领展房产基金(00823)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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00823 领展房产基金

未开盘 05-14 16:09:14

41.960

+0.540

+1.30%

最高42.140	最低41.440	成交量1,176万
今开41.600	昨收41.420	日振幅1.69%
总市值1,091亿	流通市值1,091亿	总股本25.99亿
成交额4.92亿	换手率0.45%	流通股本25.99亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

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市场未计入资产循环机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2634680492","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634680492?lang=zh_cn&edition=full","pubTime":"2026-05-12 11:26","pubTimestamp":1778556418,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，瑞银发布研报称，对领展房产基金目标价由42港元升至47.2港元，以反映潜在资产循环及股份回购计划，评级“买入”。整体而言，非核心资产规模可达340亿港元，约占资产总值15%。目前股价仍提供超过6%的股息收益率，远高于同业，相信市场尚未完全计入其重新估值潜力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1440561.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00823","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634499707","title":"大行评级丨大摩：预计领展未来60天股价将相对跑赢大市，目标价44港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2634499707","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634499707?lang=zh_cn&edition=full","pubTime":"2026-05-09 11:17","pubTimestamp":1778296623,"startTime":"0","endTime":"0","summary":"摩根士丹利发表报告，预计领展未来60天股价将相对跑赢大市，发生机率料80%以上，予其目标价44港元及“增持”评级。\r\n\r\n　　报告指，香港零售销售表现强劲，2026年首两个月零售销售同比增长11.8%，继2025年下半年增长5%后持续改善。领展作为零售物业的代表，将从复苏趋势中受惠。\r\n\r\n　　该行相信，强势股市及住宅市场回升将进一步推动零售销售增长，最终带来续租租金正面增长。同时，领展股息率达6.5%，在该行覆盖范围内最高，亦是香港整体市场其中一个最高的股息率。该行预计未来3至6个月内领展将公布新行政总裁人选，这将成为正面催化剂。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260509/32211969.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["00823","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633116296","title":"里昂：五一黄金周访港客超预期 偏好九龙仓置业(01997)及领展房产基金(00823)","url":"https://stock-news.laohu8.com/highlight/detail?id=2633116296","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633116296?lang=zh_cn&edition=full","pubTime":"2026-05-07 16:27","pubTimestamp":1778142456,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，里昂发布研报称，五一黄金周期间，访港旅客数字超出政府预期，日均客流量大致回复至疫前假期水平，本地商场的游客消费亦录得强劲增长。报告指，香港3月零售销售同比升12.8%至339亿港元，奢侈品零售销售同比增长27.2%。内地访港旅客达101万人次，同比升10%，高于政府预测的98万人次。该行看好九龙仓置业因其奢侈品销售占比最高，以及领展房产基金受惠于潜在的基金单位回购及REIT互联互通两大催化剂。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1439033.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01997","00823","BK1534","BK1258","BK1098","IE00BHRH8C09.USD","BK1521","03121","BK1601","BK1229","IE00BG0RBZ43.SGD","LU0229494975.USD","LU1328615791.USD","LU1316543674.SGD","IE00BHRH8D16.HKD","LU2226123227.USD","BK1256","LU2226123490.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633167895","title":"瑞银：香港3月零售销售胜预期 看好九龙仓置业(01997)、希慎地产(00014)及领展房产基金(00823)","url":"https://stock-news.laohu8.com/highlight/detail?id=2633167895","media":"智通财经网","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633167895?lang=zh_cn&edition=full","pubTime":"2026-05-07 09:39","pubTimestamp":1778117964,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，瑞银发布研报称，对希慎地产的目标价为22.4港元，投资评级为“中性”; 对九龙仓置业目标价为23港元，投资评级为“中性”;领展房产基金的目标价为42港元，投资评级为“买入”。瑞银认为，香港3月零售销售业绩优于预期，对以非必需消费品为主的零售房地产商，例如九仓置业和希慎，具有积极的参考价值。相反，香港居民出境旅游减少可能对社区购物中心营运商有利，因为香港消费通常会从中受益。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1438865.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["BK1256","IE00BHRH8C09.USD","00823","00014","LU1316543674.SGD","LU0229494975.USD","BK1534","BK1098","03121","BK1601","BK1258","LU1328615791.USD","BK1229","01997","IE00BHRH8D16.HKD","LU2226123227.USD","IE00BG0RBZ43.SGD","BK1521","LU2226123490.