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李思廉富力(02777.HK)下半年拿地會放慢
阿思達克 08-22 17:21

富力(02777.HK)董事長李思廉於記者會時,承認早前網上流傳的一份內部文件,指要求下屬停止拿地是出自他本人,但實際上後續仍有一句為要是有特別地也是可以先問問,當中會集中「短平快」項目,如一年內可以回收現金流等。

他指,現時大方向是政府不鼓勵積極拿地,故不會放太多資源於拿地上,料下半年拿地資金額會放緩,但仍會以舊城改造項目為主,認為是利潤貢獻來源之一。上半年拿地資金為180億人民幣,涉及652.9萬平方米,平均地價為2,700元人民幣,符合公司商業模型。

他又指,按推盤計劃,全年銷售可維持1,500-1,600億元。對於深圳的示範區政策,他指深圳推出的住宅項目很少,故每都競爭都很大,會繼續留意舊城改造項目。

另外,他指現時內地收緊融資,所以下半年融資次數會較少,國家亦不新批除再融資以外的美元債,故預期美元債比率會維持20%。至於投資華泰汽車屬意向,目前已經停止。

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