《藍籌業績》安踏(02020.HK)上半年包括分佔合營公司損益影響 淨利潤按年升32.3%至47.5億人幣 中期息82港仙
安踏體育(02020.HK)公布截至今年6月底止中期業績,營業額296.45億元人民幣(下同),按年升14.2%。純利47.48億元,按年升32.3%;每股盈利1.74元。派中期息82港仙,上年同期派62港仙。如不包括分佔合營公司損益影響的溢利按年增加39.8%至52.64億元。
期內,毛利按年增長16.4%至187.55億元。毛利率增長1.3個百分點至63.3%。經營溢利升31.6%至76.23億元。
按品牌劃分,安踏品牌收入按年增長6.1%至141.7億元,毛利升7.5%至79.12億元,毛利率升0.7個百分點至55.8%。FILA品牌收入增長13.5%至122.29億元,毛利升14.4%至84.61億元,毛利率升0.6個百分點至69.2%。
集團上半年的經營溢利率按年增長3.4個百分點至25.7%,當中FILA分部的經營溢利率升7.2個百分點至29.7%;所有其他品牌的經營溢利率升8.7個百分點至30.3%。至於安踏分部的經營溢利率按年下降1.0個百分點至21%,主要歸因於在中國持續進行DTC模式轉型,店舖層面的租賃費用及員工成本有所增加,導致經營開支佔收益比率上升;及本財政期內確認的政府補助金有所減少。
此外,集團平均存貨周轉日數為124日,按年減少21日。
公司預期今年底內地和海外的安踏及安踏兒童門店數目將分別為7,000至7,100間及2,800至2,900間,而預計於內地、香港、澳門和新加坡之FILA門店數目(包括FILAKIDS和FILAFUSION獨立店)將為1,900至2,000間。內地、香港及澳門之DESCENTE門店數目預計將為185至195間,而KOLONSPORT於內地及香港之門店數目預計將為170至180間。
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