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旭輝(0884.HK)5月合約銷售202億,同比增26%
格隆匯 06-03 09:00

格隆匯6月3日丨旭輝控股(0884.HK)今日公佈2020年5月未經審核營運數據顯示,5月實現銷售額約202億元,同比增26%。合約銷售面積約1,135,400萬平方米,合約銷售均價17,800元/平方米。

至此,旭輝2020年前5月累計完成合約銷售額約556億元,累計合約銷售面積約3,340,300萬平方米,合約銷售均價16,600元/平方米。值得注意的是,旭輝5月單月銷售業績環比上月增長55%,增速在標杆房企處於前列,整體呈現加速復甦的態勢。

今年1-4月,受疫情影響,旭輝調整推盤節奏,上下半年銷售佔比從四六開調整為三七開。公司採取量價均衡的策略,兼顧利潤和流量,同時逐步實現銷售回暖。自5月起,隨着市場復甦,旭輝大幅增加新推盤數量。隨着半年度業績衝刺季的到來,旭輝有望在6月繼續釋放業績,從而保持全年良好的增長態勢。

公司年度業績會資料顯示,2020年全年,旭輝可售貨值3800億元,分佈在全國60餘個城市,其中89%位於有人口持續導入的一二線及準二線城市。隨着市場的回暖和公司推盤加速,公司表示有信心完成2300億銷售目標。

隨着5月數據出爐,機構對旭輝今年銷售的前景評價也趨於樂觀。花旗最新研報表示,預計旭輝的銷售復甦將在六月延續,同時對公司長期可見的均衡增長和利潤水平表示肯定。中金則表示,隨着供貨量的增長,旭輝銷售勢頭逐漸增強,也提升了全年增長的確定性。

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