太古公司(00019.HK/00087.HK)上半年股東應佔溢利跌79%至8.15億港元
格隆匯8月7日丨太古公司(00019.HK/00087.HK)公佈中期業績,2025年上半年,收益爲457.74億港元,同比增長16%;公司股東應佔溢利爲8.15億港元,同比減少79%。擬派發第一次中期股息‘A’股每股1.03港元及‘B’股每股0.26港元。
集團的整體業務於今年首六個月表現穩健。航空部門繼續表現理想,國泰集團的上半年業績維持穩健,而港機集團表現強勁。地產部門於基本溢利的層面上表現強勁,受惠於近期出售位於邁阿密市的 Brickell City Centre 零售及停車位業務。飲料部門表現穩健,惟在當前經濟逆境下,仍面對若幹挑戰。
2025年上半年的股東應佔基本溢利爲54.76億港,而2024年首六個月則爲55.76億港元。撇除重大非經常性項目後,太古公司在2025年上半年錄得經常性基本溢利47.12億港元,2024年同期則爲47.62億港元。
投資物業的公平值虧損上升2025年上半年的公平值虧損爲46.64億港元,而2024年同期則爲8.77億港元),但投資物業公平值變動屬非現金性質,因此對現金流或股東應佔基本溢利並不構成影響。
2025年上半年,集團繼續於香港、中國內地及東南亞的核心市場推進各部門的策略性計劃。太古地產持續推進其港幣一千億元投資計劃,現時進展理想,百分之六十七的資金已經投放。落實執行這項策略是太古地產的重中之重,焦點將在於拓展香港、中國內地及東南亞三大核心市場。儘管香港辦公樓市道偏軟,潛在租戶追求辦公樓質素的趨勢依然強勁,他們傾向選擇新建的甲級辦公樓如太古坊一座及二座,以及太古廣場六座。
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