永嘉集团（03322）自愿披露2025年高端服装零售业务最新业绩。数据显示，截至6月30日，第二季度直营线下门店同店销售增长率录得约-14%，上半年累计同比下滑7%。尤其值得关注的是，高端服装零售整体业务同期却呈现逆势增长态势——第二季度营收微降3%，上半年整体收入实现5%的正增长。
该业务板块对集团的贡献比重呈现结构性变化：2024年高端服装零售占持续经营业务总收入的16.4%，较2023年19.8%的占比有所收窄。董事会特别提醒投资者，当前披露的运营数据源自内部记录，未经审计机构核验。
值得警惕的是，零售业态正经历深度分化。虽然直营门店面临客流压力，但通过多渠道运营策略调整、新品矩阵优化及会员价值深挖，集团成功推动整体业务曲线逆势上扬。这种"单店承压、总量突破"的现象，折射出奢侈品零售市场数字化转型过程中的典型特征。
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