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《新股消息》朗詩綠色生活(01965.HK)期望未來三年整體毛利率升至30%
阿思達克 07-08 12:08
朗詩綠色生活(01965.HK)執行董事兼首席財務官劉超表示,計劃調整業務結構以提升盈利能力,透過增加毛利水平高的社區增值服務佔比,期望於未來三年將集團整體毛利率由去年底的26.7%提升至30%,預期今年社區增值服務對收入貢獻可提升至10%,並於未來兩至三年提升至15%至20%。

他指出,於2019年加強拓展第三方項目,年內新增管理面積500萬平方米,由於需要大規模改善項目質量,例如統一品牌及更換門禁系統等,令毛利率有所攤薄,但自去年起規模效應開始顯現,第三方項目毛利率與來自朗詩的物管項目差距已有收窄;未來會通過智能化管理及高質量外判等措施,降低經營成本。

集資所得約57%將用於收購戰略收購及投資,他坦言,近年衆多同業上市,現時市場收購價格已水漲船高,未來傾向對合作作進行股權投資。副董事長周勤稱,目標主要爲區域性房企的物管公司,重點發掘成都、重慶等西南地區及大灣區內發展機會,認爲當地市場容量較大且行業集中度較低。

另外,行政總裁吳旭表示,集團現時管理的非住宅項目數量較少,但收入貢獻大,未來亦會加多拓展辦公物業的管理業務。

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