奥园健康(03662.HK)目标管理面积增至7,500至8,000万平方米
奥园健康(03662.HK)宣布增持医美公司浙江连天美至60%,总裁苏波透露,内地医美行业集中度低,未有市占率逾5%的单一机构,未来将共同发展物管、商管及大健康三项主要业务,期望未来两年公司业绩年复合增长率可达55%至60%。
他又指,未来仍会以物业管理为主业,目标管理面积达到7,500至8,000万平方米,当中第三方占比至少达10%,并计划有30%来自非住宅项目;商管方面每年目标新增6至8个商场及1至2个产业运营项目。
医美业务方面,他表示现时目标要做好手上项目,但不排除未来再有新收购及与龙头企业合作的可能,订立并购项目利润增长10%至15%的目标,并期望每年新增1万名忠诚度较高的客户。
连天美2019年除税後净亏损达930万元人民币(下同),副总裁兼首席财务官郑少辉解释,主要受该公司此前新设数家医院的投资所拖累,现时已作剥离,指出连天美今年上半年4,620万元,料全年利润可达7,500至8,000万元,考虑到管理架构稳定,未有再增持计划。
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