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特步(01368.HK):國潮帶動銷售提升 下半年逐步進入一二線市場
阿思達克 08-23 16:37
特步(01368.HK)主席兼行政總裁丁水波表示,現時國內年輕人對國潮認知、認同和信心提升,帶動國產品牌銷售提升,公司亦因此推出新系列和標誌,並和其他IP合作推出更時尚產品吸引年輕人。而公司下半年會開始在內地一、二線城市開店以開拓市場,但主力仍會以三、四線市場為主。 至於最新銷售方面,丁水波指,7月鄭洲河南洪水和南京局部疫情影響銷售,從7月至8月份上旬銷售造成約8%至9%下滑,隨著局部疫情受控,加上今年中小開開學季如期,今個月第二個星期起銷售已開始上升,相信能夠完成全年銷售目標。 他提到,短期內沒有收購計劃,而未來五年的電商渠道銷售佔比將由目前的逾20%升至40%。 至於未來五年功能性產品則預計由逾50%升至60%至70%,時尚運動產品則佔約30%至40%。 對於今年公司成立20周年,問及會否派特別息,他表示,公司派息一向穩定,派息比率在50%至60%水平,暫時未有考慮派特別股息,待董事會在年結時才決定。
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