《大行》汇研:恒隆地产(00101.HK)商场租户销售及人流改善 维持“买入”评级

阿斯达克财经
Apr 23

汇丰研究发表报告,尽管恒隆地产(00101.HK) 3月出现季节性淡季,但自2025年下半年以来,恒隆旗下商场的租户销售额持续强劲。2025年第四季度,整体租户销售额按年增长18%,全年人流创历史新高,动能延续至2026年。表现胜预期主要受新店开业、零售空间扩张及引入快闪店模式所支持。不过,整体市场仍竞争激烈且充满挑战,中产消费者仍对开支持谨慎态度,可能影响奢侈品销售。杭州恒隆广场(...

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