九仓置业(01997.HK) 昨日(7日)中午公布中期业绩后全日股价升4.9%，今日(8日)股价下挫，盘中低见22.3元一度下滑13.2%，最新报23.48元走低8.6%，成交额3.25亿元，是跌幅最大的蓝筹股。
瑞银发表报告表示，九仓置业今年中期业绩符预期，基本盈利按年持平于31亿元，较该行预期低4%，中期股息每股0.66元按年增长3%，符合预期，但管理层对零售租金继续持谨慎态度，料零售租金回报可能转为负面，预计海港城租金调整将出现低单位数的下降，较今年上半年正面调整回落。
此外，九仓置业管理层透露计划对马哥孛罗酒店进行重大资产提升或全面重建，施工将于2025年之后开始。若为“资产提升”(AEI)，所需资本开支约20亿港元，中断期仅两年，预计对财务影响有限。但若为全面重建，考虑到尖沙咀K11 MUSEA等豪华商场竞争加剧，该行更担忧对广东道奢侈品租户的实体干扰影响。该行维持对九仓置业“中性”评级及目标价20元。(wl/u)
(港股报价延迟最少十五分钟。沽空资料截至 2025-08-08 12:25。)
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