
日本服装零售商优衣库的母公司迅销公司(Fast Retailing)无视北京与东京之间持续的政治紧张局势以及中国国内疲软的消费者情绪,在中国大陆实现了销售与利润的回升。
Fast Retailing, the parent company of Japanese clothing retailer Uniqlo, has defied the ongoing political tensions between Beijing and Tokyo and soft consumer sentiment in China to log a rebound in sales and profits on the Chinese mainland.
该公司周四发布的年度报告称,截至8月结束的2026财年,其中国大陆业务“取得了稳步进展,一些令人鼓舞的迹象表明业务正在回归增长轨道”。
The Japanese firm said the 2026 financial year, which ended in August, had been a period in which its mainland China business had “made steady progress, with encouraging steps indicating a return to growth”, according to its annual report released on Thursday.
公司表示,其在中国大陆的全年营收以当地货币计算同比增长3%,业务利润则上升了约18%。同期,香港和台湾地区的全年营收与利润也实现了增长。
The company’s full-year revenue on the Chinese mainland climbed 3 per cent year on year in local currency terms, while business profits rose by roughly 18 per cent. Hong Kong and Taiwan also saw increases in full-year revenue and profit over the period, the group said.
公司指出,业绩改善部分得益于持续的结构改革。优衣库在中国大陆对其门店网络进行了调整,重点优化选址并提升运营效率。该品牌开设了更多大型门店,同时关闭了许多业绩不佳的小型店铺。
The improved performance was partly driven by ongoing structural reforms, with Uniqlo rolling out a revamp of its store network in mainland China with a focus on refined site selection and higher operational efficiency, the company said. The chain has opened more large-format stores and closed many smaller underperforming outlets.
大中华地区——涵盖中国大陆、香港和台湾——是全球仅次于日本的第二大市场。同期,该地区总销售额达到7240亿日元(约合46亿美元),同比增长11.3%;利润为1120亿日元,增长24.6%。
The Greater China region – covering mainland China, Hong Kong and Taiwan – constitutes the group’s second-largest market globally after Japan. The region’s total sales hit 724 billion Japanese yen (US$4.6 billion) over the same period, up 11.3 per cent year on year, while profit came in at 112 billion Japanese yen, up 24.6 per cent.
今年迄今,迅销公司在香港上市的股价已上涨34%,周四上午收于37.30港元,较周三上涨0.81%。应公司要求,其香港存托凭证在港交所的交易于周四下午1点暂停,并将于周五恢复。
Fast Retailing’s Hong Kong-listed shares have risen 34 per cent so far this year and closed at HK$37.30 on Thursday morning, up 0.81 per cent from Wednesday. Trading of its Hong Kong depositary receipts on the Hong Kong stock exchange was suspended from 1pm on Thursday at the company’s request, and will resume on Friday.
尽管日本与中国之间的政治紧张局势对双边经济关系造成压力,但市场对此仍表现出积极反应。
The upbeat market reaction comes even as political tensions between Japan and China weigh on bilateral economic ties.
11月,北京发布旅行提醒,敦促公民避免前往日本,此前日本首相高市早苗表示,若台湾海峡发生武装冲突,东京可能会介入。
Beijing issued a travel advisory in November urging citizens to avoid travelling to Japan, after Japanese Prime Minister Sanae Takaichi indicated that Tokyo could intervene in the event of an armed conflict in the Taiwan Strait.
此举引发了两国间大量航班取消,并导致中国游客赴日数量骤降。据中国在线旅行社途牛公司称,日本曾是中国游客的热门目的地之一,但在刚刚结束的国庆假期期间,甚至未能进入十大最热门旅行目的地之列。
The move triggered a wave of flight cancellations between the two countries and a plunge in Chinese tourism to Japan. Once a top destination for Chinese travellers, Japan was not even among the top 10 most popular travel hotspots over the just-concluded National Day holiday, according to Chinese online travel agency Tuniu Corp.