时代中国(01233.HK):今年销售目标1,100亿人币 增幅降至10%属合理
时代中国(01233.HK)2020年度合约销售额1,003.81亿元人民币(下同),按年增长28.1%,今年度目标制定为1,100亿元,较去年合约销售额高约9.6%。董事会主席及行政总裁岑钊雄表示,去年销售额较原定目标823亿元超出近22%,是由於集团有90%投资布局位於大湾区,区内市况回暖步伐较快,以及疫情期间作出更多准备所致。
对於今年增长指引回落至10%,他认为一成增幅属合理水平,未来发展重心将由销售额增长转移至提升盈利及改善财务状况。
首席财务官黄嗣宁透露,去年底止总土地储备约为2,160万平方米,当中超过90%位於大湾区,城市更新项目总数超过160个,潜在总建筑面积5,337万平方米,去年转化8个项目,涉及货值约601.6亿元,其中5个项目已转化为土储,涉及总建筑面积220万平方米。
岑钊雄指,目前集团逾90%位於大湾区,去年已初步完成华东、华中地区战略布局,目前业务占比约10%,预期未来3年占比介乎10%至20%,而大湾区比例将降至80%至85%。
问到内地土地供应改革措施出台,他认为当局方针旨在稳定市场,又指集团土储有一半来自於城市更新及产城融合项目,公开市场招拍挂占比较少,相信影响不大,今年购地预算为230亿至250亿元,将视乎现金回笼实际情况。
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