電商業務取得38%的收益增長,361度(1361.HK)中期業績:純利升27.7%至7.04億元
格隆匯8月15日丨361度(01361.HK)披露2023年度中期業績,實現收益43.12億元(人民幣,下同),同比增長18.0%;毛利17.96億元,同比增長18.5%;毛利率同比略微上升0.2個百分點至41.7%;經營溢利9.93億元,同比增長28.6%;權益持有人應占純利7.04億元,同比增長27.7%;基本每股盈利34.0分。
董事會已建議派發截至回顧期內的中期股息每股普通股6.5港仙(相當於人民幣6.0分,僅供説明用途),派息比率達到17.6%。

業績亮點:1、361º兒童業務,於回顧期內實現收益9.11億元,佔集團總營業額約為21.1%,同比增長33.4%;其毛利率由40.7%升至42.4%。此乃主要由於透過推出多款平均批發售價較高的新產品進行產品組合的升級及電商平台產生的銷售收益佔比增加。
2、回顧期內,集團在海外市場的銷售網點數量為1187個。361º國際業務取得收益8330萬元,佔集團總收益的約1.9%,同比增長66.9%。
自2015年以來,集團積極佈局國際市場,提升品牌的國際認知度。後疫情時代,集團將更加註重海外市場的穩健發展。未來,集團將積極鞏固歐洲、一帶一路等國家以及新興的有巨大增長潛力的市場,進一步提升361º在海外市場的影響力。
3、回顧期內,集團電子商務業務的網上專供品取得收益達到10.79億元,佔集團總收益的約25.0%,同比增長38.0%。
電子商務業務肩負多重使命,一方面是品牌產品銷售的重要渠道,一方面也是品牌形象建立的重要平台。361º旨在通過電商渠道,為消費者提供高顏值、高科技、高價值三高產品,形成驅動361º銷售增長及品牌形象提升的引擎。
於2023年6月30日,集團共有5642間361º品牌門店,同截至2022年12月31日相比,淨增加162間。按區域劃分,約76.3%的門店位於中國三線及三線以下城市,而4.9%及18.8%的門店分別位於中國一線及二線城市。集團鼓勵其分銷商及授權零售商繼續在商場及百貨店開設新門店,並拓展門店面積,升級門店形象,優化渠道結構。
集團秉承“多一度熱愛”的理念,繼續堅持以消費者為核心,捕捉消費習慣新趨勢,為消費者提供卓越的購物體驗。截至2023年6月30日,361º品牌最新的第九代形象店數量已增加至3182家,佔比為56.4%,對比2022年12月31日增長了7.8%。第九代形象店結合輕量簡潔的裝潢和豐富道具,不僅豐富購物體驗,還降低裝修成本、提升店舖效益及品牌形象。
同時,在後疫情時代,集團提出線下實體終端門店、線上電子商務與新零售渠道同步發展,推動全渠道消費體驗升級。於回顧期內,智慧零售系統落地終端門店,且覆蓋數量節節上升。該系統可及時捕捉消費者數據,藉助用户數據,對產品設計研發、定價策略及銷售策略起反哺作用。集團還通過完善有吸引力的會員制度,針對目標客羣提供豐富的會員權益。同時,集團還透過對會員精細化運營管理,啟動會員羣體效能和增強消費粘性。
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