海港企業(00051.HK)上半年股東應占集團虧損1.99億港元
格隆匯8月5日丨海港企業(00051.HK)公佈中期業績,2025年上半年,基礎淨虧損為8600萬港元,去年同期盈利7400萬港元,主要因為發展物業計提應占減值撥備增加至2.11億港元。若計入投資物業重估減值淨額1.13億港元,股東應占集團虧損則為1.99億港元(2024年:800萬港元)。每股基本虧損為0.28港元。
2025年上半年,集團收入增加5%至6.54億港元。營業盈利減少40%至1.25億港元,主要是發展物業所致。
酒店收入上升1%至4.26億港元,營業虧損減少33%至2900萬港元。香港收入增加4%至3.83億港元,營業虧損收窄69%至1100萬港元,主要因為入住率上升。內地收入下跌17%至4300萬港元,營業虧損擴大至1800萬港元。
投資物業收入減少22%至9600萬港元,營業盈利減少23%至8500萬港元,主要受到零售租金收入下降所影響。發展物業收入增加至5800萬港元,但利潤微薄,導致營業虧損100萬港元。
投資的營業盈利(以股息收入為主)為7000萬港元。
公司表示,期內本港的消費開支持續低迷,反映經濟仍被不確定性籠罩。與此同時,港人外遊依然鍾情於物價具競爭優勢的周邊地區。上述因素疊加給本港零售業和酒店業帶來重大壓力。
儘管如此,令人鼓舞的回穩跡象已開始出現。上半年訪港入境旅客同比上升12%。本港零售銷售在五月份結束了新冠疫情後長期下滑的趨勢,較去年增長2.4%。若此趨勢持續,近期的匯率變動可望進一步提振本地消費。
中國內地方面,由於經濟增長乏力且消費意欲疲弱,酒店業仍處於逆境之中。地區景點之間競爭激烈,進一步加劇國內酒店企業的經營壓力。
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