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《內地樓市》萬科(02202.HK)郁亮:內地新房需求「上有天花板、下有保底線」 不可能重回以前高位
阿思達克 03-31 11:14
萬科(02202.HK)董事會主席郁亮透露,目前新房市場未見太大變化,仍然處於溫和恢復階段,2月份一、二線城市樓市明顯復甦,相信主要是去年底至今年初累積需求釋放,以及農曆新年因素等所致,認為現時商品房存量規模較大,未來新房需求「上有天花板、下有保底線」,樓市不可能回到2021年以前的歷史高位,行業也不會回到對住宅發展業務過於依賴的情況。 萬科預計今年現有項目開工和復工的計容面積1,672.8萬平方米,竣工計容面積料達3,227.2萬平方米,同時將繼續響應國家租購併舉的方針,持續擴大租賃住房管理規模。 公司執行副總裁兼首席運營官劉肖指出,房地產投資信託基金(REITs)為優質資產提供退出渠道,引入投資,達成雙贏局面,有助緩解公司重資產投入的問題。他透露,旗下萬緯物流在浙江和廣東等挑選出幾項物業資產,涉及25萬平方米,預期今年內可推進REITs的發行工作。
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