周五早盘，领展房产基金（00823）股价出现显著下跌，盘中一度大跌5.10%，引发市场关注。截至发稿，该股报36.86港元，成交额达1.68亿港元。
此次股价下跌主要源于领展房产基金公布的中期业绩不及预期。根据公司公告，截至9月底的半年度可分派总额同比下降5.6%至32.83亿元，每基金单位分派同比下降5.9%至126.88仙。期内，公司收益同比减少1.8%至70.23亿元，物业收入净额减少3.4%至51.78亿元。业绩下滑主要归因于香港及内地的续租租金调整率为负数，反映出当前宏观环境及零售业的压力。
对于未来前景，领展董事会主席欧敦勤表示，尽管香港零售市况受压，但市场上的租赁需求正在复苏，零售销售数据已见底回升。然而，由于租约周期通常为3年，租金调整存在自然滞后效应。公司预计下半年业绩将继续承压，这一谨慎展望可能进一步加剧了投资者的担忧情绪。分析人士指出，领展房产基金作为香港最大的房地产投资信托基金之一，其业绩表现在一定程度上反映了香港商业地产市场的整体状况，投资者需密切关注后续发展。
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