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星展香港:旅客消費減少料拖累今年香港零售續跌5% 未來五年難見起色
星展銀行(香港)高級研究分析師樑梓瑩表示,雖然訪港旅客數量有所回升,但人均消費持續走弱,去年旅客平均在港開支下跌24%,令去年全年旅客消費僅貢獻零售業總銷貨價值的18%,明顯低於疫情前的30%以上。
她認爲,港人及旅客消費模式轉變,香港零售在未來五年內難以恢復至疫情前水平,預測今年香港零售額續跌約5%,同時拖累全年零售物業租金亦跌5%。惟她指出,零售額跌幅似乎趨向穩定,憧憬按揭利率下調及港匯企穩,或可爲本地消費帶來支持。
星展銀行(香港)經濟研究部香港房地產業分析師丘卓文指出,香港寫字樓物業空置率惡化,租金水平亦呈下行趨勢,當中以港島東地區跌幅最大,去年達3.8%,預測今年本港商業物業租金將下跌約10%。
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