写字楼市场竞争

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时代集团控股(01023)发盈警 预计年度股东应占亏损约1.7亿至1.9亿港元
智通财经网· 2025-09-19 12:10
Core Viewpoint - The company anticipates a significant loss for the fiscal year ending June 30, 2025, with expected losses between approximately HKD 170 million and HKD 190 million, contrasting with a profit of about HKD 102 million for the same period in 2024 [1] Group 1: Financial Performance - The manufacturing segment is expected to see a decrease in revenue compared to approximately HKD 1.066 billion in 2024, with anticipated pre-tax losses for the fiscal year ending June 30, 2025, compared to a pre-tax profit of about HKD 110 million in 2024 [1] - The retail segment is projected to increase revenue compared to approximately HKD 528 million in 2024, but is expected to incur pre-tax losses due to a one-time significant loss of about HKD 83.568 million from the termination of the Cole Haan business [2] - The property investment segment is expected to see a decrease in revenue compared to approximately HKD 12.399 million in 2024, with anticipated pre-tax losses increasing compared to a pre-tax loss of about HKD 3.359 million in 2024, primarily due to a significant non-cash fair value reduction of between HKD 105 million and HKD 115 million [2] Group 2: Business Operations - The anticipated losses are attributed to a non-cash fair value revaluation decrease related to investment properties and significant one-time losses from the termination of the Cole Haan business [1][2] - The company maintains its dividend policy despite the expected losses for the fiscal year ending June 30, 2025 [3]
戴德梁行:上半年深圳甲级写字楼净吸纳量6.8万平方米 市场需求结构趋向多元化
Zheng Quan Shi Bao Wang· 2025-07-03 13:22
Core Insights - The performance of Shenzhen's Grade A office market in the first half of 2025 shows a new supply of 235,000 square meters, which is below market expectations, leading to a total stock of 8.605 million square meters [1] - The vacancy rate for Grade A offices in Shenzhen slightly increased by 1.2 percentage points to 27.8% by the end of Q2 2025, indicating a temporary easing of upward pressure due to delayed supply [1] - Average rental prices for Grade A offices decreased by 5.3% to 160.1 yuan per square meter per month compared to the end of last year, driven by competitive pressures [1] Supply and Demand Dynamics - The delayed supply of new office projects has led to a temporary reduction in vacancy rate pressures, with many projects postponing their launch due to intense market competition [1] - The net absorption of Grade A office space in Shenzhen reached 68,000 square meters in the first half of 2025, supported by price advantages that facilitated the absorption of new and existing properties [1] Market Trends and Projections - By the end of 2027, the total stock of Grade A offices in Shenzhen is expected to exceed 10 million square meters, intensifying competition and further driving down office costs [2] - The composition of tenants in Grade A offices is anticipated to diversify, with an increasing proportion of emerging industries and operational businesses [2] Transaction Activity - In the first half of 2025, the total transaction volume for office properties in Shenzhen reached nearly 8 billion yuan, primarily driven by owner-occupiers, indicating sustained demand for self-use office space [2] - The market is seeing increased interest in industrial and commercial assets, with listed companies and state-owned enterprises being the main players in transactions [2] Renovation Costs - Despite rising renovation costs in major cities across the Asia-Pacific region, the growth rate has slowed down, with renovation costs for foreign enterprises in Shenzhen projected at approximately 4,200 yuan per square meter in 2024 [2]