領展(00823.HK):本港零售市場仍有動力 料下半年整體業務較上半年好
領展(00823.HK)行政總裁王國龍表示,近期港人北上消費增加,旗下深圳福田商場的香港消費者佔比達約三至四成,但認爲本港經濟環境持續良好,加上失業率低,本港零售市場仍有動力,期望未來有更多內地旅客來港,並強調對本港零售市況前景持正面看法,又指對集團業務暫未有較大挑戰。
首席營運總裁(中國內地除外)卓格理表示,暫未見本港零售增長放緩影響集團本財年表現,料下半年整體表現較上半年良好,主要因旗下商場出租率達98%、而零售物業續租租金調整率升至8.7%。
首席財務總監黃國祥表示,目前內地復甦速度良好,內地商場人流已回覆甚至超越疫情前,但內地顧客消費習慣有變,會視乎實際情況而重新調整策略。他續指,內地市場競爭向來激烈,目前正透過不同的營銷策略去滿足需求,冀望能儘快達致良好效益。(ca/u)
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