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高鑫零售(06808.HK)指不会加入价格战 料今年度业务有高单位数增长
阿思达克 05-11 12:05
高鑫零售(06808.HK)首席执行官林小海在业绩记者会上表示,过往一两年线下门店销售面对很大挑战,特别是社区团购在疫情後迎来爆发期,在新增渠道加入竞争,但客户需求没有增加情况下,造成行业供给失衡。不过由於同阿里巴巴(09988.HK)共同进行社区团购深度发展,因此在充满挑战环境下,预计今年度业务仍会有高单位数增长。

生鲜电商业务方面,他指,大润发起步较早,加上有同阿里巴巴(09988.HK)合作,现时发展是行业第一梯队,优势包括供应链、基础设施、商品选择种类较多,虽然疫情後不少生鲜电商和社区团购公司获得更多融资,但他认为零售行业靠烧钱并不能长久发展,因此不会为了业绩增长而加入价格战。

他解释,大润发自营的飞牛拼团将由以往追求规模战略回归至聚焦商品与服务品质,以及产品升级,期望能够成为业界第一个实现盈利的社区团购。至於同阿里巴巴(09988.HK)合作方面,他指集团角色是供应链,利用线下现有供应体系提供商品及供应链服务,并不需要为用户增长投入大量营销费用,投入成本可控。

开店计划方面,他预期,今年会在全国开30至50家中型超市,2年後以每年100家速度增长。至於大型超市预计开5至10家。

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