Core Viewpoint - China Resources Vientiane Life (01209) has seen a stock price increase of over 3%, attributed to winning a significant commercial operation bid in Chengdu, indicating strong operational performance and growth potential in the retail sector [1] Group 1: Company Performance - As of October 13, China Resources Vientiane Life's stock rose by 3.42%, reaching HKD 41.72, with a trading volume of HKD 164 million [1] - The company has secured the top candidate position in the Chengdu Tianfu Art Park commercial operation tender through its subsidiary, Runxin Commercial Investment (Shenzhen) Co., Ltd. [1] - By June 2025, the company is expected to operate 125 shopping centers nationwide, managing a total area of 13.56 million square meters, with an increasing proportion of light-asset projects signed this year [1] Group 2: Market Insights - Morgan Stanley's report indicates that China Resources Vientiane Life's mall operations have consistently exceeded expectations, with a low double-digit same-store sales growth during the Golden Week, contributing to an overall retail sales increase of over 25% year-on-year [1] - The growth is partly attributed to the overlap of the National Day and Mid-Autumn Festival holidays, but the company's performance outpaces its peers due to the expanding market share of Vientiane City [1] - Year-to-date, the same-store sales growth is reported at a low double-digit percentage, with overall retail sales growth between 20% and 25% for the first nine months of the year, supporting the positive outlook [1] - The firm anticipates that the same-store sales growth will exceed management's expectations, reaching 10%, which enhances the visibility of achieving a 15% increase in earnings per share for the year [1]
华润万象生活现涨超3% 公司近期中标成都天府艺术公园文创坊商业运营项目