九倉(00004.HK):7月內地Niccolo酒店收入見新高 下半年內地住宅銷售有望達標
九龍倉集團(00004.HK)主席吳天海出席業績發布會時表示,現時公司在內地有3家Niccolo酒店,其中兩家7月份收入創開業以來新高,而第三家位於重慶的Niccolo酒店收入則創開業以來第二高,表現均拋離主要對手。而在內地商場銷售方面雖暫未有數據,但留意到消費有所增加,尤其是高端消費表現似乎不錯,冀勢頭可以延續。
他透過內地住宅銷情有所轉旺,但價格仍然較保守,相信與政策亦有關係,故上半年銷售額基本達標,下半年住宅銷售料有望達標。但他指出由於銷售額中部分為非住宅,包括寫字樓等,考慮到供求不利寫字樓推銷,加上買家基礎亦不一樣,故仍未看得清下半年寫字樓銷售能否達標。
吳天海指出集團近年已暫停在內地增購土地,因為市場環境及回報暫時不及香港好,會繼續留意香港市場的機遇,他認為香港樓市發展雖存在不明朗因素,但集團財務穩健,不認為需要擔心。至於會德豐私有化會否影響雙方的合作模式,吳天海指過去十多年會德豐均負責打理其香港發展業務,未來會繼續合作。
在海運業務方面,他認為香港競爭力不斷下跌,料情況將延續,而上半年受惠航線重組,香港作為區內最靈活的港口稍佔優勢,惟回復穩定後情況難言,加上中美角力加劇前景較難看透。在空運方面,上半年受惠抗疫物資需求空運相對活躍,惟負責空運的管理層亦屢次重申下半年形勢未必及上半年,故情況未算樂觀。(el/k) ~
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