华润万象生活:2024年业绩料延续韧性 成长、派息兼顾

中金公司
Jan 23, 2025

预测华润万象生活2024 年核心净利润同比增长20%我们预计2024 年华润万象生活核心净利润同比增长20%至35.1 亿元,符合市场预期。关注要点购物中心经营表现具韧性,增速保持行业前列。我们预计华润万象在管购物中心2024 年零售额整体同比增长15-20%,其中同店增速达个位数;具体看,我们预计4Q24 购物中心零售额环比三季度显著改善、且在高基数下录得同店同比增长,其中重奢购物中心同店增速料...

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