美凱龍(601828.SH):4月自有商場合同約定租賃租金及管理費較上月下滑
格隆匯5月10日丨美凱龍(601828.SH)公佈,2024年4月發生當月公司自有商場的合計合同約定租賃租金及管理費較上月環比下滑的情形,其中,2024年3月和4月自有商場的合計合同約定租賃租金及管理費分別為人民幣547,521,139.57元和人民幣531,755,953.61元,2024年4月較上月下滑金額為人民幣15,765,185.96元,下滑比例為2.88%。本次租金下滑的主要原因為:部分自有商場3月末合同續簽,因涉及整體品類規劃的調整,與商户就商務條款仍在進一步磋商中,導致出租率出現短期的階段性下滑。
管理層認為,公司所處行業目前景氣度仍需逐步恢復,出租率階段性的短期下滑以及租金優惠可能一定程度影響公司的投資性物業估值。基於謹慎性原則,公司定期報吿披露的投資性房地產公允價值已考慮上述事項產生的影響,符合公司資產實際情況,公司已與投資性房地產評估師進行溝通,在經濟逐步復甦的預期下,上述事項預計不會對未來公允價值產生重大不利影響。
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