《盈警響號》碧桂園(02007.HK)料上半年盈轉虧 蝕450億至550億人民幣
碧桂園(02007.HK)公布,對比去年同期之淨利潤約19.1億元人民幣(下同),集團預期截至今年6月30日止半年度之淨虧損介乎約450億元至550億元。
集團指,預計淨虧損主要是由於房地產行業銷售下行的影響,導致房地產業務結轉毛利率下降,物業項目減值增加;以及外匯波動造成預期淨匯兌損失所致。
集團提到,自2021年以來,行業步入了前所未有的困難時期,多重不利因素疊加,導致行業銷售和公開市場融資面臨嚴峻的困難和挑戰。今年1月至7月,集團實現權益銷售金額1,408億元,按年下降35%,較2021年下降61%;7月單月實現權益銷售金額121億元,連續第四個月按月下降,按年下降60%,較2021年下降78%。
碧桂園表示,面對行業整體極端困難的局面,公司千方百計開展自救。一是竭盡全力保障公司現金流安全;二是最大限度削減支出;三是董事會主席兼控股股東楊惠妍大力度支持,上市至今控股股東及其家屬已通過借款、增持股票、購買債券、以股代息等方式合計支持公司折合約386億港元且從未減持股票,其中向公司累計提供折合約66億港元的無息無抵押借款;四是全力做好保交付、保信用工作。
集團稱將全力自救,採取有力有效的措施,努力扭轉當前的困局。一是全力以赴保交付;二是積極化解階段性流動壓力,公司將與各持份者溝通,並考慮採取各種債務管理措施,以保障公司的未來長遠發展,為各持份者保存價值、維護利益;三是保障經營有序開展;四是加強特殊時期的組織領導。
集團指目前淨資產充足、土儲充裕,截至去年年底,淨資產約3,096億元,總權益可售資源約12,083億元,其中已獲取的權益可售資源約9,555億元。
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