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恆隆(00101.HK)陳啟宗:疫情促高端消費回流國內
阿思達克 03-22 09:19
恆隆地產(00101.HK)董事長陳啟宗於年報中表示,過去一年香港租賃業務已有好轉,去年下半年零售租賃收入按年相若;與同年上半年相比則升2%,顯示市場正在好轉,雖然近期第五波疫情爆發有所影響,但過去一年,香港整體的市場趨勢和旗下租戶銷售額都向好,預期香港業務或許不會再拖低公司整體表現。 至於香港辦公樓的租賃業務,他指出表現依然疲弱,雖正朝好的方向走,不過預料短期內不會有快速而明顯的 復甦。陳啟宗透露,壽臣山豪宅項目亦在籌劃階段,考慮到豪宅需求非常殷切,可能計劃只興建4至5幢獨立式豪華大宅。 他表示,疫情促使高端消費回流國內,看好恆隆旗下二線城市的高端購物商場表現;去年度內地辦公樓表現令人滿意,全年租金增長16%,撇除新開業的武漢恆隆廣場辦公樓, 升幅為11%。每個項目都錄得增長,租賃邊際利潤率和租出率皆保持穩定,或有所提高。 談及內房財務困境,他指出結果其實可能對公司頗為有利,指出恆隆在內地營運不受影響,同時買地的房地產發展商減少,地方政府變得財政緊絀,或需要快速推售某些商業用地,未來數年裏或將會繼續尋找優質土地作收購。
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