波司登(03998.HK) 截至9月底止中期平均存货周转天数为189天，按年增加29天。首席财务官兼副总裁朱高峰解释是由于期内原材料价格波动较大，集团提早储备羽绒，以及明年农历新年较往年提前，相应地集团亦将生产周期适度提早，以控制发货节奏所致。他强调，有信心全年度存货天数将保持较健康水平，预料会降至120天以下。
上半财年集团贴牌加工管理业务收入增长逾13%，他指出，虽然受到地缘政治风险、部分区域消费市场低迷等挑战影响，但通过与核心客户深度绑定，参与到客户的产品开发过程当中，使该业务仍持续保持稳定发展。他认为，经营贴牌加工业务有助于提升整体供应链效率，因此未来会加强发展，同时也会拓展新客源，以及加大在国内与东南亚的产能布局。
朱高峰透露，集团正重新审视和评估时尚女装业务的整体战略定位，重申会将有限资源投入到核心业务上，明确不在非核心战略业务上再加大投入。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-28 16:25。)
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