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華利集團(300979.SZ):預計客户的訂單將逐步恢復
格隆匯 06-20 07:22

格隆匯6月20日丨華利集團(300979.SZ)近期在接待機構調研時表示,公司沒有主動裁員,同時公司會根據訂單情況控制人員編制。2022年品牌出現庫存問題並非由於品牌銷售出現問題,而是由於疫情後全球供應鏈紊亂導致的,庫存的產生與越南運動鞋產能變化和海運週期的變動有關。2021年下半年南越運動鞋製造商因為疫情受到較大的限制,以及受到海運塞港、貨櫃緊張的影響,部分品牌的產品供應比較緊張,部分品牌為此調整了供應鏈策略,加大了採購量。2022年上半年南越產能迅速恢復,同時海運問題得到緩解,導致部分品牌庫存增長較快。不同品牌本次去庫存的節奏有差異,跟過去品牌去庫存相比,現階段品牌的DTC佔比更高,對庫存的數據掌控更準確,再加上現在消費潮流變化較快,所以對於品牌來説必須要儘快完成去庫存。隨着去庫存的逐步結束,預計客户的訂單將逐步恢復,公司需要足夠的熟練員工。

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