謝瑞麟(00417.HK):上半年香港同店銷售低雙位數增長 對聖誕銷情不樂觀
謝瑞麟珠寶(417.HK)主席及行政總裁謝邱安儀表示,今年上半年香港同店銷售錄得低雙位數增長,受惠於金價下跌及消費券,又認為目前市場消費情緒對金價升跌幅敏感,未來同店銷售表現取決於金價走勢,她亦補充即使現時小型婚宴、婚嫁相繼復辦,有利黃金需求,但料恢復速度仍然緩慢。
她指,在「0+3」以及「團出團入」的安排下,對刺激入境旅客抵港成效不大,相反擔憂這令更多本地客出外旅遊,更指對聖誕節旺季銷情並不樂觀,料與非旺季的11月情況相若;另外,她指,在香港開店策略仍持謹慎態度。
至於內地業務方面,她認為內地對金器需求持續增長,但受疫情影響,居民消費意欲大受打擊,加上經濟前景不明朗,令消費者花費時較以往審慎,認為即使進一步放寬,整體市場復甦仍需時,或不會出現即時反彈;她又指,疫前曾訂下2年內增加100間店舖的目標,但目前因疫情而放緩開店步伐。
集團副主席及首席策略暨財務官伍綺琴表示,兩、三年前已購入地皮建設內地新廠房,將於明年7月落成一部分,新廠房面積將增約一倍,料未來10年生產力可以倍增。(ca/u)
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