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合景悠活(03913.HK):料今年毛利率穩中有升
阿思達克 08-24 12:52
合景悠活(03913.HK)投資者關係及資本市場部負責人李明明表示,由於收購若干子公司,令毛利率較低的公建項目數目增加。上半年毛利率跌至30.1%,她形容是符合公司預期,在業內屬良好健康水平,隨著業務板塊增長,料全年毛利率穩中有升。 她指,物業板塊估值或者PE有所回調的主要原因是宏觀環境或者某些房企的信用風險所帶來,但這對物業基本面沒有影響。隨著環境改善,物業企業和業主之間建立信任,以及企業數字化的業務模式帶來創新和探索,相信物業板塊價值定會被資本市場看到,並重新得到青睞,同時這對公司自身而言,也是夯實內功的好時機。 她指,公司目前已累計2.14億平方米管建築面積,對於公司在內地佈局方面而言,屬健康水平,公司未來專注於內部提升方面,包括市場化發展;她稱,若有適合目標,公司未來會積極考慮,惟是否仍如以往一樣採取收併購方式,或是採用合資合作、資源互轉,她形容形式是多樣化,管理層目前正在商討當中。 首席執行官王建輝表示,現時公建佔比差不多達到總體業務的53%,故今年會進一步強化自身業務優勢,並開始入局城市服務的賽道;又提科技賦能會是物管行業轉型升級的關鍵點,而在過往傳統管理方式下,傳統壓低人工成本的方法已達極限,故會加大投入在數字化方面。他又指,集團今年上半年在數字化方面投入逾2,000萬元人民幣資金,未來還會持續進一步投入。(ca/u) ~
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