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龍湖集團(00960.HK)今年銷售目標3,100億人幣 租金收入料增至85億人幣
阿思達克 03-26 15:44
龍湖集團(00960.HK)首席執行官邵明曉出席業績發布會時指,政府近期出台很多政策,對行業框架清晰,強調房住不炒,而「三道紅線」的力度亦非常大,認為政策明確故對今年行業發展持樂觀態度。他續指簽約規模可維持在前十名已滿意,又指龍湖權益比逾七成,集團強調有回款的簽約及有利潤的增長。他重申公司財務穩健、資金面健康,而且亦處「三道綠線」水平,認為政策對優質從業者屬利好。

他續指,公司堅持每年將回款的10%用於投資等,除「天街」外亦有投入於長租公寓等。他指出去年疫情對商場客流、商戶信心等有較大影響,雖然5月開始恢復不過7月份部分地方疫情亦反覆,但受惠團隊能力較強,去年開業10座「天街」,並完成租金收入60億元人民幣的目標。他透露今年亦將有11個「天街」項目開幕,估計租金收入達到85億元將無大問題。

在長租公寓方面,他指出截至去年底已開業9萬間,如無疫情影響應去年開始盈利,現時估計相關業務今年可盈利,而收入亦料可達25億元,料今年開業數將增至11萬間。

集團首席財務官趙軼指,集團今年銷售目標3,100億元,增幅15%,為實現銷售目標預備了4,700億元的可售貨源,並會按市場情況保持彈性,期望集團毛利率可達25-30%。他認為內地推出「三道紅線」後對行業規範起到作用,同時亦被投資及金融機構視作評估行業狀態的標準,相信政策長遠可產生積極作用,並助減低系統性及週期性風險。(el/k) ~

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