周大福(01929.HK):目標本財年內地淨開店多達400間 全年派息率最少七成
周大福(01929.HK)副主席鄭志雯預料,集團下半年擁有更強勁現金流,將保持全年派息率為70%至80%;被問及和往年派息相比稍微保守時,首席財務官鄭炳熙表示,現時市場環境充滿挑戰,尤其內地,故維持一向穩健規劃的做法,有信心做到往年常規派息,未來會否進一步提高派息率,要視乎集團現金流情況,會繼續審慎理財。
董事總經理黃紹基表示,由於過去3年訪港旅客幾乎為零,令業務受到衝擊。當全面通關後,港澳業務持續復甦,尤其尖沙咀銷售已回到疫前的70%水平。
對於內地開店策略,黃紹基表示,目標集中開設具有前景且優質的店舖,目標全年淨開店300至400間,並延續過往在下游市場如商場等,開店比例約70%至80%等策略。
副主席鄭志恆預料,下半年零售市道持續復甦,港澳政府推出刺激消費政策將有助支撐零售及經濟活動,形容現時珠寶行業銷售強勁;至於內地市場前景,他認為中央政府正積極調整政策,預料內地經濟將循序漸進復甦,雖然各地復甦速度或不一致,但對內地珠寶業中長線發展有信心。
被問及集團主席鄭家純有否討論接班人及兩位副主席分工等細節時,鄭志雯表示,二人分工清晰,認為能憑各人自身經驗帶領周大福未來發展,有信心生意會更佳,又笑言反問「主席見到呢個數字,仲唔滿意?」。(ca/u)
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