Workflow
租金调整
icon
Search documents
交银国际上调领展房产基金目标价至49.8港元
Xin Lang Cai Jing· 2025-08-26 04:45
来源:观点地产网 观点网讯:8月26日,交银国际发表研究报告,微升领展房产基金目标价至49.8港元,预计降息影响大 于租金调整。 报告指出,领展2026财年首财季香港零售物业组合销售额同比下降0.8%,略低于香港整体市场0.4%的 增幅,主要受电商免费服务对非必需消费品交易的影响。 交银国际认为,尽管如此,领展在2026财年1季度仍保持高零售物业出租率及办公楼出租率。公司最新 发布的续租租金调整率预测为负中个位数,可能导致2026财年收入小幅下降。 交银国际认为,利率下调可部分缓解租金压力的影响,分别小幅下调领展2026财年和2027财年的每单位 派息预测约1.5%、2.9%,并引入2028财年的预测。 免责声明:本文内容与数据由观点根据公开信息整理,不构成投资建议,使用前请核实。 ...
京城股份: 京城股份关于公司控股附属公司京城海通调整租赁房屋租金的公告
Zheng Quan Zhi Xing· 2025-06-10 11:26
Core Viewpoint - The company has adjusted the rental terms for its subsidiary, Beijing Jingcheng Haitong Technology Culture Development Co., Ltd., due to a decline in the rental market and a slowdown in demand for internet data centers, resulting in a reduction of approximately RMB 13.43 million in annual rent [2][7]. Summary by Sections Transaction Overview - The rental property, located at No. 9 Tianying North Road, Chaoyang District, Beijing, has an area of 45,043.62 square meters and is leased to Shenzhen Tenglong Holdings Co., Ltd. for internet data center construction, operation, and office use [1][2]. Rental Adjustment Details - The rental adjustment was agreed upon after negotiations among the parties involved, including Shenzhen Tenglong, Beijing Aidi Xi Data Technology Development Co., Ltd., and Beijing Aidi Xi Technology Co., Ltd. The new rental rate will be reduced from RMB 4.16 per square meter to RMB 3.2 per square meter starting June 11, 2025, with a change in the rental increase frequency from every 3 years to every 5 years [5][6]. - The agreement includes a total of 114 days of rent-free periods distributed over several months, and the outstanding rent of approximately RMB 72.07 million will be repaid in installments [6] [5]. Financial Impact - The rental adjustment is expected to have a significant impact on the company's financial status and operating results for the current year, with a reduction in rental income of about RMB 13.43 million [2][7]. Approval Process - The rental adjustment requires approval from a temporary shareholders' meeting as per the Shanghai Stock Exchange listing rules, indicating that the outcome of this approval process is uncertain [2][3].