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杰富瑞表示,富邑葡萄酒集团对3月份季度业绩的评论表明,亚洲地区的葡萄酒销量将稳步增长。

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-- 杰富瑞周三在一份报告中指出,富邑葡萄酒集团(ASX:TWE)对3月份季度的分析表明,亚洲地区的葡萄酒销量增长稳健,其中除中国以外的亚洲地区销量增长了14%。 3月份季度,除中国以外的亚洲地区奢侈品出口额同比增长25.4%。 受反奢侈措施的影响,中国葡萄酒市场规模较关税实施前有所缩小,尤其是高价葡萄酒市场。此外,中国国内消费周期性疲软也加剧了这一趋势。中国是富邑葡萄酒集团最大的出口市场,占其出口总额的25%,占奢侈品出口总额的73%。 3月份季度,富邑葡萄酒集团对香港的奢侈品出口额较上年同期下降约14%。全年来看,新加坡的奢侈品葡萄酒出口额在数年来首次超过香港。 该投资公司给予 Treasury Wine Estates “持有”评级,目标股价为每股 4 澳元。

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