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633992997","title":"大摩：料领展房产基金(00823)股价未来60天相对跑赢大市 评级“增持”","url":"https://stock-news.laohu8.com/highlight/detail?id=2633992997","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633992997?lang=zh_cn&edition=full","pubTime":"2026-05-05 15:13","pubTimestamp":1777965225,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，大摩发布研报称，料领展房产基金(00823) 未来60天股价将相对跑赢大市，发生机率料80%以上。目标价44 港元，评级“增持”。报告指出，香港零售销售表现强劲，2026年首两个月零售销售同比上升11.8%，继2025年下半年增长5%后持续改善。领展作为零售物业的代表，将从复苏趋势中受惠。该行相信，强势股市及住宅市场回升将进一步推动零售销售增长，最终带来续租租金正面增长。同时领展股息率达6.5%，在该行覆盖范围内最高，亦是香港整体市场其中一个最高的股息率。该行预计未来3至6个月内领展将公布新行政总裁人选，这将成为正面催化剂。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1438055.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00823"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627247633","title":"【券商聚焦】华泰证券：香港开发利润拐点或将至","url":"https://stock-news.laohu8.com/highlight/detail?id=2627247633","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627247633?lang=zh_cn&edition=full","pubTime":"2026-04-15 09:05","pubTimestamp":1776215153,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，2025年主要港资房企合计实现核心归母净利润1001亿港币，同比-3%；剔除受高基数影响的恒基地产后，同比+1%。尽管香港住宅市场已经步入量价齐升的复苏通道，但由于利润结转存在滞后，物业开发分部尚未在利润端形成增量贡献。2025年主要港资房企物业开发业务实现分部利润363亿港币，同比持平；其中香港物业开发实现分部利润199亿港币，同比-28%，分部利润率同比-14.8pct至8.9%。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978980","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00101","BK1240","00016","LU0531971595.HKD","BK1258","00823","BK0028","LU1211504680.USD","00017","80016","LU0877626530.USD","SG9999009997.SGD","00010","03121","LU1064131003.USD","LU0264606111.USD","00012","601688","LU0607220059.USD","01997","03145","BK1098","LU0348784397.USD","BK0183","LU0572939691.SGD","LU0205439572.USD","IE00BSPPW651.USD","LU1560770973.SGD","LU0082770016.SGD","SG9999004220.SGD","LU1119993845.HKD","LU1282649141.HKD","00019","LU2088748020.USD","LU2153591404.USD","01113","LU0488056044.USD","LU1328615791.USD","LU1580142542.USD","SG9999010078.USD","IE0008369823.USD","LU0224508324.USD","LU1064130708.USD","SUHJY","LU1934453819.USD","LU0039217434.USD","01972","00014","IE00BHRH8D16.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626915738","title":"【特约大V】邓声兴：恒指续于200天线水平争持","url":"https://stock-news.laohu8.com/highlight/detail?id=2626915738","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626915738?lang=zh_cn&edition=full","pubTime":"2026-04-10 09:53","pubTimestamp":1775785983,"startTime":"0","endTime":"0","summary":"大摩下调部分内房股目标价，龙湖集团目标由8.2元下调至8元，股价跌5.6%，报7.43元，为表现最弱蓝筹；领展以作价2.5亿坡元，出售其位于新加坡零售物业，股价升0.5%，报37.88元。恒指续于200天线水平争持领展房产基金领展近日宣布以2.5亿新加坡元出售新加坡零售物业Swing By@Thomson Plaza的56%权益，作价较账面值溢价23%，较2023年购入价更录得45%升幅，该行估计隐含初始收益率约3.7%，属吸引水准，预期大部分所得款项将于第二季交易完成后用于股份回购。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/ZTVmMTM1MjM4NjExMzI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZTVmMTM1MjM4NjExMzI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978607","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1521","BK1256","BK1098","513600","00823","HHImain","03121","02833","MCHmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626907183","title":"大摩：料领展房产基金(00823)续租租金负增长幅度扩大 全年派息或下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2626907183","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626907183?lang=zh_cn&edition=full","pubTime":"2026-04-09 16:41","pubTimestamp":1775724115,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，摩根士丹利发布研报称，领展房产基金(00823)公布出售其在新加坡零售物业Swing By@Thomson Plaza的权益，作价2.5亿新加坡元，较公允值有所溢价。