《內地樓市》龍湖(00960.HK)料商品房全年成交規模跌30% 將保持合理利潤增長
龍湖集團(00960.HK)首席執行官陳序平表示,疫情及國內外綜合因素影響下房地產市場面臨困境,但政府自5月起陸續出台多項救市政策,6月行業已觸底反彈,7月市況持續築底回暖,預測全年呈穩中向好,商品房成交規模料按年跌30%。
他強調,集團對整體市場仍有信心,全年貨源4,000億元人民幣,將根據實際情況動態調整下半年推盤策略,不會以銷售規模為任務,而是會保持資金流安全及合理利潤增長,又透露8月份銷售有信心錄得按年增長。
上半年集團毛利率為21.3%,按年跌6.4個百分點。首席財務官趙軼解釋,過去熱點城市受限價政策及土地價格水平影響,行業利潤率持續回落。物業開發業務毛利率達17.3%,他預期隨著土地市場價格回歸理性,未來業務毛利率將逐步修復。
他表示,截至6月底現金短債比超過四倍,一年以內到期的短債佔比約10.1%,目前至年底已基本無償債壓力,平均融資成本進一步下降至3.99%,將以安全債務結構來應對市場波動。期內有86%外債已作掉期對沖,外債敞口佔整體佔比少於4%,集團將爭取將敞口進一步降至零,徹底避免匯率對現金流及經營盈利的影響。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.