【新闻】爱马仕2019年第二季度销售报告

发表时间：2019-07-24 22:40:42 | 来源：爱表族官方

Quarterly information report as at the end of June 2019
2019年6月底季度报告
Strong sales momentum over the first half of 2019
2019年上半年销售业绩斐然
(+12% at constant exchange rates and +15% at current exchange rates)
（按固定汇率计算增幅达12%，按当前汇率计算增幅达15%）

Paris, 23 July 2019
2019年7月23日，巴黎
The group's consolidated revenue amounted to €3,284 million in the first half of 2019, up +12% at constant exchange rates and +15% at current exchange rates. Sales growth was very solid in the group's stores (+13% at constant exchange rates).
2019年上半年，爱马仕集团的销售总额达到32.84亿欧元，按固定汇率计算增幅为12%，按当前汇率计算增幅为15%。集团各大专卖店的销售增长均十分稳健（按固定汇率计算，增幅为13%）。
The sustained growth in the second quarter (+12% at constant exchange rates and +15% at current exchange rates) is in line with the trends seen over the first three months of the year.
第二季度良好的销售增长（按固定汇率计算增幅达12%，按当前汇率计算增幅达15%）延续了第一季度的喜人态势。
Axel Dumas, Executive Chairman of Hermès, said: "Hermès sales were very dynamic in the first half of 2019, in all regions and in all business lines. This sound growth reflects the House’s creative drive, outstanding know-how, and the relevance of its craftsmanship model which helps strengthen local integration."
爱马仕全球首席执行官Axel Dumas先生表示：“2019年上半年，爱马仕品牌在所有地区、所有产品部门的销售表现均十分乐观。此种稳健增长说明，我们品牌凭借独具匠心的创意、炉火纯青的专业技术、工艺模型的实际价值，很好地巩固了在各大市场的地位。”
Sales by geographical area at the end of June
2019年6月底各地区销售情况
(at comparable exchange rates, unless otherwise indicated)
（除有特别说明，均按可比汇率计算）
In the first half of 2019, revenue increased in all geographical areas worldwide:
2019年上半年，集团在全球各地区均实现销售增长：
Asia excluding Japan (+18%) continued its outstanding performance, with positive momentum in continental China and double-digit growth in all other countries in the area. The Group benefitted from successful store openings and extensions in recent months, particularly Shanghai IFC in China and Marina Bay Sands in Singapore. A new store opened in March in Phuket Floresta in Thailand. Rollout of the new digital platform in Asia will continue at the end of the year in Singapore.
除日本以外的亚洲市场延续出色业绩（18%）：中国大陆销售呈现积极态势，地区内所有其他国家取得两位数的增长。集团有此喜人业绩，得益于最近数月内大获成功的新店开幕及拓店翻新，尤其是中国上海国金店以及新加坡滨海湾金沙店。今年3月，品牌位于泰国Phuket Floresta的新店开幕。品牌将继续在亚洲推行全新数字平台，将于年底在新加坡市场实现部署。
Japan (+10%) confirmed its sound growth. The new platform hermes.jp was successfully deployed in June, offering editorial content and products which reflect the diversity of the Maison's creations.