该行认为，领展更大机会进行股份回购，并料2026年将有更多资产处置。该行现予目标价37港元及“与大市同步”评级。大摩表示，虽然今年首两个月领展的零售销售强劲，但仍对大众零售持审慎态度，因受到网购加速及中国电商进一步渗透所打击。因此，即使租户销售改善，该行仍预期续租租金负增长幅度将由2026财年首9个月的7.5%，扩大至全财年的8.5%；2026财年每基金单位分派可能下跌约8%至2.52港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1426529.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["03121","BK1098","00823","BK1256","BK1521"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626901625","title":"大行评级丨美银：维持领展“买入”评级，新加坡资产处置带来轻微惊喜","url":"https://stock-news.laohu8.com/highlight/detail?id=2626901625","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626901625?lang=zh_cn&edition=full","pubTime":"2026-04-09 15:27","pubTimestamp":1775719621,"startTime":"0","endTime":"0","summary":"随着近期中东紧张局势缓和，买家情绪可能改善，增加进一步处置资产的可能性。　　该行维持领展“买入”评级，目标价44港元，认为香港非必需消费品零售的不利因素已充分反映，而领展的租户销售在去年第四季已出现初步回稳迹象，加上今年首两个月香港行业趋势稳健，均令人鼓舞。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260409/32133607.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["00823"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626909839","title":"大行评级丨小摩：维持领展“中性”评级，出售新加坡资产为资本回收的良好开端","url":"https://stock-news.laohu8.com/highlight/detail?id=2626909839","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626909839?lang=zh_cn&edition=full","pubTime":"2026-04-09 14:48","pubTimestamp":1775717288,"startTime":"0","endTime":"0","summary":"摩根大通发表研报，领展宣布以2.5亿新加坡元出售新加坡零售物业Swing By@Thompson Plaza，较收购价高出45%，较账面值溢价23%，隐含初始回报率3.7%。虽然交易规模仅占总资产组合约0.7%，但该行认为这是资本回收的良好开始，预计对资产净值有轻微0.2%的提升。该行维持对领展的“中性”评级，目标价为36港元；若租户销售额及租金回调率出现稳固好转，可能会更加看好该股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260409/32133516.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["00823"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626973772","title":"领展房产基金获贝莱德增持约49.35万股 每股作价约36.46港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2626973772","media":"新浪港股","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626973772?lang=zh_cn&edition=full","pubTime":"2026-04-09 07:46","pubTimestamp":1775691960,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　香港联交所最新资料显示，4月2日，贝莱德增持领展房产基金（00823）49.3491万股，每股作价36.4635港元，总金额约为1799.44万港元。增持后最新持股数目约为2.10亿股，最新持股比例为8.02%。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2026-04-09/doc-inhtwaie2180053.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2592432038.USD","LU0731783394.SGD","LU0070302665.USD","LU1481011911.USD","LU1064131342.USD","EWH","BK1256","BK4504","LU2505996509.AUD","BK4581","IE00B64PRP62.GBP","BK1521","LU0772969993.USD","LU2430703095.HKD","LU0130102774.USD","IE00B3PB1722.GBP","LU1074936037.SGD","LU2264538146.SGD","BK4585","BLK","LU1201861249.SGD","LU0640476718.USD","IE00B3QW5Z07.USD","LU1366333091.USD","LU1988902786.USD","BK4135","LU1989771016.USD","BK4533","BK4534","LU0208291251.USD","BK4588","03121","LU0742537680.HKD","IE00BVYPNV92.GBP","LU0731783048.USD","00823","LU1509826696.USD","BK4535","LU1599440770.SGD","BK1098","BK4567","IE00BGHQF748.EUR","LU0320765489.SGD","LU1280957306.USD","LU2505996681.GBP","LU1291159041.SGD","LU0980610538.SGD","IE00B42XCP33.USD","IE00BVYPNW00.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626973582","title":"杭州3宗宅地成交平均溢价率超30%；领展拟以13.4亿元出售新加坡零售物业权益 | 房产早参","url":"https://stock-news.laohu8.com/highlight/detail?id=2626973582","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626973582?lang=zh_cn&edition=full","pubTime":"2026-04-09 07:04","pubTimestamp":1775689494,"startTime":"0","endTime":"0","summary":"｜2026年4月9日星期四｜NO.1杭州3宗宅地成交平均溢价率超30%4月8日，杭州土地市场迎来今年第二季度的首场土拍，出让的3宗住宅用地全部溢价成交。