大新金融:本港5月零售銷售止跌回升 料因天氣較佳及大型演唱會刺激旅客增加
本港5月零售銷售貨值按年轉升2.4%,勝市場預期跌1.8%,前值跌2.3%。大新金融集團首席經濟及策略師溫嘉煒回應稱,本港5月零售銷售止跌回升,銷貨值按年上升2.4%,終止連跌14個月,亦好過市場預期的下跌1.8%及該行預期下跌3.4%,總銷貨值313億元,為今年1月以來最高月份。耐用品銷售值跌幅由4月的下跌近23%顯著收窄至0.1%,當中汽車及汽車零件銷售值止跌回升,由大跌逾53%改善至錄得2.7%輕微增幅,為逾一年來首次錄得升幅;超級市場及衣履銷售值亦由跌轉升,按年均錄得輕微升幅;百貨公司銷售值升幅則有所加快。相反,奢侈品銷售值跌幅輕微擴大至3.2%,連跌16個月;其他消費品升幅則有所放緩。
該行認為,5月零售總銷貨值止跌回升,或由於當月降雨日子較去年同期明顯減少,增加市民及旅客外出購物意欲所致;加上有大型演唱會舉行,帶動訪港旅客增加。但奢侈品銷售值持續下跌,或反映市民及訪港內地旅客消費模式轉變。環球貿易戰導致宏觀經濟前景不明朗,中長線料繼續影響本港零售業表現,惟本港大型體育場館持續舉行多項大型活動,加上香港股市近期反覆回升,短線或有助提振消費氣氛。該行估計,2025年零售銷售表現或大致持平。
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