研報掘金丨東吳證券:維持小商品城“買入”評級,數貿中心珠寶行業完成招商
東吳證券研報指出,6月17日,小商品城新市場——全球數貿中心的珠寶行業完成招商。本次招商上位數量共389個,單間商位面積約30m2,招商總面積約為1.2 萬平米(佔數貿中心市場板塊總面積約7%左右)。最終中標價的中位數為11.8 萬元/平米,是5 萬元標底價的約2.4 倍;該行計算本次招商將貢獻選位費收入14億元。義烏市場景氣度較高,經營户入局選位的熱情高升。預計公司未來將繼續對其他市場板塊招租,數貿中心市場板塊計劃2025 年10 月開業。這些商位將產生2000 元/平米/年的基準租金收入(視鋪面樓層等租金價格有調整),以及8000元/間/年的平台服務費等收入,開業後有望增厚公司未來業績。另外,公司擬設立香港全資子公司,探索支付業務多元化,並積極申請香港穩定幣牌照。維持“買入”評級。
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