大行评级｜瑞银：内地奢侈品销售放缓下调恒隆地产、太古地产目标价

格隆汇资讯07-23

瑞银发表研究报告，今年以来国内奢侈品销售额下跌约10%，当中5月至6月跌幅加大，预期今年下半年至2026年间奢侈品牌可能会放缓在中国开设门店的步伐，而为了留住奢侈品牌租户，商场可能需要减租，或转型至民生类商场。该行指出，由于主打高端消费的购物中心建设周期至少需要四年，因此预期快将开业的高端商场将面对一定的租金压力。基于收入增长预测减慢及股息预期下调，瑞银下调恒隆地产的评级，由“买入”降至“中性”，...

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大行评级｜瑞银：内地奢侈品销售放缓 下调恒隆地产、太古地产目标价

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大行评级｜瑞银：内地奢侈品销售放缓下调恒隆地产、太古地产目标价