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郭家耀: 新經濟股續弱制肘大市 安踏(02020.HK)五年戰略惹憧憬
阿思達克 07-13 09:29
正榮金融業務部副總裁郭家耀稱,美股週一(12日)繼續造好,市場對企業業績展望樂觀,有利大市氣氛,帶動主要指數錄得升幅收市,三大指數再創收市新高。美元走勢偏軟,美國十年期債息維持於1.36釐水平,油價及金價反覆偏軟。港股預託證券個別發展,預料大市早段溫和高開。內地股市向好,滬綜指高開低走,收市上升0.6%,滬深兩市成交額進一步增加。

受惠人行降準消息帶動,港股週一顯着高開,一度升近400點,其後升勢顯着收窄,27,500點阻力較大,大市成交保持活躍。新經濟股持續弱勢,制約大市表現,預料短期大市維持於27,000至28,000點水平上落。

另安踏體育(02020.HK)公佈第二季品牌零售額按年增長35%至40%,半年計,安踏品牌零售額亦按年增長35%至40%。首季安踏品牌零售額按年升40%至45%,增長勢頭延至第二季。第二季FILA品牌零售額增長30%至35%,較首季的75%至80%增幅出現放緩。半年計,FILA品牌零售額按年增長50%至55%。

另一方面,安踏發佈未來五年戰略目標,安踏以「專業爲本、品牌向上」的核心戰略,期望收入年複合增長18%至25%,線上業務年複合增長30%以上,至2025年佔比達40%。渠道佈局方面,將持續加強內地一至三線城市佈局,目標收入佔比超過50%,購物中心店數翻倍,總體市場份額目標增加3至5個百分點,保持中國運動品牌領導者地位。

安踏未來五年將投入超過40億元人民幣(下同)以完善全球研發體系,目標至2025年有效會員數量增至1.2億人。未來24個月內,將聚焦八大領域,其中包括打造中國國家隊比賽裝備、發展核心類別、借勢雙奧概念營銷及加強與Z世代互動等。安踏把跑步、籃球和女子劃爲核心品類,跑步產品上探1,399元至1,599元的價格區間,力爭到2025年,跑鞋年銷量由2,000萬雙增至4,000萬雙;而籃球類別上探1,500元以上的高端價格區間,籃球鞋年銷量目標由600萬雙增至1,200萬雙。安踏銷售表現穩健,並給予長線品牌發展指引,發展前景繼續樂觀。

(筆者爲證監會持牌人,沒持有上述股份)~

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