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吳天海:九倉(00004.HK)首兩月內地物業銷售估計大跌逾五成
阿思達克 03-10 17:53
九龍倉集團(00004.HK)公布業績,並就現行市況下評估若干內地發展物業之可變現淨值產生減值虧損而作出37.9億元撥備。主席兼常務董事吳天海在網上業績發布會上表示,九龍倉集團是一家穩健的物業發展公司。雖然去年內地物業發展能按計劃完成,但看到中央政府對樓價調控收緊,認為市場不如以往寬鬆,因此在去年12月決定作出撥備。

他又指,疫情來臨後很多賣樓活動都有所放緩,形容整個市場表現呆滯,公司首兩個月的內地物業銷售僅得數億元人民幣,按年大跌逾五成。他相信,整個行業都有相同的問題,但公司的優勢是資金鏈較好,因此並不急於賣樓,預料其他依賴賣樓作資金周轉的內房企業或會在疫情穩定後,會以打折的方式賣樓,以填補資金缺口,因此預期往後的市況會較波動。另外,內地的工程進度亦有拖慢,料會直接或間接影響到往後的情形,目前地盤的復工情況仍未全面。

他表示,公司目前在內地增加土儲方面抱保守態度,有見內地嚴控售樓價格令發展商回報受限,因此在此情況下不會優先在內地土儲投入太多資本,整體的策略不會太進取。而公司在前年已買了不少土儲,去年為土儲的消化期。

集團指,未來香港物業的亮點將會有九龍塘及啟德項目。被問及這些項目會在何時推出時,吳天海表示要視乎市況,認為目前香港市場情況仍未穩定,因此尚未有確定的時間表。

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