恆大(03333.HK):有信心完成全年6,000億人幣銷售目標 料行業集中度續提升
中國恆大(03333.HK)副主席兼總裁夏海鈞出席業績發布會時表示,上半年公司合同銷售約2,818億元人民幣(下同),完成全年6,000億元銷售目標的接近一半,有信心可完成全年銷售目標,主要因為下半年有約7,400萬平方米可售貨量,售出當中約四成已能完成銷售目標。
他又指,現時公司土地儲備中有逾六成位於一、二線城市,三成多則位於三線城市,公司於2016年進行重要的戰略轉型決定回歸一、二線城市,而三線城市則主要聚焦圍繞核心城市、有人口淨流入、產業支撐、高鐵及高速公路的城市。
他又相信未來房地產市場行業集中度將不斷提升,他舉例指中國前十大開發商的市場佔有率有2009年時的8.2%提升至2019年上半年的29.1%,而恆大市佔率亦由當時的0.7%提升至4%,相信未來集中度會繼續提升,五年後十大開發商市佔應可提升至40%,而當中一半應為前三大地產商,屆時龍頭企業銷售規模要達一萬億元才能在三大中有所擔當。
他又表示公司堅定支持中國的房地產調控政策,又指公司建築成本便宜,銷售均價每平方米一萬多元亦能維持利潤,但作為房地產商不能為富不仁,要貫徹國家調控政策,包括是「房住不炒」、「穩地價、穩房價、穩預期」。而針對中央提出於深圳建「先行示範區」,夏海鈞指出公司於深圳有48個項目,規劃建築面積達3,124萬平方米,總貨值近1.24萬億元,恆大可說是擁有深圳土地儲備最多的開發商,相信未來收益不可限量。
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