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九倉(00004.HK)吳天海:利率趨低將刺激樓市需求 香港港口仍有優勢
阿思達克 08-12 17:43
九龍倉集團(00004.HK)今日公布業績。集團主席兼常務董事吳天海表示,如果本港利率繼續趨低將刺激樓市需求,當新供應量得到調節,加上經濟轉好及新移民帶動需求,預計樓價可以趨穩。他提到,雖然需求是一個未知之數,但如果一直增長,期望可在一至兩年內消化大部分庫存。 碼頭港口業務方面,他指,香港港口以往的獨特優勢已逐步被深圳及南沙等地的碼頭取代,相信這個大趨勢將難以逆轉。他形容「最後的黎明已經過去」,下半年整體港口業務將較上半年為差。 他指出,如果入口貨源目的地為大灣區,船隻在大灣區港口落貨的成本及時間會比香港優勝,因此香港港口優勢被鄰近港口逐步取代是自然趨勢。不過,他強調香港仍擁有自由港地位、一國兩制的保障及普通法的優勢等。
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