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領展丘兆祺:內地發展主力北上廣深 商廈及購物中心均有留意
阿思達克 06-09 10:16
領展(00823.HK)首席策略總監丘兆祺在接受傳媒訪問後表示,公司在內地的發展集中在4個一線城市,包括北京、上海、廣州及深圳,現時在這些地方都有物業,旗下團隊亦正在進一步看潛在項目,不論是商廈還是購物中心都有留意。

他續指,海外市場發展則是集中在日本、新加坡、澳洲及英國等4個地方,由於每個地方的疫情發展及旅遊發展有不同,雖然有很多專業在幫忙看項目,但進度都會較慢。他提到,在過去數年的收購每個項目都有不同的回報率,有些項目有穩定的租金及發長租約,有些項目即使回報率不理想,但集團會透過資產提升的方法令回報率增加。

他認為,零售行業並不是零和遊戲,若經濟好轉的話所有零售點都會得益,在內地的業務雖然面對網購的競爭,但數個商場的生意都不錯,主要因為地點好、人口密集,加上本身商場針對中端消費。他亦留意到,在疫情紓緩後內地消費有所回復。

他提到,公司維持香港物業佔比70%至75%,內地的物業佔比約20%,及海外物業佔比達一成的預測,希望能繼續向此步伐進發。

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