3宗地块总起始价为44.82亿元，总成交金额合计58.62亿元，平均溢价率高达30.8%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604093698615519.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604093698615519.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["00823","BK1229","BK1098","BK1258","BK1521","BK1256","03121","BK1542","03913"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624632585","title":"大行评级丨美银：大部分香港发展商每股盈利已见底，看好信和置业及领展","url":"https://stock-news.laohu8.com/highlight/detail?id=2624632585","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624632585?lang=zh_cn&edition=full","pubTime":"2026-04-03 12:07","pubTimestamp":1775189221,"startTime":"0","endTime":"0","summary":"美银证券发表研报指，虽然中东地缘紧张局势升温，但香港地产商3月仍继续加价，不过大部分新推批次单位数量较少，并集中于市区。考虑到近期股市波动，发展商或会对加价持更审慎态度，尤其针对大型新盘。板块经获利回吐后，目前相关股份的股息率变得更为吸引，而大部分发展商的每股盈利应已于去年见底。该行将2026至2027年每股盈利预测下调0%至2%，股份目标价调分别下调11%至上调14%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260403/32124139.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["00083","00823"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620628411","title":"研报掘金丨中金：下调领展目标价至43港元，下调每基金单位分派预测","url":"https://stock-news.laohu8.com/highlight/detail?id=2620628411","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620628411?lang=zh_cn&edition=full","pubTime":"2026-03-18 13:47","pubTimestamp":1773812822,"startTime":"0","endTime":"0","summary":"中金发表研报指，领展公布去年12月底止2026财年三季度营运数据，显示公司区域资产表现持续分化，包括位于香港的零售物业经营压力犹存，虽然香港的零售物业出租率维持在97%的健康水平，但受消费趋势变化及电商冲击，续租租金调整率录得跌7.5%，较2026财年年中的跌6.4%进一步下滑。\r\n\r\n　　考虑公司位于香港的零售物业经营压力延续，叠加海外降息预期推迟，中金下调公司今明两财年每基金单位分派预测2%及4%，至分别2.52港元及2.51港元；维持“跑赢行业”评级，下调目标价4%至43港元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260318/32077734.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["00823"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620449821","title":"美银证券：升领展房产基金(00823)目标价至44港元 催化浮现","url":"https://stock-news.laohu8.com/highlight/detail?id=2620449821","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620449821?lang=zh_cn&edition=full","pubTime":"2026-03-17 15:07","pubTimestamp":1773731230,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美银证券发布研报称，在领展房产基金(00823)公布季度营运数据更新后，维持对其的非市场共识看好立场，评级“买入”，当中：1)管理层确认正在检讨部分非核心资产(现已包括所有非零售及停车场)的选项，并将向股东返还部分资本；2)香港商场仍面临挑战，但大致符合预期，餐饮及超市已初步稳定。成本节省现预计将超越原先设定的2027财年2亿港元目标。基于该行将估值基础延伸至2027财年，将领展目标价由43港元上调2%至44港元。虽然领展行政总裁的物色工作未有更新，但相信(鉴于已过去一段时间)有关工作已接近完成，这应有助解决问责方面的担忧。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1414819.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00823","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620445050","title":"晨星：维持领展房产基金(00823)公允价值预测45港元 香港零售租金预计2027年开始改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2620445050","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620445050?lang=zh_cn&edition=full","pubTime":"2026-03-17 14:50","pubTimestamp":1773730230,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，晨星发布研报称，维持对无护城河的领展房产基金45港元的公允价值预测，对该公司的的预测保持不变。领展是该行追踪的香港房地产股票中的首选。晨星表示,领展公布2026财年首9个月的运营数据,整体零售物业出租率超过95%，香港零售物业续租租金为 -7.5%。管理层表示，香港零售物业续租租金为负,反映上一租赁周期中,随著边境重新开放,租金温和回升。该行预计这将提振租户信心，并支撑租金从2028财年开始逐步回升。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1414813.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1098","03121","BK1521","BK1256","00823"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620435744","title":"大行评级丨大华继显：上调领展目标价至42.6港元，维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2620435744","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620435744?lang=zh_cn&edition=full","pubTime":"2026-03-17 13:57","pubTimestamp":1773727021,"startTime":"0","endTime":"0","summary":"大华继显发表研报指，领展2026财年首九个月营运状况符合预期，香港零售物业组合的租金负增长略有加剧，但租户销售额已出现初步复苏迹象。