時代中國(01233.HK):今年銷售目標1,100億人幣 增幅降至10%屬合理
時代中國(01233.HK)2020年度合約銷售額1,003.81億元人民幣(下同),按年增長28.1%,今年度目標制定為1,100億元,較去年合約銷售額高約9.6%。董事會主席及行政總裁岑釗雄表示,去年銷售額較原定目標823億元超出近22%,是由於集團有90%投資佈局位於大灣區,區內市況回暖步伐較快,以及疫情期間作出更多準備所致。
對於今年增長指引回落至10%,他認為一成增幅屬合理水平,未來發展重心將由銷售額增長轉移至提升盈利及改善財務狀況。
首席財務官黃嗣寧透露,去年底止總土地儲備約為2,160萬平方米,當中超過90%位於大灣區,城市更新項目總數超過160個,潛在總建築面積5,337萬平方米,去年轉化8個項目,涉及貨值約601.6億元,其中5個項目已轉化為土儲,涉及總建築面積220萬平方米。
岑釗雄指,目前集團逾90%位於大灣區,去年已初步完成華東、華中地區戰略佈局,目前業務佔比約10%,預期未來3年佔比介乎10%至20%,而大灣區比例將降至80%至85%。
問到內地土地供應改革措施出台,他認為當局方針旨在穩定市場,又指集團土儲有一半來自於城市更新及產城融合項目,公開市場招拍掛佔比較少,相信影響不大,今年購地預算為230億至250億元,將視乎現金回籠實際情況。
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