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高鑫零售(06808.HK):短期盈利能力難以大幅提升 冀成爲阿裏線下體驗中心
高鑫零售(06808.HK)首席執行官林小海在業績記者會上表示,在目前經濟環境和行業競爭下,料下半財年毛利率不會有太大變化,短期盈利能力難以大幅提升,要待線上業務收費後纔會有大提升,在此之前,集團會持續提升供應鏈能力和業務拓展增加競爭力。 林小海又指,受社區團購競爭激烈、CPI下跌和疫情影響,上半財年業務錄低單位數下降,希望下半財年能做到持平或正增長。 對於和阿裏巴巴(09988.HK)的合作,林小海指出,雙方一直緊密合作,集團是貓超等供應服務商,上半年共享庫存業務錄50%增長,併成爲阿裏MMC最大合作夥伴和服務商,是維持業績規模重大的驅動力。未來將加大發展平臺入駐和供應鏈服務,冀成爲阿裏的線下體驗中心,目前正探索在會員和線下用戶體驗有更多合作。 另外,他提到,門店作爲集團最重要的核心資產,未來仍會繼續開新店,目前在談判的店位有超過100個,探成合作意向有50多個,已籤合同有近20個,會持審慎態度在合適時機開店。另外,他預計今年「雙11」銷售表現與去年相若。
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