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利華控股(01346.HK):尋求收購Polo衫、波褲等品類
阿思達克 10-15 15:09
利華控股(01346.HK)主席司徒志仁在網上記者會上表示,目前服裝行業的挑戰是供應鏈穩定性、運費價格變得昂貴,去年行內很多工廠和零售品牌倒閉,工人相繼轉行,導致許多工廠產能下跌,因此今年下半年供應增幅不及需求反彈幅度,因此需要應對供應鏈挑戰、控制運費,預計下半年行業增長動力會持續。 公司本週公佈收購Seamless Solutions Limited (Seamless Solutions)的功能性運動休閒服、運動服和貼身服裝產品資產。司徒志仁說,在國外疫情令做運動的人士增加,帶動瑜珈單車服飾銷量急升,未來公司希望尋求收購Polo衫、波褲等品類,以填補公司產品組合,並且會考慮收購鞋、手袋等品種,亦考慮收購科技公司或自行投資,加速公司服務平臺數據化。 司徒志仁說,目前運動服飾佔集團營業額約20%,希望這個比例增加三分之一至50%,希望在時裝和運動服飾業務都做得好時,集團業務增長不會因市場趨勢變化受到太大影響。 司徒志仁說,美國在近六至九個月需求反彈強勁,消費意欲強,即使病毒確診個案多,但當地生活亦已正常化,從目前情況判斷,公司今年業績可以反映美國需求反彈,相信勢頭會持續到明年,不過就未能判斷一旦病毒再變種和反彈的情況。他相信,歐洲復甦速度較慢,不過會跟隨美國步伐,內地由於在去年需求已經反彈,今年呈現穩步增長。
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