《內地樓市》九倉(00004.HK):有興趣於內地投地 惟仍需觀察市場發展
九倉(00004.HK)主席吳天海在全年業績記者會上表示,去年內地房地產市場非常疲弱,部份發展商財困,影響市場氣氛及買家入市意欲,但今年首兩個月留意到市場情況有改善,大城市的樓價及交投開始回穩。他稱集團有興趣於內地投地,但仍需時觀察市場發展,若市況仍然疲軟,則要更為審慎。
集團去年未售存貨減值撥備合計接近60億元,他指主要因去年內地房地產市況差,銷售出現較大幅度下跌,希望未來不需要再進行撥備,又認為撥備是財務處理問題,反映資產真實價格,如市場回暖,可能可以回撥,或成功售出單位轉化成盈利。
對於有否考慮收購財困的內房民企或項目,吳天海坦言有很多人聯絡九倉,不過財困民企經營過的項目或有陷阱,或不如政府推出的地皮般「乾淨」,因此需要小心謹慎及有適合項目。
零售市道方面,他提到今年1月第三周開始內地市況出現回暖,近兩個月勢頭良好,但報復性消費能否持續,仍需要觀察日韓近期調整入境政策後會否吸走內地消費力。
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