澳門迎來高光時刻，珠澳合作升温利好龍光地產(03380.HK)等區域龍頭
2019年12月20日，是澳門迴歸祖國20週年紀念日。20年來，澳門經濟社會發展已經發生翻天覆地的變化，取得令人矚目的成果。作為粵港澳大灣區國家戰略的三大極點之一，澳門—珠海極點被賦予發揮引領帶動的使命。隨着港珠澳大橋等基礎設施的互聯互通和公共配套設施的不斷完善，澳門與珠海產業協調發展不斷加強，以及多項國家政策支持的落地，珠澳的區域發展核心引擎作用不斷凸顯，大灣區西岸經濟有望大大提速，龍光地產(03380.HK)等率先佈局的深耕型企業將直接受益。
龍光地產早在2007年就開始前瞻性佈局珠海，從第一個項目龍光?海悦雲天開始，公司一直堅持區域深耕戰略，以多種方式參與珠海城市建設，助力珠海經濟社會發展。目前，從香洲、拱北等傳統核心城區，到金灣、橫琴、保税區等珠海未來新興發展高地，龍光地產在珠海已經基本搭建起成熟完善的業務佈局，發展優勢顯著。
首選，龍光地產在珠海的項目基本都處於交通節點或者新區核心地段。如：玖龍璽距離橫琴口岸僅約400米，玖龍灣處於港珠澳大橋主落腳點，玖龍匯坐擁橫琴大橋和港珠澳大橋雙橋頭堡，項目位置極佳，盤踞價值高地，發展前景廣闊。
其次，公司在珠海已經夯實頭部企業的先發優勢，現有土儲規模在珠海地產開發商中位居第二，2019年上半年銷售金額穩居全市TOP4，其中龍光玖龍璽、湖城大境、玖龍匯等多個項目的銷售業績均躋身所在片區前三位，處於市場領先水平。
再次，龍光地產在珠海拿地時機精準，通過收併購或城市更新方式低成本投資，土儲成本較低。比如珠海保税區玖龍匯項目，該項目建築面積33萬平方米，公司在2017年底通過收購獲得，以很低成本便鎖定了高達80億元的貨值，前後僅用時一年半就實現快速成功孵化，推上市場。
無論是從土儲資源稟賦，還是從市場佔有率來看，龍光地產在珠海已穩居行業第一梯隊，建立起領先的開發優勢和品牌影響力。伴隨着珠澳合作的升温和珠海戰略地位上升，公司所擁有的大量土儲資源有望迎來價值重估。
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