零售管理协会:「限聚令」收紧拖累12月整体表现不理想 近六成会员表示首季租约完考虑关店「止血」
零售管理协会主席谢邱安仪在网上发布会上指出,去年11月份零售跌幅收窄反映消费逐步好转,不过值得留意的是前年11月份零售跌幅已逾两成,故基数相对较低。期内电器及其他未分类耐用消费品的销货价值上升22%,一部分相信是受惠11月气氛改善以及临近12月消费旺季,加上11月中旬开始第四波疫情爆发,带动网上学习及网上会议等的需求和电子产品消费。不过她指出重灾区仍然是酒类饮品、烟草等,药物、化妆品跌幅亦严重达34.8%,珠宝首饰、钟表及名贵礼物以及服装等跌幅均逾一成。
她指出12月是传统零售旺季,不过疫情影响下去年12月初「限聚令」收紧,对零售行业影响较大,12月整体表现不理想,不过个别类别如电器类的销售有增长,料是受惠送礼及线上学习等的需求,而超市於圣诞节期间销售亦录单位数升幅,食品方面亦录升势。不过她指出,圣诞期间个人护理、百货、服装业录20%至40%的跌幅,钟表珠宝、化妆品、健康食品等主要由游客带动的类别於圣诞期间跌势强劲,录40%至60%的跌幅,而汽车方面跌幅更逾六成,总括而言料去年全年零售跌幅或达25%。
展望农历新年是传统旺季,她认为情况将与去年12月差不多,因为受第四波疫情影响不确定性仍较大,当中超市会员对後市看法较悲观,担心或现20%至40%的跌幅,相信是因为去年同期农历年的消费未受疫情影响,加上今年拜年活动料减,送礼等的消费亦会受累。而百货业会员有部分则较乐观,料农历年或有助带动销情,期望有逾一成的升幅。
她续指,现时零售业会员受压,有44%的受访会员表示即使有租约在身亦会选择关店「止血」,去年12月份表示会在租约完後「关店」的会员则达四成,关店比例最多达一成,预计会在今年首季租约完结後考虑关店的会员则有六成,关店比例由低单位数至两成不等,情况值得关注。她又坦言租金纾缓措施情况不理想,绝大部分业主亦无为商户提供纾困措施,呼吁业主免收底租、仅收取抽成租金,又期望政府可继续为行业提供类似「保就业」计划的资助。
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