港铁：旗下所有商场出租率均达100% 未来先推屯门A16地段项目

Core Insights - The company is adapting to the new normal in the retail market due to a decline in overall retail sales in Hong Kong and changing consumer behaviors [1][2] - The company plans to focus on strengthening its dining segment, which has shown resilience, with the proportion of dining in its malls increasing from approximately 20% to 30% [1] - The company will prioritize the launch of new projects in Tuen Mun and Tung Chung, with the Tuen Mun A16 site covering 4 million square feet and the first phase of bidding for residential land expected to yield over a thousand units [2] Group 1 - The company’s malls maintain a 100% occupancy rate, benefiting from seamless connections to the railway and stable foot traffic from surrounding residential areas [1] - The company is actively adjusting its strategy by phasing out unpopular tenants and introducing new brands to meet changing consumer demands [1] - The recent increase in property transactions and sales volume indicates a potential recovery in the real estate market, prompting the company to study market demand for future project launches [1] Group 2 - The company emphasizes the importance of the dining sector, noting that Hong Kong residents frequently dine out, which supports the stability of this segment [1] - The company acknowledges that the market environment is constantly changing, which may lead to adjustments in its future sales strategies [2]