商业地产运营

Search documents
王健林,又卖了25亿
投资界· 2025-04-23 07:49
万达甩卖。 作者 I 周佳丽 报道 I 投资界PEdaily "我有一个梦想,不光把企业做大,还要把中国酒店品牌打到全世界。" 多年前,王健林曾经对万达酒店的未来许下愿景,如今故事却走向另一个方向——万达酒 店发展近日发布公告称,拟出售全资持有的万达酒店管理(香港)有限公司(简称:万达 酒管)10 0%股权,收购方为同程旅行,出售金额24 . 9亿港元。 截至20 24年底,万达酒管在营酒店共计20 4家,另有37 6家酒店已签约待开业。换言之, 同程旅行用不到2 5亿元的价格将近600家中高端以及豪华酒店收入囊中,堪称抄底。 商 业 江 湖 , 风 云 变 幻 , 万 达 集 团 继 续 " 甩 卖 " , 现 年 71 岁 的 灵 魂 人 物 王 健 林 几 乎 退 隐 江 湖。 600家万达酒店卖了 这一次是万达酒店。 公开资料显示,总市值约2 2亿港元的万达酒店发展的主要业务包括四个板块:酒店营运 及管理服务、酒店设计及建设管理服务、投资物业租赁以及于海外买卖及租赁之物业。 本次收购交易仅涉及酒店管理业务的转让,也就是万达酒管所经营的板块,现有万达自持 的酒店物业资产则仍将由万达集团继续持有, 近6 ...
净利润大幅下滑 “城市更新第一股”锦和商管业绩承压
Zhong Guo Jing Ying Bao· 2025-04-10 23:22
Core Viewpoint - Despite being in the urban renewal sector, Jinhe Commercial Management (603682.SH), known as the "first stock of urban renewal," has reported disappointing performance in its financial results for 2024 [2][3]. Financial Performance - In 2024, Jinhe Commercial Management achieved an operating income of 1.008 billion yuan, a year-on-year decrease of 2.33% [3]. - The net profit attributable to shareholders dropped to 15 million yuan, down 85.07% year-on-year, while the non-recurring net profit fell dramatically by 334.07% to -96 million yuan [3]. - Since its listing in 2020, the company's net profit has shown a downward trend, decreasing from 156 million yuan in 2020 to 99 million yuan in 2023, and further plummeting to 15 million yuan in 2024 [2][3]. Market Challenges - Jinhe Commercial Management faces challenges in the commercial office market due to oversupply, with difficulties in acquiring project resources and a reduced target customer base [2][3]. - The company acknowledged that some rental projects are still in the ramp-up phase, which has impacted its financial performance [3]. - The Shanghai office market is experiencing a downward rental cycle, with significant new projects entering the market, putting pressure on rental prices [6]. Business Model and Strategy - The company operates primarily in urban renewal, focusing on repositioning and redesigning old properties to enhance their commercial value [5]. - Jinhe Commercial Management's operational model includes rental operations, equity participation, and entrusted operations, with a focus on transforming existing properties into attractive commercial spaces [5]. - As of 2024, the company manages 73 projects covering approximately 1.4 million square meters, with 41 projects under rental operations [5]. Operational Measures - To improve occupancy rates, the company is implementing strategies such as enhancing park services and optimizing leasing strategies, including "exchanging price for volume" to accelerate property leasing [6][7]. - The management is focused on maintaining existing tenants and exploring potential renewal and expansion needs [7].
阳光股份提示或有退市风险,“对今年营收有信心”
券商中国· 2025-03-22 02:13
阳光股份(000608)昨日晚间公告,公司需对2024年度业绩预告进行修正,主要系针对营业收入和扣除 非经常 性损益 后营业收入进行修正。 营业收入原预计3.6亿元—4.2亿元,最新预计3.5亿元—3.7亿元;扣除后营业收入原预计3.1亿元—3.3亿元, 最新预计2.65亿元—2.85亿元。 新规下,深交所主板公司"最近一个会计年度经审计的利润总额、净利润、扣除非经常性损益后的净利润三者 孰低为负值,且扣除后的营业收入低于3亿元",股票交易将被实施退市风险警示。 所以,公司亦同时披露风险提示性公告,提示在2024年年度报告披露后,公司股票可能被实施退市风险警 示。 针对业绩修正原因,公司公告称:根据企业会计准则及相关规定,将按照承租人消耗的水、电量及市场单价收 取的水、电费的收入确认方式,由总额调整为净额。换言之,公司原来跟租户收多少就算多少收入,调整后是 要扣除应付给供水、供电企业价款后的净额才算收入。修正后的预计扣除后营收与3亿元,差1500万元— 3500万元。 责编: 刘珺宇 校对:冉燕青 百万用户都在看 突发!沪深交易所,紧急出手! 信息量巨大!央行、财政部等,重磅发声! 黄仁勋,重大宣布! 利好来 ...