佈,截至2020年9月30日止三個月("第二季度"),隨着中國內地的2019冠狀病毒疫情受控,中國內地的業務顯著改善,情況令人鼓舞,同店銷售於季內回覆11.0%的正數增長。然而,宏觀經濟狀況充滿挑戰及主要過境口岸仍然關閉的影響下,季內香港及澳門的零售需求備受壓力,惟比較基數較低,致使香港及澳門的同店銷售跌幅分別收窄至46.4%及74.6%。

中國內地珠寶鑲嵌╱鉑金╱K金首飾類別的同店銷售於季內增長2.5%,而其零售值則增加14.8%,此乃由於來自新店的穩健貢獻。香港及澳門的珠寶鑲嵌╱鉑金╱K金首飾類別的同店銷售於季內則下跌37.0%。另一方面,季內的同店平均售價向好。中國內地珠寶鑲嵌首飾的同店平均售價為6,800港元(2020財政年度第二季度:6,400港元),香港及澳門珠寶鑲嵌首飾的同店平均售價則為13,600港元(2020財政年度第二季度:11,200港元)。

兩大市場的黃金首飾及產品類別(包括按重量及固定價格出售的產品)皆因金價波動,導致銷量下跌。中國內地黃金首飾及產品的平均售價升至5,000港元(2020財政年度第二季度:4,100港元)。然而,由於季內銷售組合轉向毛利率較高但平均售價較低的黃金產品,導致香港及澳門黃金首飾及產品的平均售價下跌至6,300港元(2020財政年度第二季度:6,900港元)。季內國際平均金價較去年同期高29.6%。

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