恒大(03333.HK):有信心完成全年6,000亿人币销售目标 料行业集中度续提升
中国恒大(03333.HK)副主席兼总裁夏海钧出席业绩发布会时表示,上半年公司合同销售约2,818亿元人民币(下同),完成全年6,000亿元销售目标的接近一半,有信心可完成全年销售目标,主要因为下半年有约7,400万平方米可售货量,售出当中约四成已能完成销售目标。
他又指,现时公司土地储备中有逾六成位於一、二线城市,三成多则位於三线城市,公司於2016年进行重要的战略转型决定回归一、二线城市,而三线城市则主要聚焦围绕核心城市、有人口净流入、产业支撑、高铁及高速公路的城市。
他又相信未来房地产市场行业集中度将不断提升,他举例指中国前十大开发商的市场占有率有2009年时的8.2%提升至2019年上半年的29.1%,而恒大市占率亦由当时的0.7%提升至4%,相信未来集中度会继续提升,五年後十大开发商市占应可提升至40%,而当中一半应为前三大地产商,届时龙头企业销售规模要达一万亿元才能在三大中有所担当。
他又表示公司坚定支持中国的房地产调控政策,又指公司建筑成本便宜,销售均价每平方米一万多元亦能维持利润,但作为房地产商不能为富不仁,要贯彻国家调控政策,包括是「房住不炒」、「稳地价、稳房价、稳预期」。而针对中央提出於深圳建「先行示范区」,夏海钧指出公司於深圳有48个项目,规划建筑面积达3,124万平方米,总货值近1.24万亿元,恒大可说是拥有深圳土地储备最多的开发商,相信未来收益不可限量。
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