内地方面，北京及上海零售资产因历史较高的租金，正进行租金调整，但去年底租户销售额及客流量有 所回升。公司将继续利用Pop Mart店吸引客流，并计划2026年寻找投资机会及处置非核心资产。有投资 者问及纳入港股通的时间表，领展指监管方面未有新消息。 瑞银发布研报称，重申予领展房产基金(00823)"买入"评级，目标价42港元。领展于2026年大中华会议 上更新最新营运情况。公司表示，香港零售物业租金仍面临压力，今年3月底止2026财年下半年续租租 金预计续录负增长;新租客租金则有稳定迹象。超市业务拖累业绩，而餐饮业已趋稳。北上消费影响趋 稳定，惟电商渗透率上升对租户业绩持续带来压力。不过，领展旗下香港物业与线上零售模式重叠的租 户不足10%，影响相对有限。 ...

Core Viewpoint - Bank of America Securities has initiated coverage on MicroPort Medical (00853) with a "Buy" rating and a target price of HKD 16.8, citing the elimination of recent liquidity pressures and a shift in investor focus back to fundamentals [1] Group 1: Financial Performance and Projections - The company is expected to achieve profitability by the first half of 2026 through cost control and divestment of non-core assets [1] - Revenue projections for 2025, 2026, and 2027 are USD 1.109 billion, USD 1.241 billion, and USD 1.407 billion, representing year-on-year growth rates of 7.6%, 11.9%, and 13.3% respectively [1] Group 2: Strategic Developments - The introduction of Shanghai Industrial, a state-owned enterprise, as a strategic shareholder is anticipated to support the company's financial and business development [1] - Rapid growth in overseas business is expected to mitigate domestic market risks and provide long-term growth visibility [1] Group 3: Cost Management - The company is projected to further reduce operating expense ratios and financing costs [1]