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00823 领展房产基金
休市中 06-12 16:08:21
36.700
+0.260
+0.71%
最高
36.860
最低
36.520
成交量
772.81万
今开
36.640
昨收
36.440
日振幅
0.93%
总市值
953.81亿
流通市值
953.81亿
总股本
25.99亿
成交额
2.83亿
换手率
0.30%
流通股本
25.99亿
市净率
--
ROE
--
每股收益
0.00
52周最高
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52周最低
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市盈率
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股息
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股息收益率
--
ROA
--
分时
五日
日K
周K
月K
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)
资讯
新帖
简况
【券商聚焦】交银国际:上半年香港房地产市场呈现鲜明的“分化型复苏 ”格局
金吾财讯 · 06-12 09:18
【券商聚焦】交银国际:上半年香港房地产市场呈现鲜明的“分化型复苏 ”格局
小摩增持领展房产基金(00823)约779.51万股 每股作价约38.45港元
智通财经 · 06-11 19:30
小摩增持领展房产基金(00823)约779.51万股 每股作价约38.45港元
交银国际:领展房产基金(00823)业绩符预期 回购为中长线催化剂 维持 “买入”评级
智通财经 · 06-04
交银国际:领展房产基金(00823)业绩符预期 回购为中长线催化剂 维持 “买入”评级
小摩:香港4月零售温和放缓 重申领展房产基金(00823)九龙仓置业(01997)“中性”评级
智通财经 · 06-04
小摩:香港4月零售温和放缓 重申领展房产基金(00823)九龙仓置业(01997)“中性”评级
花旗:香港地产股首选新鸿基地产(00016)、长实集团(01113)、太古地产(01972)及领展房产基金(00823)
智通财经 · 06-03
花旗:香港地产股首选新鸿基地产(00016)、长实集团(01113)、太古地产(01972)及领展房产基金(00823)
大摩:料香港5月零售数据维持同比高个位数增长 领展房产基金(00823)租金趋势稳定
智通财经 · 06-03
大摩:料香港5月零售数据维持同比高个位数增长 领展房产基金(00823)租金趋势稳定
交银国际:维持领展房产基金(00823)“买入”评级 目标价45.70港元
智通财经 · 06-02
交银国际:维持领展房产基金(00823)“买入”评级 目标价45.70港元
大行评级丨花旗:领展最坏时期已过,目标价上调至44.8港元
中金财经 · 06-01
大行评级丨花旗:领展最坏时期已过,目标价上调至44.8港元
中信里昂:下调领展房产基金(00823)目标价至48.5港元 重申“跑赢大市”评级
智通财经 · 06-01
中信里昂:下调领展房产基金(00823)目标价至48.5港元 重申“跑赢大市”评级
花旗:升领展房产基金(00823)评级至“买入” 目标价上调至44.8港元
智通财经网 · 05-29
花旗:升领展房产基金(00823)评级至“买入” 目标价上调至44.8港元
美银证券:升领展房产基金(00823)目标价至46港元 复苏能见度改善
智通财经 · 05-29
美银证券:升领展房产基金(00823)目标价至46港元 复苏能见度改善
异动解读|领展房产基金盘中上涨3.18%,全年业绩发布物业净收益超预期
行情直击 · 05-29
异动解读|领展房产基金盘中上涨3.18%,全年业绩发布物业净收益超预期
领展房产基金财年收入录得139.38亿港元
投资观察 · 05-28
领展房产基金财年收入录得139.38亿港元
领展房产基金:寻求价值变现机遇并计划剥离非核心资产
美股速递 · 05-28
领展房产基金:寻求价值变现机遇并计划剥离非核心资产
瑞银:升领展房产基金(00823)目标价至47.2港元 市场未计入资产循环机会
智通财经 · 05-12
瑞银:升领展房产基金(00823)目标价至47.2港元 市场未计入资产循环机会
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
中金财经 · 05-09
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
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)
智通财经 · 05-07
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)
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)
智通财经网 · 05-07
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)
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”
智通财经 · 05-05
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”
【券商聚焦】华泰证券:香港开发利润拐点或将至
金吾财讯 · 04-15
【券商聚焦】华泰证券:香港开发利润拐点或将至
公司概况
公司名称:
领展房产基金
所属市场:
SEHK
上市日期:
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主营业务:
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。
发行价格:
