周大福(01929.HK):中國內地、香港及澳門同店銷售第四季度均負增長 季內於中國內地淨開設255個零售點
格隆匯4月13日丨周大福(01929.HK)公佈,中國內地以及香港及澳門的同店銷售於第四季度均錄得負增長,此乃由於疫情反彈及基數較高的影響。儘管內地的同店銷售於2022年首兩個月維持平穩,其於季內仍按年下跌11.3%。
香港及澳門業務受香港新一波疫情衝擊,同店銷售下跌21.9%。季內,香港的同店銷售下跌39.0%,而澳門則受惠於旅客消費復甦及本地消費回穩而錄得27.9%的同店銷售增長。
地珠寶鑲嵌、鉑金及K金首飾類別的同店銷售於季內維持平穩,而其零售值則增加15.8%,此乃由於新增零售點帶來穩健貢獻。香港及澳門珠寶鑲嵌、鉑金及K金首飾類別的同店銷售則於季內下跌43.4%。季內兩大巿場的珠寶鑲嵌首飾同店平均售價平穩。內地的同店平均售價為8,200港元(2021財政年度第四季度:8,200港元),而香港及澳門的同店平均售價則增至17,900港元(2021財政年度第四季度:16,700港元)。
黃金首飾及產品類別包括按重量及固定價格出售的產品。內地黃金首飾及產品的零售需求持續殷切,但季內基數較高,產品類別的同店銷售下跌13.3%。其平均售價維持於5,500港元(2021財政年度第四季度:5,500港元)。香港及澳門產品類別的同店銷售跌幅為8.0%。其平均售價下跌至3,400港元(2021財政年度第四季度:5,000港元),主要由於季內銷售組合轉向平均售價較低的黃金產品。季內國際平均金價較去年同期高4.6%。
集團藉助加盟商的地方知識推進零售擴張策略,使周大福珠寶加盟零售點的零售值按年增長29.8%,於季內其對周大福珠寶零售值的貢獻增至63.3%(2021財政年度第四季度:54.5%)。
於第四季度,智慧零售的零售值(3)於中國內地按年下跌7.8%,銷量則上升34.4%。季內其對中國內地零售值的貢獻為6.7%,其中2.2%來自零售科技應用。
受惠於澳門市場復甦,以中國銀聯、支付寶、微信支付或人民幣結算的零售值佔香港及澳門市場總零售值的百分比由上一季度的33.8%進一步上升至38.5%。
集團季內於中國內地淨開設255個零售點,包括淨開設267個周大福珠寶零售點(9個直營店及258個加盟店)。於2022年3月31日,內地有73.5%的周大福珠寶零售點以加盟模式經營。季內,於中國香港、中國澳門及其他市場,集團於香港關閉1個周大福珠寶零售點及於其他市場開設1個周大福珠寶零售點及1個HEARTSONFIRE零售點。於2022年3月31日,集團合共有5,902個零售點。
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