管理阶层计划加强专注于香港零售和停车场业务，并提前剥离非核心资产，并形容这是一项积极且具有策略的举措，有助增强公司韧性，降低杠杆率和融资成本风险。该行将集团今年、明年及2028年每单位分派(DPU)预测上调0.4%、1%及1%，目标价上调6.6%至42.6港元，维持“买入”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260317/32074311.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["00823"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620002412","title":"大行评级丨小摩：预期领展租户销售额短期内利好有限，维持“中性”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2620002412","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620002412?lang=zh_cn&edition=full","pubTime":"2026-03-17 11:37","pubTimestamp":1773718622,"startTime":"0","endTime":"0","summary":"摩根大通发表研报指，领展公布2026财年首九个月的营运数据。虽然香港商场的租户销售额略有改善，但仍逊同期香港必需消费品零售销售额。租金回报率扩大至负7.5%，符合之前高单位数百分比下跌的指引。鉴于领展在香港投资组合以生活必需品为主，且跨境电商的渗透率不断提高，该行预计领展的租户销售额短期内不会出现显著好转。管理层预计，由于即将到期的租约是在三年前较高租金水平时签订的，短期内的租金回报率将徘徊在高单位数的负数水平。该行对领展维持“中性”评级，目标价36港元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260317/32074131.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["00823"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620412006","title":"大行评级丨花旗：领展香港零售业务组合持续面临挑战，维持“中性”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2620412006","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620412006?lang=zh_cn&edition=full","pubTime":"2026-03-17 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10:44","pubTimestamp":1773715450,"startTime":"0","endTime":"0","summary":"公布截至2025/26财政年度首九个月营运更新数据香港租户销售跌幅轻微收窄至1.5%，唯租金检讨负增长扩大至7.5%。领展香港物业组合的租户销售略有改善，九个月期间同比跌幅收窄至1.5%，主要由中式餐馆等租赁需求增加带动餐饮类别轻微增长。整体销售继续落后于香港整体零售市场，因后者受惠于高价商品及新iPhone推出，而领展对此类商品的敞口有限。然而，集团仍面临租金检讨压力，九个月期间进一步恶化至负7.5%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1414728.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00823"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"websiteUrl":"http://www.linkreit.com","stockEarnings":[{"period":"1week","weight":0.0234},{"period":"1month","weight":0.0899},{"period":"3month","weight":0.1452},{"period":"6month","weight":0.0276},{"period":"1year","weight":0.1103},{"period":"ytd","weight":0.2078}],"compareEarnings":[{"period":"1week","weight":-0.0089},{"period":"1month","weight":0.02},{"period":"3month","weight":-0.0067},{"period":"6month","weight":-0.0253},{"period":"1year","weight":0.1163},{"period":"ytd","weight":0.0296}],"compareStock":{"symbol":"HSI","name":"恒生指数"},"description":"领展房地产投资信托基金是一家香港房地产投资信托基金。该信托也是恒生指数成分股。其投资目标是为基金单位持有人提供持续增长及缔造长远价值。其投资于位于香港、北京及上海的零售商铺、街市、停车场及办公室物业组合。其投资物业包括香港都会商场、香港汇坊商场、北京欧美汇购物中心及上海企业天地等。该基金由领展资产管理有限公司管理。","yearOnYearQuotes":[{"month":1,"riseRate":0.52381,"avgChangeRate":0.020742},{"month":2,"riseRate":0.52381,"avgChangeRate":0.005613},{"month":3,"riseRate":0.52381,"avgChangeRate":-0.008491},{"month":4,"riseRate":0.809524,"avgChangeRate":0.025496},{"month":5,"riseRate":0.571429,"avgChangeRate":-0.002533},{"month":6,"riseRate":0.65,"avgChangeRate":0.022898},{"month":7,"riseRate":0.7,"avgChangeRate":0.027181},{"month":8,"riseRate":0.45,"avgChangeRate":-0.008346},{"month":9,"riseRate":0.45,"avgChangeRate":-0.006969},{"month":10,"riseRate":0.55,"avgChangeRate":-0.011055},{"month":11,"riseRate":0.7,"avgChangeRate":0.049188},{"month":12,"riseRate":0.571429,"avgChangeRate":0.017548}],"exchange":"SEHK","name":"领展房产基金","nameEN":"LINK 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