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鷹美(02368.HK)年度營收達40.75億港元 純利跌跌10%至2.64億港元 末期息每股8港仙
格隆匯 06-11 12:20

格隆匯6月11日丨鷹美(02368.HK)公佈,截至2024年3月31日止年度,營業收入上升0.6%至40.747億港元,去年度則為40.51億港元;與去年度比較,年度的毛利率由18.7%下跌至18.4%,而公司擁有人應占淨利率則由7.2%下跌至6.5%;公司擁有人應占年度溢利年度為2.64億港元,較去年度的2.93億港元下跌10.0%。董事會建議派發年度末期股息每股普通股8港仙。

回顧年度,隨着居家辦公變成趨勢,舒適運動休閒服與運動服的需求急劇上升。此外,運動服市場需求時尚方面的轉變亦促使供應方面的轉變,運動服裝公司與時尚品牌一樣,推出迎合不同年齡層的時尚運動服或休閒運動服,此需求主要由美國及歐洲市場主導。有關國內運動服市場,在國民運動健康需求催化下持續穩步增長,拓展中國大陸市場已經成為各大品牌的戰略重點。因此,集團銷售過往一直以中國大陸、美國及歐洲三大市場為主,三大市場於回顧年度共佔集團總銷售約為87%(2023年:86%)。

環球運動服供應方面,中國大陸依舊佔據運動服裝供應的重要地位。然而在中美貿易戰影響下,中國大陸運動服制造商出口佔份額相對已大幅下降,越南及印尼從供應鏈轉換的浪潮中受益匪淺。集團於中國大陸、越南及印尼均擁有生產基地,年內集團得以着力拓展中國大陸市場及內地品牌以善用內地產能,因此中國大陸銷售佔比由去年48.5%大幅增加8.7%至57.2%;年內歐美總銷售佔比則由37.2%下跌7.3%至29.9%

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