中泛控股(00715.HK)疫情或对中期业绩造成不利影响
格隆汇4月3日丨中泛控股(00715.HK)发布公告,自新型冠状病毒疫情爆发以来,中国多个省市(包括上海)均采取紧急公共卫生措施和多方面的行动以防止新冠病毒扩散,上海所采取的措施包括限制非上海居民或工人进入上海、限制上海居民的出行、暂停开放所有公共文娱康乐设施及押后春节假期后的复工时间等。
上海的物业投资业务为集团的核心收入业务。集团为响应上海市政府助企纾困的呼吁,推出减租措施以减轻租户负担,并拟对经营特定业务的租户初步给予一定期限的免租安排。根据初步估计,集团将提供的租金减免总额约为人民币400万元。有关免租安排需视乎新冠病毒的发展而定。
除了免租安排外,预计新冠病毒对上海经济活动的影响或许并非暂时性,亦需视乎新冠病毒过后经济活动的恢复情况,商铺和办公室的租赁市场或会放缓,而租户或会基于本身的业务考虑要求再作减租或提前退租。预计空置率将会上升,恐难以在短期内有新租户作填补。由于目前新冠病毒仍未明朗,或会对集团截至2020年6月30日止6个月的中期业绩造成不利影响。
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