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百威亞太(01876.HK)料解封後消費者需求將迅速恢復
阿思達克 05-05 12:45
百威亞太(01876.HK)聯席主席楊克(Jan Craps)在網上會議表示,今年以健康的銷售量開局,踏入3月後,受內地疫情管控措施影響,估計行業在第一季下降低單位數,而公司季內於中國的銷量亦下降4.3%。 楊克估計,3月底在中國已有約42%的夜生活渠道銷售重開,約86%的中餐廳渠道銷售重開,4月底的情況與3月底相似。 他又指,根據過去兩年的經驗,相信解除管控措施後消費者需求會迅速地恢復,預計短期內國內繼續會出現零星的封城,但維持時間會較短。中長期而言,他仍對中國保持樂觀,因爲國內中產階級家庭具很大的增長空間。
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