分拆内地及香港以外物业上市？领展最新澄清

Core Viewpoint - Link REIT clarifies speculation regarding potential spin-off of properties outside mainland China and Hong Kong, emphasizing ongoing feasibility studies to create value for unit holders [2] Financial Performance - For the fiscal year 2024/2025, Link REIT's revenue is projected to reach HKD 14.223 billion, a year-on-year increase of 4.8%, with net property income rising by 5.5% to HKD 10.619 billion [2] - The Hong Kong property portfolio saw revenue and net property income increase by 1.5% and 2.8% respectively, attributed to cost-saving measures [3] - The mainland China property portfolio reported a significant increase in revenue and net property income by 29.7% and 28.9% respectively, driven by contributions from Shanghai Qibao Link Plaza and optimized retail assets [3] - The overseas property portfolio, covering Australia, Singapore, and the UK, achieved revenues and net property income of HKD 1.781 billion and HKD 1.203 billion, reflecting year-on-year growth of 2.2% and 1.3% [3] Property Portfolio - As of March 31, 2025, Link REIT owns a total of 154 properties, with 130 located in Hong Kong, 12 in mainland China, and 12 distributed across Australia, Singapore, and the UK, with a total valuation of HKD 226 billion [2] - The average occupancy rate for the Hong Kong retail property portfolio remains high at 97.8%, with over 600 new leases signed during the period [3] - The logistics property portfolio in key cities of the Greater Bay Area and Yangtze River Delta has an average occupancy rate of 97.4%, benefiting from proactive leasing strategies [3] Strategic Initiatives - In response to market changes, Link REIT is pursuing a strategic transformation, having established a new fund business platform, "Link Real Estate Partners," to advance its 3.0 strategic upgrade, marking a shift from traditional REIT to a diversified asset management institution [4]