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09:18","pubTimestamp":1781227080,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际表示,如该机构此前预期,2026年上半年中国香港房地产市场呈现鲜明的“分化型复苏 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每股作价约38.45港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2642289289","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642289289?lang=zh_cn&edition=full","pubTime":"2026-06-11 19:30","pubTimestamp":1781177454,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,香港联交所最新资料显示,6月5日,小摩增持领展房产基金(00823)779.508万股,每股作价38.449港元,总金额约为3.0亿港元。增持后最新持股数目约为1.31亿股,最新持股比例为5.01%。","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/1453282.html","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":"stock_zhitongcaijing","symbols":["LU0689472784.USD","LU2237443895.HKD","IE00BJTD4V19.USD","LU2430703178.SGD","IE00BDRTCR15.USD","LU0203347892.USD","00823","SG9999002232.USD","IE0034235303.USD","IE00BFXG1179.USD","LU1261432733.SGD","LU0683600562.USD","IE00BKDWB100.SGD","LU0943347566.SGD","LU0345769128.USD","LU2237443465.HKD","LU0187121727.USD","JPO","LU0267386448.USD","LU0859254822.USD","03121","LU1914381329.SGD","LU1116320901.HKD","LU0345769631.USD","LU2054465674.USD","LU0149725797.USD","LU1496350502.SGD","LU1366192091.USD","LU0787776722.HKD","LU0320765489.SGD","JPMO","LU2237443622.USD","LU1064131342.USD","LU0106831901.USD","LU2023250330.USD","JPX","LU0211328371.USD","EWH","IE0034235295.USD","LU1363072403.SGD","LU1894683348.USD","LU0234572021.USD","LU0203345920.USD","LU0820561818.USD","IE00BLSP4239.USD","IE000M9KFDE8.USD","LU0211327993.USD","LU2236285917.USD","LU1988902786.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640947132","title":"交银国际:领展房产基金(00823)业绩符预期 回购为中长线催化剂 维持 “买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2640947132","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640947132?lang=zh_cn&edition=full","pubTime":"2026-06-04 14:08","pubTimestamp":1780553289,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,交银国际发布研报称,领展房产基金2026财年收入及净物业收入分别同比下跌2%及3.7%至139.38亿港元及102.3亿港元,主要受到中国香港零售部分年内租金调整率为负8.2%所影响。该行引述管理层表示,近几个季度的零售情况有所好转,租金下降情况已稳定下来,但预料2027财年租金调整率仍与2026财年相若。交银国际预计,领展2027财年整体可分派水平可大致维持在2026财年水平。","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/1450028.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":"2640135140","title":"小摩:香港4月零售温和放缓 重申领展房产基金(00823)九龙仓置业(01997)“中性”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2640135140","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640135140?lang=zh_cn&edition=full","pubTime":"2026-06-04 09:48","pubTimestamp":1780537685,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,摩根大通发布研报称,香港4月份零售业总销货额同比增长9%,相较于3月份的13%同比增幅有所温和放缓。小摩表示,虽然零售表现稳定,但目前尚未转化为两大香港零售地产指标股-九龙仓置业及领展房产基金的正向或甚至是趋稳的续租租金变动。该行维持对这两只港股的“中性”评级,但指出领展由于拥有超过6%的股息率以及潜在的资本循环利用,因此具备更多的上行空间。","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/1449953.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_zhitongcaijing","symbols":["01997","00823"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640971303","title":"花旗:香港地产股首选新鸿基地产(00016)、长实集团(01113)、太古地产(01972)及领展房产基金(00823)","url":"https://stock-news.laohu8.com/highlight/detail?id=2640971303","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640971303?lang=zh_cn&edition=full","pubTime":"2026-06-03 14:18","pubTimestamp":1780467483,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,花旗发布研报称,在整个香港地产板块中,首选股为新鸿基地产、长实集团、太古地产及领展房产基金。香港4月零售销售同比增长8.6%,表现稳固,但增速较3月的13%及第一季度的12%有所放缓。