日本市场延续稳健增长（10%）。今年六月，全新平台hermes.jp成功上线，展示精选编辑内容及产品，充分彰显品牌非凡的多元创意。
America (+10%) posted a strong performance at the end of June, despite a high comparison basis. Last April, the Group opened its 36th store in the USA at the heart of New York's Meatpacking district, and reopened the Waikiki store in Hawaii in June.
尽管对比基数很高，美国市场依然获得了突出业绩（10%）。去年四月，集团于美国纽约中心的米特帕金区（Meatpacking District）开设了第36家爱马仕专卖店；今年六月，集团位于夏威夷的威基基专卖店（Waikiki store）重新开幕。
Europe excluding France (+9%) and France (+4%) achieved a good performance. The store in Amsterdam reopened in May after extension, and the store on Stoleshnikov Lane in the historical centre of Moscow was renovated in June. In France, sales improved during the past months.
欧洲地区（9%，不含法国）以及法国（4%）均实现了良好业绩。五月，经过拓店翻新的阿姆斯特丹专卖店全新亮相；六月，坐落于莫斯科历史中心的斯托列什尼科夫胡同（Stoleshnikov Lane）专卖店进行翻新整修。过往数月内，法国市场的销售业绩有所增长。
Sales by business line at the end of June
2019年6月底各产品部门销售情况
(at comparable exchange rates, unless otherwise indicated)
（除有特别说明，均按可比汇率计算）
The momentum in the first half was driven by solid growth across all business lines, with a remarkable performance of the Ready-to-Wear and Accessories division.
上半年的出色业绩表现得益于所有产品部门取得的全面增长，其中成衣和配饰部门的表现尤为出色。
Growth in Leather Goods and Saddlery (+12%) was particularly sustained over the first half of the year, based on collections blending style, know-how and diversity of materials. The division's annual growth target remains unchanged. Demand remains very high, both for the Maison's classics and other models, such as the Mosaïque and 24/24 bags. The increase in production capacities continued, with the ground breaking of the Maroquinerie de Guyenne workshop in June, scheduled for completion in 2020, and the announcement of a new workshop in Louviers by 2021. Hermès continues to strengthen its local integration in France with the opening of a training centre in Fitilieu (Isère), and the announced extension of the Ganterie-Maroquinerie de Saint-Junien workshop (Limousin region).
皮具和鞍具上半年的销售增长势头尤为抢眼（12%），主要得益于爱马仕独具风格的产品系列、精湛工艺以及原材料的多样性。该部门年增长目标保持不变。市场对品牌的经典包袋以及Mosaïque、24/24包袋等其他包款的需求仍然很高。吉耶纳皮革工厂（Maroquinerie de Guyenne workshop）于今年6月破土动工，预计将于2020年竣工投用；此外，集团宣布将于2021年前在卢维埃（Louviers）建立新工厂。随着这些举措，集团的产能将继续提升。品牌还于法国伊泽尔大区的菲蒂利厄（Fitilieu，Isère）开设培训中心，并宣布对位于法国利穆赞大区（Limousin）的圣瑞尼安（Saint-Junien）手套工厂进行拓店翻新。这些举措有助于进一步巩固品牌在法国市场的地位。
The Ready-to-Wear and Accessories division (+15%) pursued its strong growth, thanks to the success of the men's and women's ready-to-wear collections and of fashion accessories and shoes.
成衣和配饰部门业绩斐然（15%），主要得益于男士及女士成衣系列、时尚配饰与鞋履的大获成功。
The Silk and Textiles business line (+4%) confirmed it positive momentum, benefitting from sustained demand and the diversity of materials, outstanding creativity and know-how. The Pierre Bénite site (Rhône) will be extended to support development and will accommodate two new printing lines.
丝织品部门同样实现销售增长（4%），得益于顾客对品牌原材料多样性、非凡创意及精湛工艺的持续认可与需求。品牌将扩建位于法国罗纳省（Rhône）的皮埃尔贝尼特工厂（Pierre Bénite site）以满足支持发展并加装两条全新印刷线的需求。
Driven by the success of Terre d’Hermès and the new creation, Un Jardin sur la Lagune, Perfumes (+3%) posted an increase, despite a high comparison basis at the beginning of last year following the launches of Twilly d’Hermès and Eau de Citron noir.
尽管去年年初上市的Twilly d’Hermès和Eau de Citron noir大获成功，推高了今年的对比基数，但今年的爱马仕大地系列香水（Terre d’Hermès）和新款香水潟湖花园（Un Jardin sur la Lagune）均热销，令香水部门依然实现了增长（3%）。
The Watches business line (+14%) performed very well, reflecting the creativity of the collections. The Galop d’Hermès model, inspired by the harness collections, received a very warm welcome.
腕表部门取得了良好业绩（14%），体现了腕表系列产品的出众创意。以马具系列为灵感来源的Galop d’Hermès腕表获得了良好的市场反应。
Other Hermès business lines (+19%) recorded a positive increase over the period, both in Jewellery and in the Home universe.
在此期间，爱马仕其他业务部门（包括珠宝和爱马仕家居产品）亦取得显著销售增长（19%）。
Highlights
重大事件
At the end of June, currency fluctuations were favourable, representing a positive impact of €90 million on revenue.
截至6月底，汇率浮动对营业额形成了9,000万欧元的积极影响。
During the first six months, Hermès International redeemed 56,030 shares for €34 million, excluding transactions completed within the framework of the liquidity contract.
上半年，爱马仕集团斥资3,400万欧元回购56,030股的集团股份，其中不包括流动性合同下的股份交易。
2019 half year results and IFRS 16
2019年上半年销售报告与《国际财务报告准则第16号》
The half year results will be published on 11 September.
今年9月11日，集团将发布上半年销售报告。
The Hermès Group will apply the IFRS16 Leases standard retrospectively from 1 January 2019. Accordingly, the 2018 interim financial statements will be restated and presented as if this new standard had always been applied. Although practically neutral in terms of net profit, this first application should increase the recurring operating margin1 of each period by approximately 0.5 pt.
爱马仕集团将回溯自2019年1月1日起适用《国际财务报告准则第16号》租赁标准。因此，2018年中期财务报表将予以重述并提交，如同这一新标准适用至今。虽然净利润实际处于中等水平，但是首次适用这一标准应可将各期经常性营业利润率1提高约0.5%。
1 Recurring operating income is one of the main performance indicators monitored by Group Management. It excludes non- recurring items having a significant impact that could affect the understanding of the Group's economic performance. For memory, at the end of June 2018, the €53 million in capital gains resulting from the sale of the former Galleria store premises in Hong Kong was excluded from recurring operating income.
1 经常性营业收入是集团管理层监督的一项主要业绩指标。不包括对集团财务状况可能造成重大影响的非经常性项目。作为比较，2018年6月底，出售中国香港地区Galleria专卖店所得的5,300万欧元资本收益被排除在经常性营业收入之外。
At the end of June, the current operating profitability should be slightly below the record level published2 in the first half of 2018 (34.5%), thanks to the leverage effect generated by strong sales growth, which should partially offset the unfavorable impact of exchange rate hedges.
截至6月底，销售业绩的强劲增长产生了杠杆效应，部分弥补了汇率对冲的消极影响，得益于此，集团营业利润率应略低于2018年上半年发布2的创纪录水平 (34.5%)。
Outlook
2019年展望
In the medium term, despite growing economic, geopolitical and monetary uncertainties around the world, the Group confirms an ambitious goal for revenue growth at constant exchange rates.
在年度中期，尽管世界经济、地缘和货币市场的不稳定因素加重，在收益增长方面，集团还是在固定汇率的基础上制定了乐观的增长目标。
Thanks to its unique business model, Hermès is pursuing its long-term development strategy based on creativity, maintaining control over know-how and singular communication.
基于独有商业模式，爱马仕将继续秉承基于创造革新的长期发展策略，保持对专有技术和传播方式的管控。
In the pursuit of dreams is the theme of the year 2019. Celebrating the dream of Hermès means asserting the need to dare to see further, to open the field of the imagination that stimulates creation.
“策马逐梦”是2019年的主题。庆祝爱马仕的梦想意味着支持人们探索未知、开发想象的需求，从而激励创造与创新。

关键词：爱马仕