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《業績》稻香(00573.HK)半年轉蝕3,696萬元 香港業務轉蝕640萬元受累北上消費
阿思達克 08-28 16:47
稻香控股(00573.HK)公布截至今年6月底止中期業績,收益11.4億元,按年跌11.3%。盈轉虧蝕3,695.7萬元,上年同期賺402.2萬元;每股虧損3.64仙。不派息。 倘不計及期內及去年同期確認的一次性收入項目,如已收補償、政府補助及終止租賃收益,期內公司權益持有人應佔虧損淨額將為4,000萬元,而去年同期則錄虧損淨額2,170萬元。 集團香港業務於期內貢獻收益7.87億元,按年跌約6.1%;EBITDA下滑5.3%至1.12億元。香港業務按年由盈轉虧,蝕640萬元,對上財年同期賺550萬元。集團稱,香港的零售及餐飲行業於2025年將繼續面臨嚴峻逆境。於週末、長週末及公眾假期,公眾出城頻次及數量均有所增加,而於工作日晚上,多數公眾偏好在家用餐。因此,食肆經營者繼續遭受損失。管理層一直密切觀察客戶偏好及關注市場趨勢,並推出多項高人氣產品計劃,幫助推動期內銷售。其包括於選定食肆推出兩(食送)飯套餐外賣。 上半年集團內地業務產生收益3.53億港元,按年降約21.2%。EBITDA大跌65.3%至2,270萬港元,虧損擴至3,050萬港元,去年同期虧損150萬港元。 公司指,上半年本港及內地餐飲行業面臨嚴峻挑戰;本港餐飲業受到「出境遊」(尤其是北上消費)的嚴重影響。此外,本地經濟不景氣、房地產市場疲軟、股市表現不佳及就業前景不明朗,均導致消費者信心整體疲軟。於內地,該行業面臨大型企業宴請及慶祝活動減少、競爭激烈、價格殘酷以及大眾偏好外賣而非堂食的挑戰。 鑑於香港市場的結構變化以及內地消費模式的轉變,下半年勢必亦會艱難。於有關惡劣條件下,集團實施各種營銷策略,以提高客流。集團已進行店舖裝修,以提高用餐氛圍。此外,集團於期內一直提供超值產品及折扣。因此,集團能夠維持收入相對穩定,香港區只略微下降。為應對經營成本,集團不斷努力提高效率及控制租金、人員及食品成本,其均維持於合理水平。 公司稱,本財年餘下期間的業務前景將受多重因素籠罩。除宏觀經濟發展外,業界整體亦需應對本地市場特有的經營困境,有關因素將繼續制約收入與盈利表現。管理層深知當前挑戰並無速效解決方案,唯有秉持審慎經營之原則,以堅定意志與持久韌性應對。
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