中國中免(01880.HK):海南免稅業務仍有巨大發展潛力 會密切關注政策走勢
中國中免(01880.HK)總經理王軒表示,目前有關海南全島封關的具體政策尚未清晰,會密切關注,海南離島免稅業務仍有巨大的發展潛力和廣闊的市場空間,未來會繼續整合優勢資源、推進海南區域一體化營運,鞏固在海南離島免稅市場的優勢地位。
對於近期股價持續下跌,王軒表示,二級市場股價受宏觀經濟形勢、行業發展趨勢、股指波動以及投資者心理預期等因素影響,公司會持續開展和做好主營業務,提升綜合競爭力。王軒補充,公司會充分考慮及研究有關股權激勵的建議。
王軒表示,目前新型市內免稅店政策尚未出台,但預計將會是公司業務新的增長點,未來將重點圍繞「一帶一路」沿線國家和本地遊客出境旅遊主要目的地拓展免稅市場業務。他又預料,隨著旅遊市場逐漸復甦,線下銷售佔比持續提升。
常務副總經理常築軍表示,公司首季營收錄得增長,但純利下跌,主要是受去年匯率波動影響,令營業成本增加,另外傳統口岸免稅店陸續恢復營業,出入境客流增加,導致免稅店租金相應有所增長;至於商品銷售業毛利率持續下滑,主要是疫情期間,線下實體店免稅渠道銷售受阻,有稅商品佔比持續提升,同時商品促銷力度有所加大。
常築軍表示,2023年經營活動淨現金流入按年大幅增長,公司會持續提升存貨管理水平,提高存貨周轉率,優化存貨商品結構;他又指,今年免稅香化商品的銷售趨勢保持於合理健康的水平。(ca/k)
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