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安踏(02020.HK)次季安踏品牌產品零售額按年錄中單位數負增長
阿思達克 07-11 16:54
安踏體育(02020.HK)公布,第二季安踏品牌產品之零售金額按年錄得中單位數的負增長。FILA品牌產品之零售金額按年錄得高單位數的負增長。所有其他品牌產品之零售金額按年錄得20%至25%的正增長。 至於上半年安踏品牌產品之零售金額按年錄得中單位數的正增長。FILA品牌產品之零售金額按年錄得低單位數的負增長。所有其他品牌產品之零售金額按年錄得30%至35%的正增長。 公司指出,上半年由於內地疫情反彈,集團遵循各地政府的指引和要求,於特定區域暫停營運若干實體店舖(線下渠道)。因此,集團的線下零售業務受客流量顯著下跌及消費意欲減弱帶來的雙重不利影響。暫停營運之實體店舖集中於高線城市和購物中心,在集團的品牌矩陣中,於高線城市佈局較多的高端品牌業務因而受到疫情影響較大。惟集團戰略性拓展電子商貿平台(線上渠道)以推動線上銷售,抵銷部分實體店舖暫停營運的影響。 此外,由於集團的DTC(直面消費者)模式(安踏品牌)和直營業務(FILA品牌及所有其他品牌)對銷售貢獻按年有所增加,集團的零售業務相關開支也有所上升。上半年可削減的經營開支不足以完全抵銷疫情對DTC模式和直營業務下銷售的影響。雖然經營環境充滿挑戰,集團的財務狀況維持穩健,並預期在上半年錄得經營現金淨流入。由於宏觀市場仍然具有不確定性,集團將繼續實施「動態管理」,務求維持健康的庫存水平以應對不斷變化的經營環境。
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