龍湖集團(00960.HK):對全年3,100億人幣銷售目標非常有信心
龍湖集團(00960.HK)首席執行官邵明曉出席業績發布會時被問及監管收緊對行業的影響,他認為監管對行業影響深遠,認為各項監管目標均是貫徹「房住不炒」,目標是行業於2024年進入健康有序發展。他強調公司五年前已一直合規運行,並堅持「三道綠線」,主動適應國家政策指引,公司亦樂見、支持及擁抱政府對行業的導向,為客戶提供更好的產品和服務,故對行業發展有信心。
他續指,今年首七月集團合同銷售1,616.5億元人民幣(下同),按年增兩成,對全年3,100億元銷售目標非常有信心。
在拿地策略方面,首席財務官趙軼表示公司上半年「節奏穩、沒追高」,拿地銷售比約三成左右,強調會遵守「三道紅線」要求,在保持健康的基礎上購優質土地。他續指在限價的大環境下,行業毛利回歸合理區間,期內集團整體毛利率降至27.7%,而物業發展毛利率則為23.4%,認為未來保持20%至25%的毛利率可能是整個行業的趨勢,相信可以讓行業更加穩健和持續地發展,在房價可控、地價合理的大背景下,產品的銷售變得更加有利於消費者。他又相信措施將降低行業的週期性風險和系統性風險,令行業獲得更好、更持續的發展,所以未來龍湖的整個毛利水平將在25%以上,而強調會加快周轉。
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