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復星旅文(01992.HK):看好下半年業務趨勢 維持目標至2023年新開16家渡假村
阿思達克 08-23 08:37
復星旅遊文化(01992.HK)董事長兼首席執行官錢建農表示,上半年部分地區疫情紓緩而帶動業務復甦,例如三亞亞特蘭蒂斯上半年營業額錄按年增長152.1%,EBITDA增長逾3倍。雖然疫情繼續蔓延,不過現時歐洲正現疫情新常態,很多歐洲國家放寬出行管制,7月當地表現非常好,甚至超出預期,8月亦見趨勢延續。 他指,從現時情況來看,預期下半年趨勢不錯,但實際情況仍很難預判,需視乎疫情和各國旅遊是否能夠開放,目前看好區域旅遊的趨勢,包括中國與歐洲地區的業務,而部份東南亞國家業務因依賴國外旅客,表現料會較差。至7月底,集團容納能力已恢復至2019年的73.2%,平均入住率達到67.1%。 他又指,仍然保持於年初制定之至2023年年底前新開16家渡假村的計劃,麗江項目將於9月25日開業,目前開放預訂一周,整體表現不錯。而在疫情期間,集團實施多項控制成本措施及提升項目質素。集團上半年財務穩健,現金流充裕,經營活動現金流轉正至13億元人民幣(下同),現金和銀行結餘超過52億元,而未動用銀行融資額度亦有44億元。
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