-- 傑富瑞週三在一份報告中指出,富邑葡萄酒集團(ASX:TWE)對3月份季度的分析表明,亞洲地區的葡萄酒銷量增長穩健,其中除中國以外的亞洲地區銷量增長了14%。 3月季度,除中國以外的亞洲地區奢侈品出口額年增25.4%。 受反奢侈措施的影響,中國葡萄酒市場規模較關稅實施前有所縮小,尤其是高價葡萄酒市場。此外,中國國內消費週期性疲軟也加劇了這一趨勢。中國是富邑葡萄酒集團最大的出口市場,佔其出口總額的25%,佔奢侈品出口總額的73%。 3月季度,富邑葡萄酒集團對香港的奢侈品出口額較上年同期下降約14%。全年來看,新加坡的奢侈品葡萄酒出口額在數年來首次超過香港。 該投資公司給予 Treasury Wine Estates 「持有」評級,目標價為每股 4 澳元。
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