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《大行報告》美銀美林將國美(00493.HK)升級至「買入」 看1.1元 @ 2013-08-28T14: Back Hot News
Keyword:國美
Concept:2012年同 , 國美電器上半年業績扭虧為盈
【記者張靜報道】電商發展至今,國美電器(493)的線上平台業務仍然錄得虧損,惟虧損已收窄。該公司首席財務官方巍昨日於中期業績記者會表示,上半年電商業務虧損收窄至1.2億元人民幣(下同),銷售收入占集團整體銷售約5%至6%,變化不大,而該業務的毛利率已提升至6%,費用率亦有收窄,並維持單月盈虧平衡的目標。他指出,該業務要達到盈虧平衡,毛利率需要提升8%至9%。
去年上半年,國美電器淨虧損5.01億元,是其上市8年多來首次出現半年度虧損。隨後,國美集團執行以盈利模式為核心的中長期戰略轉型,通過拓銷售、提毛利、控費用等戰略,國美電器終於實現扭虧。
去年上半年蝕6億(人民幣.下同)的國美,今年上半年轉賺3.2億元,更重新派中期息0.56分。上半年國美錄得271億元收入,按年增加10.2%。總裁王俊洲表示,國美確定了「線上線下融合的供應鏈管理模式」,提升經營效率,令庫存周轉天數按年下降18天。另外國美繼續「產品差異化」的戰略以改善毛利率,增加更多如快消品等非電器類商品,上半年其銷售占比為22%。

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