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国产女鞋行业遇寒冬 达芙妮上半年亏损两亿港元

2017-08-31 07:27:18   中国经济网

每经记者 王敏杰 每经实习编辑 任芷霓

在百丽私有化退市后,曾经的“大众鞋王”达芙妮(00210,HK)业绩表现再度引发关注。

8月29日晚间,达芙妮发布了2017年上半年的业绩报告,数据显示,期内其营业额为27.33亿港元,同比减少19.6%;股东应占亏损则达到了2.09亿港元,同比增加了27.44%。

和达芙妮一样,目前国内鞋业尤其是国产女鞋正面临巨大挑战。联商网总编诸振家曾对《每日经济新闻》记者表示,在消费升级、品牌老化等因素的影响下,企业销售遭遇滑坡已是不争的事实。

企业表示财务状况仍稳健

近几年来,达芙妮的发展着实有些吃力。翻阅过往的业绩报告,《每日经济新闻》记者注意到,其自2013年开始,营业额即出现持续下滑。

在最新的半年报中,其将今年上半年营业额的下降归因于销售点按年减少了16.4%及其核心品牌业务同店销售负增长。

根据达芙妮此前公布的运营数据,其营业额占比近九成的核心品牌(自有品牌“达芙妮”和“鞋柜”)今年上半年的同店销售增长率为-10.7%。其中,2017年二季度同店销售增长率则为-10.2%,其认为该季度同店销售下降主要是销售量减少所致。

“女鞋市场的大众板块尚未出现持续的改善趋势,竞争仍然十分激烈。本集团的本地同业似乎十分忧虑,即使早在2017年春夏季伊始,就已开始大幅降价。”达芙妮方面这样指出。基于此,在疲弱的市场环境下,其门店的整合还在继续。根据公告,今年上半年其净关闭了330个销售点,其中306个为核心品牌销售点。

相比营业额的下滑,目前达芙妮的利润表现更受关注。事实上,在2013年和2014年,达芙妮的公司拥有人应占利润已经连续两年大幅度下滑。2015年,达芙妮更是转盈为亏。在过去的两年半时间内,其公司拥有人应占亏损已经达到14亿港元。

不过,达芙妮方面强调,目前集团的财务状况仍然稳健,截至今年6月底,净现金为6.07亿港元,去年同期则为6.93亿港元。

达芙妮方面表示,其眼下正致力于大型革新计划,其中包括全面品牌重塑及产品升级。“有些措施可能需要一段时间才能全面实施,然后取得成果。本集团已做好充足准备,以应对执行过程中可能出现的各项挑战。”

行业面临严峻考验

就在上个月的27日,“一代鞋王”百丽国际正式撤销在港交所的上市地位。“伴随皮鞋行业领军企业百丽国际在香港联合交易所的上市地位被撤销而引发的行业讨论,也可以看到公司所处的皮鞋行业依旧面临严峻的考验。”在8月24日发布的半年报上,行业上市公司红蜻蜓(603116,SH)这样指出。

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