禹洲地產(01628.HK):商業及物管業務發展成熟時會分拆
近年內房分拆物業管理旗艦上市成風,禹洲地產(01628.HK)旗下物管業務目前在管面積已達1,300萬平方米,商業物業租金收入持續增加,並陸續有酒店開業。主席林龍安表示,分拆商業版塊在集團考量之內,待業務發展更成熟時便會計劃分拆上市。
集團現時可租賃商業面積超過21萬平方米,今、明兩年將分別增加33萬及20萬平方米。他強調,不會出售位於一、二線城市的核心資產,估計未來每年租金收入可按年增長逾三成。
林龍安又強調,未來內地樓市發展將保持平穩,料明年銷售量、價持平,新開工量則增長放緩,集團會保持量力而行的方針,考慮到三線以下的低線城市人口流出導致滯銷,原則上不再進入三、四線城市。
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