飛亞達(000026.SZ):對手錶業務的全年及長期發展保持樂觀,也將盡力達成更好業績
格隆匯5月26日丨飛亞達(000026.SZ)於2023年5月24-25日接受機構調研,問答環節中,就“公司手錶業務目前經營情況如何?對後續發展有何預期?”,公司回覆稱,過去幾年,伴隨國民消費水平提升和品牌意識加強,國內手錶行業整體規模持續擴大,公司手錶業務整體呈穩定發展的態勢。其中,名錶業務抓住消費升級、迴流的機遇,緊抓數字化零售系統應用及各項門店運營管理工作,單店單產得以顯著提升,渠道結構得以不斷優化,業務增長相對較快;自有品牌業務所處的國表市場整體承壓,通過品牌重塑,確立“以航空航天表為特色的高品質中國手錶品牌”定位,持續塑造“航空品牌”,並同步對產品、渠道、營銷等各個維度進行調整,“航空航天”等核心系列產品的銷售佔比持續提升,品牌差異化日漸凸顯。
今年一季度開始,線下客流量逐步恢復,消費市場有所回暖,同時也面臨出行放開帶來的消費分流,消費市場仍然不穩定,公司通過紮實推進運營管理各項工作,經營業績同比保持增長趨勢。
未來,公司“亨吉利”名錶零售業務將繼續推進渠道運營能力及服務水平提升,深化品牌合作;“飛亞達”為主的自有品牌業務將基於新的品牌定位,進行資源的精準投放,發展線上特別是新媒體渠道。公司對手錶業務的全年及長期發展保持樂觀,也將盡力達成更好業績。
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