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敏华控股(01999.HK):货柜短缺导致近月北美一半订单无法出口
阿思达克 05-14 15:37
敏华控股(01999.HK)截至3月底止2021财年北美市场收入增长30.5%,主席兼总裁黄敏利透露,由於供应短缺,货柜运费飙升,加上美加港口政策因素阻碍,今年上半年市况较差,5月至6月份北美地区预料有一半订单未能出口。

他指出,7月至9月是传统航运旺季,预期要至8月底以後情况才有缓解的可能,下半年未能预测。

对於欧洲与其他海外市场上财年占比下降,他称对欧洲业务经营情况「无能为力」,预期占比将持续下降,但强调由於规模不大,增长或下跌对业务整体都影响较小。

中国市场方面,收入按年增长近62%,同店销售升约50%,他解释是由於去年基数低,未来一年将继续深根国内市场,上财年净开店1,125间,预期今年开店及扩建数量相若,同店销售增长较保守,料未来收入增长速度将不及2021财年高。

黄敏利指,期内拓展抖音直播等新零售渠道,预期来自直播的收入未来将超越电商平台,将加强透过直播模式销售,目标做到线上线下融合及相互引流。

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