慕尚集團(1817.HK)上半年大幅扭虧為盈,毛利率升至51.8%,深化線上線下渠道整合
格隆匯8月26日丨慕尚集團(01817.HK)公佈2021年中期業績,截至2021年6月30日止六個月, 公司總收入為人民幣12.04億元,同比增長10.75%;毛利為人民幣6.24億元,同比增長48.17%,毛利率由截至2020年6月30日止六個月的38.7%增至51.8%;母公司擁有人應占期間溢利為人民幣4851.1萬元,同期錄得虧損為人民幣1.33億元,同比大幅扭虧,基本每股盈利為人民幣5.32分。
公吿稱,期內收入增加乃主要由於COVID-19疫情對集團業務的影響已大幅降低,且集團就其線下分銷渠道採取強化銷售管理措施。
報吿期內,集團的主品牌GXG及gxg.kids的銷售收入較2020年同期分別增加20.3%及18.7%。GXG銷售收入增加乃主要由於COVID-19疫情影響減少,集團對各品牌進行戰略調整,適當減少產品折扣率,優化及整合線下渠道的影響,及平均店鋪銷售增長。gxg.kids銷售收入增加主要是由於COVID-19疫情影響減少導致線下分銷渠道收入增長。此外,由於集團調整品牌定位,通過削減店鋪數目以提高店鋪效率,集團另一主品牌gxg jeans及Yatlas的銷售收入較2020年同期分別減少23.0%及16.7%。
於2021年上半年,COVID-19疫情對集團業務的影響已大幅降低。因此,集團線下渠道收入錄得強勁增長。集團相信其表現將於該年度餘下時間繼續穩定復甦。此外,受惠於其多品牌策略及其線上銷售渠道的優勢,以很好地適應在COVID-19疫情期間和之後客户購物行為從線下轉向線上的加速變化,集團對於其作為中國領先時裝公司的前景充滿信心。
為進一步鞏固於中國時尚服裝行業的領先地位,集團致力於實行下列增長策略:通過多品牌策略實現產品組合和品牌矩陣多樣化,以深化線上線下銷售渠道整合,調整現有品牌戰略以及推出新產品線,以滿足日益變化的市場需求;採納持續創新的營銷舉措及分析,挖掘潛在消費羣,並通過新零售技術和優勢提升會員體驗;進一步優化領先的供應鏈網絡,提升客服能力,並提供優質產品和服務,以滿足客户需求;及改革組織架構及業務模式,提高營運效率,促使集團更快地對市場作出反應。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.