龍湖(00960.HK):不急於推進龍湖智創生活上市 非開發業務利潤佔比冀提升至五成
龍湖集團(00960.HK)去年初宣布擬分拆物業管理服務及商業營運業務龍湖智創生活在港上市,至今申請已宣告失效,首席財務官趙軼表示,見到近期市場情緒有所改善,但龍湖遵循長期主義發展,重視業務之間的協同效率,在分拆一事上會繼續保持主動性,不會急於推進計劃,而是會保持關注市況並順勢而為。
主席兼首席執行官陳序平表示,近年集團已完成對旗下各項業務的梳理,商業營運、長租公寓、智慧服務及房屋租售等經營性業務已成為發展重要推動力,前兩項營運業務所需投入較大,未來會較為注重現有項目的價值提升,期望未來每年增長可達25%,而後兩項服務業務未來有望保持約45%至50%增長,為集團提供利潤保障,去年非地產開發業務對集團整體利潤佔比達27%,預期未來五年貢獻可提升50%以上。
問到大股東吳亞軍退居幕後,陳序平表示,大股東過去選擇以股代息,可顯示出其對公司的信心,又指吳亞軍仍擔任集團戰略顧問,在重大事情上會提供意見,未來亦會堅定支持管理層及集團發展。
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