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太古地产 视觉中国 资料图
10月24日,太古地产(01972.HK)宣布,将与全球最大免税运营商中国旅游集团中免股份有限公司(“中免股份”)的全资子公司中免投资发展有限公司( “中免投资”)在海南省三亚市合作发展一个零售地标项目。太古地产零售业务董事韩置表示,这是公司发展的首个度假型零售项目。
太古地产介绍,该项目位于三亚海棠湾国家海岸中心地带,是太古地产在中国内地的第八个发展项目。太古地产和中免股份将分别持有该项目50%的权益。合作双方已成立合资公司,计划把用地发展为一座以零售为主导的度假型商业项目,包括地下停车场及其它配套设施。
该合资公司在三亚市国有建设用地使用权网上挂牌出让中以13.08亿元人民币成功竞得海南省三亚市海棠区一块零售商业用地的开发权后,公布这项投资计划。项目预计于2024年起分阶段落成。
太古地产称,该新项目位于海棠区三亚国际免税城三期地块,总占地面积约20万平方米。该项目是太古地产于未来十年在核心市场(包括东南亚、中国内地及中国香港)投资1000亿港元以推动业务增长的重要投资项目之一。根据该投资计划,其中约500亿港元将投放于中国内地,目标在未来十年公司应占中国内地物业组合的总楼面面积增加一倍。除三亚外,太古地产今年已宣布发展西安太古里,并正在探索两个分别位于广州市荔湾区和上海市浦东新区的潜在零售主导商业项目。
太古地产2022年半年报数据显示,今年上半年,太古地产实现收入约66.98亿港元,同比减少26%;公司股东应占净利润约43.19亿港元,同比增长118%;公司股东应占基本净利润约41.4亿港元,同比减少8%,主要是出售香港非核心资产的净利润减少。另外,太古地产租金收入总额为60.53亿港元,同比下降3.1%。从细分业务来看,办公楼租金收入30.39亿港元,零售物业租金收入27.81亿港元。
半年报显示,太古地产位于上海静安区的高端购物中心兴业太古汇,上半年销售额跌幅达53%,租金收入与2021年同期持平。位于北京三里屯的太古里,上半年销售额下跌26%,但租金收入有所增加,主要是2021年12月正式投入营运的西区增加了租金收入。北京颐堤港实现出租率100%,但销售额同比下跌25%。
截至10月24日收盘,太古地产报15.88港元/股,跌幅3.17%。
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