華潤萬象生活(01209.HK):收購禹洲物業及中南服務料今年中完成業務融合
華潤萬象生活(01209.HK)去年初收購禹洲物業及中南服務,副總裁王海民透露,現時有部分在管面積已併入公司經營當中,效率錄得顯著提升,進展屬預期規劃之內,預期至今年中實現全面融合。
他表示,未來仍然持續在市場上尋找優質、符合內部經營指標的項目去併購,上下游業務亦會考慮,期望可完善業務體系及擴大經營規模。
主席李欣強調,公司核心業務是商管和城市空間管理,中長期目標是成為行業一流企業,隨著近年房地產市場發生格局變化,新舊模式轉變之間,長效機制正在構建當中,未來公司會繼續提升市場化直拓能力。
在商管業務方面,他表示除拓展輕資產項目外,也會積極探索城鄉改造及PPP投資等增量發展機會,以進一步擴大市場影響力。
談及物管行業毛利率趨勢,首席財務官陽紅霞指出在監管及市場競爭下毛利率的確有下行壓力,面對物管費用難上漲及人力成本持續提升,公司透過模效應及降本增效來推動毛利率上升,去年基礎物業服務毛利率增長至15.3%。
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