中國利郎(01234.HK)上半年純利跌13.4%至2.425億元 新零售業務保持良好發展勢頭
格隆匯8月12日丨中國利郎(01234.HK)公佈中期業績，2025年上半年，公司收益爲人民幣17.272億元，同比增長7.9%；權益股東應佔期內利潤爲人民幣2.425億元，同比減少13.4%，基本每股盈利爲人民幣20.2分，董事會決議派發中期股息每股11港仙及特別中期股息每股5港仙，維持穩定派息比率。
報告期內，集團總收入同比增長7.9%。主系列錄得收入爲人民幣11.906億元，同比減少0.2%，此乃由於集團因應渠道轉型，在山東省及重慶市收回分銷商經營權令分銷業務銷售收入下跌、向原分銷商回購庫存費用從銷售收入扣減，以爲終止合作支付的補償金所致。輕商務及其他系列增長勢頭持續，錄得收入人民幣5.366億元，同比增長31.8%，增長由輕商務在門店銷售和新零售的帶動。按產品類別劃分，上衣類產品銷售額同比增長11.8%，佔銷售的61.7%。褲子類產品同比增長6.9%，銷售佔比24.7%。
「利郎LILANZ」主系列去年在部份地區試行向直面消費者("DTC」"模式轉型後，營運有明顯改善。因此，集團於今年上半年再向山東省及重慶市的一級分銷售商的經營權，繼續向DTC轉型。
集團繼續優化銷售渠道，按計劃在優質地段開設購物中心店及奧特萊斯店，並關閉低效門店。截至2025年6月底，集團共有2,774家門市，期內淨增加1家，總店舖門積較去年底增加1.8%。門店網絡繼續是集團最主要銷售渠道。
新零售業務保持良好的發展勢頭，有效地發揮線上線下的協同效應。集團於期內繼續深耕多個熱門的銷售平臺，針對性地設計推廣內容和策略，帶動整體銷售增長，同時加強線上新品零售的能力，並且反映到業績上。網店零售額於期內同比增加24.6%，優於集團總體表現。
「多品牌、國際化」發展再向前邁進一步。集團歷來第一家海外門店，已於五月份在馬來西亞雲頂世界SkyAvenue開業，銷售主系列產品。同時，集團旗下高爾夫球服品牌萬星威「MUNSINGWEAR」已上半年開展網上銷售，開業以來，市場反應正面。
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