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南國置業(002305.SZ):2019年預虧3.2億元-4.15億元
格隆匯 01-22 19:28

格隆匯1月22日丨南國置業(002305.SZ)披露2019年度業績預告,公司預計2019年1-12月歸屬於上市公司股東的淨虧損4.15億元–3.2億元,上年同期盈利8434.42萬元。

報告期,公司沿着既定戰略發展目標開展各項經營活動,在商業地產板塊,為順應市場需求主動進行項目調改並積極培育自有IP,以不斷提升商業競爭能力;在地產開發板塊,公司在控風險基礎上抓時機,在土地獲取與開發等領域取得了較好效果。公司當前戰略目標清晰,生產經營穩健,但受商業板塊本期投入增加及地產開發項目結利週期影響,本報告期業績較上期下滑,具體如下:

1、商業領域行業形勢嚴峻,部分商業項目業績下滑,公司進行主動調改

由於受電商衝擊、供給增加、城市外溢等因素影響,商業市場面臨着較嚴峻的行業形勢。為順應商業市場發展趨勢,進一步滿足客户消費需求,公司對南國大家裝-珞獅路店等商業地產項目主動進行了重裝和調整、改造升級。報告期,部分商業地產項目的重裝、調改及項目培育,對商業板塊整體業績帶來較大影響。

2、部分項目還建房虧損影響

2019年,公司主要結利項目為武漢瀧悦華府項目、武漢南國中心二期項目、武漢洺悦府項目。其中,武漢洺悦府項目2019年存在還建住宅結利,該項目還建房面積27713平方米,佔項目全部可售面積的15.14%,由於還建住宅售價遠低於其成本,導致2019年該項目還建房部分出現虧損。

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