紅星美凱龍(01528.HK):6月自有商場合計合同約定租賃租金及管理費較上月環比下滑
格隆匯7月5日丨紅星美凱龍(01528.HK)公吿,公司2024年6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("本次租金下滑"),其中,2024年5月和6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531,759,473.16元和人民幣528,796,517.97元,2024年6月較上月下滑金額為人民幣2,962,955.19元,下滑比例為0.56%。上述數據系未經審計的預估數據,公司提醒投資者審慎使用該等數據。
本次租金下滑的主要原因為:一方面,部分自有商場2024年5月末合同續簽,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,另一方面,公司以有利的商業條款引入M+高端設計中心、新能源汽車等優質品類入駐商場,使得品類組合更加多元化。
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