九仓(00004.HK)吴天海:香港楼市「可为」内地限价影响边际利润
九龙仓集团(00004.HK)主席吴天海指,去年下半年起内地疫情开始受控,在消费等层面亦有改善,内地业务因此受惠,虽然部分工程、销售上半年因疫情而有所拖慢,但下半年也有尽力追回。他续指虽然香港疫情未到令人满意阶段,不过近期集团亦陆续在港有新投资项目,希望数年後当项目落成可进入「收成期」,强调未来数年仍需耕耘。
吴天海指近两至三月集团在港有增加土地储备投资,如有适合的项目亦会研究及考虑,现时也有项目正等待「补地价」等,认为香港楼市「可为」。在豪宅及超豪宅市道方面,他指出近期市场较活跃,购买及租赁需求亦相当不错,相信今年上半年仍会有相当的交易量。至於早前投得的山顶地皮会否合并发展,他则指暂未有决定,但会是研究方案之一。被问到政府卖地计划内中小型地皮较多,他强调集团无局限於兴建2,000至3,000尺或更大的单位,除投地外,现时手头上亦有项目可进行重建或改建,会跟进有甚麽较快的选项。
在内地市场方面,今年集团销售目标为150亿元人民币,他指出过去两年未有特别增加土储,主要因为在内地楼市的回报相对风险不比香港类似投资好,经评估後出价亦较审慎,故未能赢得地皮。他认为内地的调控措施令发展商风险增加,而价格受限令边际利润受影响,同时会影响回报。
在消费市场方面他认为内地走向两极化,受惠「留国消费」需求高端消费市场非常旺盛,在疫情已稳定的地区今年首两月商场销售与2019年同期比较升约50%至60%左右,而部分起步不久的商场增长更接近一倍,有信心内地最坏的时间已经过去,香港情况则未追得上内地,但料汲取多月的教训後,相信不应会再回到最差的时候。
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