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李思廉富力(02777.HK)下半年拿地会放慢
阿思达克 08-22 17:21

富力(02777.HK)董事长李思廉於记者会时,承认早前网上流传的一份内部文件,指要求下属停止拿地是出自他本人,但实际上後续仍有一句为要是有特别地也是可以先问问,当中会集中「短平快」项目,如一年内可以回收现金流等。

他指,现时大方向是政府不鼓励积极拿地,故不会放太多资源於拿地上,料下半年拿地资金额会放缓,但仍会以旧城改造项目为主,认为是利润贡献来源之一。上半年拿地资金为180亿人民币,涉及652.9万平方米,平均地价为2,700元人民币,符合公司商业模型。

他又指,按推盘计划,全年销售可维持1,500-1,600亿元。对於深圳的示范区政策,他指深圳推出的住宅项目很少,故每都竞争都很大,会继续留意旧城改造项目。

另外,他指现时内地收紧融资,所以下半年融资次数会较少,国家亦不新批除再融资以外的美元债,故预期美元债比率会维持20%。至於投资华泰汽车属意向,目前已经停止。

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