《大行》摩通:恒隆(00101.HK)新获长期营运租约 维持首选股之列目标价10元

阿斯达克财经
Dec 16, 2025

摩根大通研究报告指,恒隆地产(00101.HK) 早前公布成功获得上海南京西路1038号及无锡恒隆广场扩建项目的长期营运租约。管理层表示,每个新增轻资产项目的预测内部回报率(IRR)均达十位数百分比,回本期在十年内。近期新增的3项轻资产租约合共为集团的物业组合增添18.5万平方米面积。该行指,恒隆地产仍然是其首选股份之一,因中国内地的租户销售持续改善,并预期轻资产营运租约将于2028/29年度开始...

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