《大行報告》大摩引述特步(01368.HK)指受疫情影響地區銷售佔比一成 上海及吉林佔比少於3%
摩根士丹利發表報告,基於新冠疫情在內地蔓延,近日與不同內需企業進行溝通,引述特步(01368.HK)管理層表示,目標是在2022年第二季度實現零售額增長15-20%,條件是這一輪新冠疫情在4月基本得到控制,料5月份銷售遠比6月份高,亦比4月份多。
特步管理層表示,受近期新冠疫情影響的城市和地區的銷售貢獻佔比約10%(上海和吉林加起來不到3%),對比3月中時期佔比少於5%。目前,80%以上的業務營運正常,因爲公司主要經營的低線城市,料受到的影響較小。公司維持特步品牌2022年開店200家至300家目標。(wl/u)
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