敏華控股(01999.HK):利好政策出台或未能推動業務短期內呈明顯反彈
敏華控股(01999.HK)主席黃敏利在中期業績發布會上表示,內房表現疲軟不利公司銷量,目前以舊換新來維持生意銷量,並對下半財年保持審慎態度;對於近期內地推出多項利好內房政策,他預料業務短期內不會有明顯反彈;相反,他對未來兩至三年走勢感樂觀,又指公司整體佈局較好,認為國際關注點最終會回歸至經濟層面上,轉向平穩。
他表示,今年整體開店速度緩慢,並料下半年開店數目與上半年262間相若,主要是內地經濟受到房地產行業及疫情防控等因素影響,若情況轉好,將會調整開店速度。
他亦表示,在過去的「雙11」活動中,公司電商開單數目錄得雙位數的增長,約20%,惟他表示,觀察到近期電商的退單率較去年高出很多,加上仍未完成送貨工作,故預料整體銷量按年持平。
他表示,對未來兩年海外業務會較樂觀,主要是船費下降,旗下沙發在歐美市場將更具競爭力,故將加強歐美及東南亞市場的銷售。
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