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龙湖集团(00960.HK)今年销售目标3,100亿人币 租金收入料增至85亿人币
阿思达克 03-26 15:44
龙湖集团(00960.HK)首席执行官邵明晓出席业绩发布会时指,政府近期出台很多政策,对行业框架清晰,强调房住不炒,而「三道红线」的力度亦非常大,认为政策明确故对今年行业发展持乐观态度。他续指签约规模可维持在前十名已满意,又指龙湖权益比逾七成,集团强调有回款的签约及有利润的增长。他重申公司财务稳健、资金面健康,而且亦处「三道绿线」水平,认为政策对优质从业者属利好。

他续指,公司坚持每年将回款的10%用於投资等,除「天街」外亦有投入於长租公寓等。他指出去年疫情对商场客流、商户信心等有较大影响,虽然5月开始恢复不过7月份部分地方疫情亦反覆,但受惠团队能力较强,去年开业10座「天街」,并完成租金收入60亿元人民币的目标。他透露今年亦将有11个「天街」项目开幕,估计租金收入达到85亿元将无大问题。

在长租公寓方面,他指出截至去年底已开业9万间,如无疫情影响应去年开始盈利,现时估计相关业务今年可盈利,而收入亦料可达25亿元,料今年开业数将增至11万间。

集团首席财务官赵轶指,集团今年销售目标3,100亿元,增幅15%,为实现销售目标预备了4,700亿元的可售货源,并会按市场情况保持弹性,期望集团毛利率可达25-30%。他认为内地推出「三道红线」後对行业规范起到作用,同时亦被投资及金融机构视作评估行业状态的标准,相信政策长远可产生积极作用,并助减低系统性及周期性风险。(el/k) ~

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