You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
高鑫零售(06808.HK)指不會加入價格戰 料今年度業務有高單位數增長
阿思達克 05-11 12:05
高鑫零售(06808.HK)首席執行官林小海在業績記者會上表示,過往一兩年線下門店銷售面對很大挑戰,特別是社區團購在疫情後迎來爆發期,在新增渠道加入競爭,但客戶需求沒有增加情況下,造成行業供給失衡。不過由於同阿里巴巴(09988.HK)共同進行社區團購深度發展,因此在充滿挑戰環境下,預計今年度業務仍會有高單位數增長。

生鮮電商業務方面,他指,大潤發起步較早,加上有同阿里巴巴(09988.HK)合作,現時發展是行業第一梯隊,優勢包括供應鏈、基礎設施、商品選擇種類較多,雖然疫情後不少生鮮電商和社區團購公司獲得更多融資,但他認為零售行業靠燒錢並不能長久發展,因此不會為了業績增長而加入價格戰。

他解釋,大潤發自營的飛牛拼團將由以往追求規模戰略回歸至聚焦商品與服務品質,以及產品升級,期望能夠成為業界第一個實現盈利的社區團購。至於同阿里巴巴(09988.HK)合作方面,他指集團角色是供應鏈,利用線下現有供應體系提供商品及供應鏈服務,並不需要為用戶增長投入大量營銷費用,投入成本可控。

開店計劃方面,他預期,今年會在全國開30至50家中型超市,2年後以每年100家速度增長。至於大型超市預計開5至10家。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account