敏華控股(01999.HK):貨櫃短缺導致近月北美一半訂單無法出口
敏華控股(01999.HK)截至3月底止2021財年北美市場收入增長30.5%,主席兼總裁黃敏利透露,由於供應短缺,貨櫃運費飆升,加上美加港口政策因素阻礙,今年上半年市況較差,5月至6月份北美地區預料有一半訂單未能出口。
他指出,7月至9月是傳統航運旺季,預期要至8月底以後情況才有緩解的可能,下半年未能預測。
對於歐洲與其他海外市場上財年佔比下降,他稱對歐洲業務經營情況「無能為力」,預期佔比將持續下降,但強調由於規模不大,增長或下跌對業務整體都影響較小。
中國市場方面,收入按年增長近62%,同店銷售升約50%,他解釋是由於去年基數低,未來一年將繼續深根國內市場,上財年淨開店1,125間,預期今年開店及擴建數量相若,同店銷售增長較保守,料未來收入增長速度將不及2021財年高。
黃敏利指,期內拓展抖音直播等新零售渠道,預期來自直播的收入未來將超越電商平台,將加強透過直播模式銷售,目標做到線上線下融合及相互引流。
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