友和集團(2347.HK)24/25財年中期業績撮要YOHO Group(2347.HK) FY24/25 Interim Results Highlights

友和集團於2024年11月28日公佈其24/25財年中期業績。報告期內，受外遊人數增加、港元持續強勢、本地及旅客消費習慣轉變的影響，香港經濟面臨顯著下行壓力，零售業受到嚴重衝擊。

受不利的營商環境拖累，集團24/25年上半年總商品交易額及收益按年輕微下跌0.6% 及2.3%，分別達約4.32億港元及3.87億港元。然而，得益於集團OMO模式的靈活成本優勢、涵蓋約10萬個SKU的多元化產品組合以及迅速的策略調整，期內營運績效仍優於整體零售市場。通過高效的採購策略，集團成功推動毛利率上升至15.2%，同時審慎的成本優化措施同步帶動純利增長約8.5%至1,120萬港元，經調整純利則增長約12.5%至約1,180萬港元。

營運數據方面，集團註冊會員數目於2024年9月30日突破117萬名。期內，集團承接訂單數目達約224,000份，客單價保持行業領先水平達1,927港元，反映了集團持續提升的核心競爭力。

鑑於香港股市的持續波動和疲軟表現，為了保障股東權益，集團在報告期內持續進行了股份回購，合共回購了約239萬股。在全面評估了集團穩固的財務基礎和未來資金需求後，董事會建議派發每股0.015港元的中期股息，以確保為股東提供穩定的回報。

YOHO Group announced its FY24/25 interim results on 28 November 2024. During the Reporting Period, Hong Kong’s economic landscape faced significant strains due to a rise in outbound travel, a strong local currency, and shifting consumer habits among locals and tourists, severely hitting the retail sector.

Amidst these adverse macroeconomic conditions, the Group's GMV and revenue for 1H24/25 recorded a slight period-on-period decrease of 0.6% and 2.3% to approximately HK$432 million and HK$387 million, respectively. However, thanks to the flexible cost structure of its OMO model, a diversified product portfolio of approximately 100,000 SKUs, and agile strategic responses, the Group's operational performance continued to outpace the broader retail market during the Reporting Period. Simultaneously, the Group increased its gross profit margin to 15.2% through favorable procurement strategies. Its prudent focus on cost optimization also resulted in an increase in net profit of approximately 8.5% to HK$11.2 million, while adjusted net profit increased by approximately 12.5% to approximately HK$11.8 million.

In terms of operational data, the number of registered members of the Group as of 30 September 2024 exceeded 1.17 million. During the Reporting Period, the number of orders intake reached approx. 224,000, with an industry-leading basket value of HK$1,927, reflecting the Group’s sustained enhancement of core competitiveness.

Considering the ongoing volatility and weak performance of the Hong Kong stock market, to safeguard shareholder interests, the Group continued its share repurchase program during the Reporting Period, acquiring approximately 2.39 million shares. After a comprehensive assessment of the Group's solid financial foundation and future capital requirements, the Board has recommended an interim dividend of HK$0.015 per share to provide stable returns to shareholders.

Видео 友和集團(2347.HK)24/25財年中期業績撮要YOHO Group(2347.HK) FY24/25 Interim Results Highlights канала 友和 YOHO