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九倉置業(01997.HK)吳天海料下半年全面通關機會不大 租金仍受壓
阿思達克 08-05 17:17
九倉置業(01997.HK)主席兼常務董事吳天海在業績記者會上表示,雖然香港經濟前景仍受疫情籠罩,但情況陸續改善,相信零售業最黑暗時刻已過。 他指,首期消費券發放後,旗下商場人流和市民消費增加,但難以預測零售額實際增長多少,希望在奧運氣氛帶動下,能有滾雪球效應。 他預料,下半年全面通關機會不大,年底或明年或能局部通關,因此零售商仍面臨壓力。業主方面,去年和前年與租戶所簽訂新租約租金比舊約低,目前租金調整未完成,下半年租金仍有下行壓力。不過他亦留意到有不少具備實力的租戶趁機重組店舖組合,過去年幾都有國際大品牌進駐海港城。 對於有大行指根據7月實地考察,海港城及時代廣場的店舖空置率仍分別達16%及18%,他指,雙方量度方法不同,集團是以店舖面積計算空置率,而非直接計算空置店舖數目,而且部分商戶亦可能正在裝修翻新。
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