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《業績》六福(00590.HK)全年度純利11億元跌37.8% 派末期息55仙
六福集團(00590.HK)公佈截至今年3月底止全年業績,營業額133.41億元,按年跌12.9%,主要由於年內金價屢創新高造成黃金產品銷售下跌。純利11億元,按年跌37.8%;每股盈利1.87元。派每股末期息55仙,上年同期派64仙,全年共派股息每股1.1元,派息比率爲59%。 受惠於金價上升,集團整體毛利率上升5.9個百分點至33.1%,毛利上升5.8%至44.2億元。金價飆升導致年內黃金對衝損失擴大至4.93億元,加上去年收購金至尊集團所錄得的一次性相關收益作對比,集團年內溢利下降39.3%至10.68億元。若撇除此兩因素,年內溢利跌幅會收窄至約6.3%。 期內,淨減少296間店鋪。集團整體同店銷售於2025年4月1日至6月21日進一步改善,其中內地市場同店銷售增長近兩成,港澳市場則大致持平。隨着定價首飾產品組合持續優化以及內地市場的改善,集團業務有望於2025/26財年餘下月份取得更佳表現。 六福指出,美國關稅政策持續影響全球經濟,中美關係緊張,內地政府正着力構建「雙循環」戰略佈局,大力促進內需和推出多項政策扶持樓市及資本市場。集團因此對於內地中長線業務前景仍感審慎樂觀,未來仍將會擴展內地市場,並計劃於2025/26財年淨增設50間店鋪。此外,集團看好海外市場的龐大發展潛力,因此將投放更多資源積極拓展海外市場,並計劃於本財年在海外市場將約淨增長20間店鋪,目標於未來3年進駐最少3個國家及淨增設50間海外店鋪。集團亦計劃於澳門市場淨增設2間店鋪。 集團已訂立從2025/26財年開始的新三年企業策略,以「海外市場拓展」、「市場導向產品」及「營運效益優化」作爲三大重心,以助推進集團業務的未來增長。
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