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零售管理協會:「限聚令」收緊拖累12月整體表現不理想 近六成會員表示首季租約完考慮關店「止血」
阿思達克 01-04 18:13
零售管理協會主席謝邱安儀在網上發布會上指出,去年11月份零售跌幅收窄反映消費逐步好轉,不過值得留意的是前年11月份零售跌幅已逾兩成,故基數相對較低。期內電器及其他未分類耐用消費品的銷貨價值上升22%,一部分相信是受惠11月氣氛改善以及臨近12月消費旺季,加上11月中旬開始第四波疫情爆發,帶動網上學習及網上會議等的需求和電子產品消費。不過她指出重災區仍然是酒類飲品、煙草等,藥物、化妝品跌幅亦嚴重達34.8%,珠寶首飾、鐘錶及名貴禮物以及服裝等跌幅均逾一成。

她指出12月是傳統零售旺季,不過疫情影響下去年12月初「限聚令」收緊,對零售行業影響較大,12月整體表現不理想,不過個別類別如電器類的銷售有增長,料是受惠送禮及線上學習等的需求,而超市於聖誕節期間銷售亦錄單位數升幅,食品方面亦錄升勢。不過她指出,聖誕期間個人護理、百貨、服裝業錄20%至40%的跌幅,鐘錶珠寶、化妝品、健康食品等主要由遊客帶動的類別於聖誕期間跌勢強勁,錄40%至60%的跌幅,而汽車方面跌幅更逾六成,總括而言料去年全年零售跌幅或達25%。

展望農曆新年是傳統旺季,她認為情況將與去年12月差不多,因為受第四波疫情影響不確定性仍較大,當中超市會員對後市看法較悲觀,擔心或現20%至40%的跌幅,相信是因為去年同期農曆年的消費未受疫情影響,加上今年拜年活動料減,送禮等的消費亦會受累。而百貨業會員有部分則較樂觀,料農曆年或有助帶動銷情,期望有逾一成的升幅。

她續指,現時零售業會員受壓,有44%的受訪會員表示即使有租約在身亦會選擇關店「止血」,去年12月份表示會在租約完後「關店」的會員則達四成,關店比例最多達一成,預計會在今年首季租約完結後考慮關店的會員則有六成,關店比例由低單位數至兩成不等,情況值得關注。她又坦言租金紓緩措施情況不理想,絕大部分業主亦無為商戶提供紓困措施,呼籲業主免收底租、僅收取抽成租金,又期望政府可繼續為行業提供類似「保就業」計劃的資助。

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