領展(00823.HK)王國龍:消費券對零售業及租戶有持續及正面幫助
首期消費券已於上週日發放。領展(00823.HK)行政總裁王國龍表示,上週日旗下商場人流比過去數個週末增加約兩成多,時租停車場使用量亦重返2018年水平,認爲零售市道經歷過去兩年多挑戰後,目前似乎正在回覆正常。
王國龍出席活動後表示,政府分期派發消費券對零售業及租戶有持續及正面幫助,相信不少市民亦不會只消費當期派發的金額,應能爲零售增長帶來更強效應。當中,由於限聚令放寬後多了市民外出用膳,食肆特別是中餐廳生意反彈理想,而領展旗下街市超過6成有提供電子支付設備,亦能方便市民使用消費券付款。
問及會否因市道改善而加租,他指,過去一般零售商戶租金佔營業額比率爲14%,未來會視乎租戶營業額表現而決定租金。至於消費券對領展業績帶動作用,他指,由於每年有三份之一租戶租約到期,相信消費券會逐漸帶動租戶生意,隨着消費意慾提高,未來12至18個月都能帶來正面作用。
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