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《大行報告》大摩引述安踏(02020.HK)指近周因「封城」令銷售僅達原目標50至80% 料次季挑戰持續
阿思達克 04-08 10:58
摩根士丹利發表報告,基於新冠疫情在內地蔓延,近日與不同內需企業進行溝通,引述安踏體育(02020.HK)管理層表示,今年首兩個月品表現強於去年第四季,亦優於管理層預期,但無論如何,在3月10日至22日期間面臨新冠疫情影響令部份地區「封城」,約18%至20%門店(主要在一至二線城市)因此需要暫時關閉。 安踏體育管理層表示,仍然營運的門店仍見受到人流量受到影響,指疫情影響了消費者情緒,部份付運及物流受到影響,而公司旗下電子商務則未受到影響。 公司管理層稱,指近周因「封城」令銷售僅達原目標50至80%,更料次季挑戰持續。(wl/s) ~
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