九仓(00004.HK):7月内地Niccolo酒店收入见新高 下半年内地住宅销售有望达标
九龙仓集团(00004.HK)主席吴天海出席业绩发布会时表示,现时公司在内地有3家Niccolo酒店,其中两家7月份收入创开业以来新高,而第三家位於重庆的Niccolo酒店收入则创开业以来第二高,表现均抛离主要对手。而在内地商场销售方面虽暂未有数据,但留意到消费有所增加,尤其是高端消费表现似乎不错,冀势头可以延续。
他透过内地住宅销情有所转旺,但价格仍然较保守,相信与政策亦有关系,故上半年销售额基本达标,下半年住宅销售料有望达标。但他指出由於销售额中部分为非住宅,包括写字楼等,考虑到供求不利写字楼推销,加上买家基础亦不一样,故仍未看得清下半年写字楼销售能否达标。
吴天海指出集团近年已暂停在内地增购土地,因为市场环境及回报暂时不及香港好,会继续留意香港市场的机遇,他认为香港楼市发展虽存在不明朗因素,但集团财务稳健,不认为需要担心。至於会德丰私有化会否影响双方的合作模式,吴天海指过去十多年会德丰均负责打理其香港发展业务,未来会继续合作。
在海运业务方面,他认为香港竞争力不断下跌,料情况将延续,而上半年受惠航线重组,香港作为区内最灵活的港口稍占优势,惟回复稳定後情况难言,加上中美角力加剧前景较难看透。在空运方面,上半年受惠抗疫物资需求空运相对活跃,惟负责空运的管理层亦屡次重申下半年形势未必及上半年,故情况未算乐观。(el/k) ~
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