特步國際(01368.HK)預計中期純利增長逾65%
格隆匯7月13日丨特步國際(01368.HK)發佈公吿,公司預計於截至2021年6月30日止6個月,將較2020年同期錄得公司普通股股權持有人應占其未經審核綜合溢利大幅增加不少於65%。有關增加乃主要由於以下因素:i.本期間綜合收入增長較預期理想,主要由於(a)特步主品牌代理商的補貨訂單因強勁的零售表現而大幅增加;(b)由於公司在多個線上平台、社交媒體及直播渠道上加大推廣力度以推動銷售,特步主品牌的電子商務業務加速增長;及(c)特步兒童業務在產品設計及質量、品牌定位和零售網絡管理方面重組成功後,銷售勢頭強勁。
ii.特步主品牌毛利率有所改善,主要由於(a)公司針對消費者喜好而持續進行的產品創新及多元化;及(b)2020年上半年一次性庫存回購導致比較基數較低。
截至2021年6月30日止3個月,公司零售銷售增長(包括線上線下渠道)同比增長約30%–35%。截至2021年6月30日止6個月,公司零售銷售增長(包括線上線下渠道)同比增長40%-45%。
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