中梁控股(02772.HK)上半年經調整核心淨利增長14.5%至15億元 中期息15.4分
格隆匯8月24日丨中梁控股(02772.HK)公佈2021年中期業績，報吿期內，合約銷售金額(包括集團的附屬公司與合營聯營公司)按年增長40.3%至人民幣950億元；總收入按年增長38.5%至人民幣329.1億元；税後利潤按年增長16.8%至人民幣25.8億元；擁有人應占核心淨利潤(經調整)按年增長14.5%至人民幣15.0億元；現金及銀行結餘為人民幣355.4億元及已收客户按金(合約負債)為人民幣1,292.2億元；有息債務總額為人民幣546.0億元及淨負債比率為56.1%；宣派中期股息每股18.4港分(相當於人民幣15.4分)。
在當前的行業形勢下，集團始終貫徹既定的戰略，順應國家政策及行業發展態勢，持續穩健發展。根據克而瑞信息集團發佈的“2021年上半年中國房地產企業銷售排行榜”，中梁控股於2021年上半年按合同銷售金額計算，穩居全國20強。期內，集團(連同其合營聯營公司)實現合同銷售人民幣950億元，按年增長40%，已完成2021年銷售目標人民幣1,800億元的53%；合約銷售面積約750萬平方米，同比增加39%。合約銷售均價維持平穩，為每平方米約人民幣12,600元，首開去化率超過70%，回款率超過85%。集團的營運指標穩健。
2021上半年，集團對土地市場取態謹慎。集團致力在取得充足的可售貨源與財務紀律中保持平衡，避開土價競爭激烈的城市，在眾多的二三線城市有效分散投資。集團已控制年度土地投資金額在合同銷售金額的40%以內，從而在期內達致營運現金流入為正。
期內，集團連同其合營聯營公司的土地投資總額約人民幣408億元，共獲取67土地項目，總建築面積約為790萬平方米。在上半年買地投資中，來自集中供地政策的二線城市佔土地投資總額約19%，其他二線城市佔比15%。其餘的土地投資總額，三線城市佔比55%，四線城市佔比約11%。按經濟區而言，長三角佔土地投資總額51%；其次為中西部佔比18%；海峽西岸佔比12%；環渤海佔比10%；而珠三角佔比9%。按土地投資金額計算，位列靠前省份分別為：浙江、江蘇、安徽及山東。期內，集團戰略性新進入長春，廈門及西寧。於2021年6月30日，集團連同其合營聯營公司的總土地儲備約為6,580萬平方米(含已售的建築面積)，覆蓋全國五大經濟區，為未來銷售增長確保充足的可售貨值供應。
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