瑞银:香港写字楼市场或迎来拐点 租金跌幅将收窄

智通财经
Sep 26

智通财经APP获悉,瑞银发布研报称,随着金融业招聘情况好转,写字楼净吸纳量今年有所改善,预料中环甲级写字楼市场或因金融业招聘增加及供应减少而率先复苏,出现见底回升的情况,预期本港写字楼市场或迎来拐点。一众地产股中,瑞银对涉猎中区甲级写字楼的太古地产(01972)给予“买入”评级,予太古A(00019)及香港置地评级则为中性。

瑞银引述证监会数据指,2025年6月牌照数目同比增加约1,300个,相信是由于今年股市表现强劲,考虑到金融业占写字楼租户比例达57%,预期香港商业物业市场将回稳,目前预测中环甲级写字楼今年租金跌幅将收窄至5%,明年料大致持平,对比去年跌幅达到12%;今明两年全港甲级写字楼租金预料跌介乎3%至5%,亦较去年的9%跌幅有所收窄。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10