潤地(01109.HK):疫情對公司業務影響可控 復產率逾92%
華潤置地(01109.HK)管理層在電話會議上表示,是次疫情來得突然,對於行業帶來短期衝擊,但對公司業務的影響可控。在2月初的時候,公司的高層已開始上班,以提前進行防疫工作及加強與政府的溝通。在今個月,除了位於武漢的工地外,旗下378個項目工地已恢復運作,復產率達92%以上。另外,除了武漢外,全國所有的售樓處都已重新開放。
在投資物業方面,購物中心在2月份所受到的影響最為突出,而公司有作出一些必要的管理動作,有向租戶提供1.5個月的租金減免,大約涉及10億元人民幣,亦有加強購物中心的防疫管理。及至3月23日,租戶的開業率已達94%。3月1日至3月23日期間,錄得零售額22億,恢復到去年同期的62%以上,客流量恢復到去年同期的50%。他們預期,6月份的表現能恢復至與去年同期持平,並在第四季錄得按年增長,公司有信心全年的租金收入能維持在去年的水平,甚至略為上升。
至於寫字樓業務所受到的影響不大,預期今年寫字樓租金收入按年增15%;但看到酒店所受的影響最大,但在公司投資物業中的佔比相對較少。
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