GLONGHUI August 15丨Some investors asked Mingyue Lens (301101.SZ): The company's sales forecast for July-August? Will there be a trend of moving from consumption to August/September?
Bright Moon Lens Reply: There are voices in the market indicating that sales data for Moon Lenses in July and beyond is under pressure. This is not in line with the actual situation. The growth of the eyewear industry is relatively stable, and Mingyue insists on long-term investment and long-term output in terms of product structure and product quality, so the growth trend in the first and second quarters of the next month will be very good.
Judging from the entire summer vacation consumption cycle, generally speaking, there are two peaks. The first peak is when you first go on summer vacation and lasts about ten to twenty days; the second peak is 20 days before the start of school and about half a month after the start of school, and the second peak usually lasts longer than the first peak. The middle period from mid-July to mid-August is also peak season, but it may be relatively weak compared to the two peaks. So looking at the whole year, the third quarter should be very good, because almost two of the three months are at their peak.
Looking at it now, the company has been running very smoothly in the third quarter, and the indicators and performance in all areas are also very normal. However, there will be a certain amount of lag this year because of the July tourist wave, and stores will adjust their sales pace after being influenced by objective reasons. Judging from recent data, this trend has already begun to be reflected, and it is likely that the peak trend will continue after September 15 this year. In fact, a similar situation occurred in Q1 this year. Normally, the peak of eyewear accessories ended after the Lantern Festival, but sales data for 1-2 weeks after the Lantern Festival this year also remained high. Although the general consumption environment is facing challenges, Mingyue is full of confidence and will strive to achieve rapid growth.