合景悠活(03913.HK)目標今年在管面積達2億平方米 2023年增至4億平方米
合景悠活(03913.HK)截至去年底止在管面積4,157萬平方米,按年增長92.3%,計及收購雪松智聯約8,600萬平方米面積,預期在管面積將增長488%至1.27億平方米。財務總監李明明透露,今年度目標在管面積增長至2億平方米,收入按年升1.5倍,並預期至2023年在管面積可增至逾4億平方米,較去年底增長10倍。
完成收購雪松智聯後集團第三方項目佔比提升至85%。她指出,今年首兩個月外拓項目新增面積約300萬平方米,預期未來管理面積增長模式逐步轉移至外拓,預料與收購比例各佔一半。
去年度毛利率至約42.1%,按年提升4.8個百分點,其中商業物業管理業務提升10個百分點至約55%。她預期,未來住宅管理收入佔比約為70%,由於商業物業盈利空間較大,料貢獻盈利約40%。
行政總裁孔建楠表示,母公司合景泰富(01813.HK)未來3年計劃開業26座商場及9棟寫字樓,加上城市更新土地儲備達4,600萬平方米,當中商業物業佔400萬平方米,未來將重點佈局一、二線城市及核心三、四線城市。
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