在香港及内地的奢侈品零售领域,投资者对下半年基数升高导致同店销售增长放缓的担忧,是近期股价修正的主要原因。","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/1449524.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":["BK4566","01113","IE00BSNM7G36.USD","01972","BK4559","SG9999009997.SGD","LU0417516571.SGD","BK4504","LU0572939691.SGD","LU2236285917.USD","LU0082770016.USD","BK1555","LU1282649141.HKD","LU1282649810.SGD","80016","LU0128525689.USD","LU2462157665.USD","LU0130102774.USD","LU0096374516.USD","BK4534","00016","LU1163227496.USD","03121","LU0149534421.HKD","LU0348784397.USD","LU0170899867.USD","LU0229494975.USD","LU1366192091.USD","LU1316543674.SGD","LU0384037296.USD","00823","SG9999004220.SGD","LU0310800965.SGD","01997","LU0477156953.USD","IE00BG0RBZ43.SGD","LU0130517989.USD","SG9999010078.USD","LU1539696804.USD","BK4585","03145","LU1211504680.USD","SUHJY","LU2226123490.SGD","LU0648948544.HKD","BK1559","LU0886674414.USD","00101","LU1163227579.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640976214","title":"大摩:料香港5月零售数据维持同比高个位数增长 领展房产基金(00823)租金趋势稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=2640976214","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640976214?lang=zh_cn&edition=full","pubTime":"2026-06-03 13:45","pubTimestamp":1780465533,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,摩根士丹利发布研报称,香港4月份零售业总销货额同比增长8.6%,虽然低于市场预期的13.7%,但符合该行预期。该行预计,在经济增长健康及入境旅游业复苏推动下,香港5月份零售业总销货额将维持高个位数同比增幅。另外,预计必需品销售将进一步趋稳,而整体租赁市场可能仍会下滑,直至2028年上半年。大摩表示,虽然领展房产基金(00823)对调升租金的指引相对保守,但在其香港零售物业组合中,正呈现出现行租金稳定的趋势。该行予领展“增持”评级。","market":"fut","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/1449508.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","BK1098","BK1256","03121","BK1521"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640599105","title":"交银国际:维持领展房产基金(00823)“买入”评级 目标价45.70港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2640599105","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640599105?lang=zh_cn&edition=full","pubTime":"2026-06-02 11:42","pubTimestamp":1780371753,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,交银国际发布研报称,领展房产基金2026财年业绩营运压力与预期相若,派息符合预期,同时领展以必需消费为主的香港零售组合面对北上消费展现出韧性。该行维持买入评级及目标价45.70港元。交银国际主要观点如下:2026财年每单位派息符合预期领展公布其2025/26财年全年业绩,收入/净物业收入分别同比下跌2.0%/3.7%至139.38亿/102.30亿港元,主因中国香港零售部分年内租金调整率为负8.2%。中国香港停车场收入25.05亿港元,基本维持稳定。","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/1448949.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":"2640877729","title":"大行评级丨花旗:领展最坏时期已过,目标价上调至44.8港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2640877729","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640877729?lang=zh_cn&edition=full","pubTime":"2026-06-01 11:17","pubTimestamp":1780283822,"startTime":"0","endTime":"0","summary":"花旗发表研报指,领展最坏时期已过,呈现一系列正面发展,包括香港零售租户销售改善及现金租金回稳、完成出售新加坡零售资产后利用所得款项进行回购,以及预期将于2027财年首财季至次财季委任新行政总裁。该行将领展评级由“中性”上调至“买入”,目标价由36.8港元上调至44.8港元。花旗预计,领展2027财年香港零售续租租金调整率将录得负7%至8%,但有望在2028财年回稳至持平。尽管市场已充分知悉零售续租租金调整的逆风,但管理层在租务、租户组合优化及成本重整方面的努力,可望缓冲2027财年每基金单位分派的影响,该行料2027财年每基金单位分派按年跌约2%。","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/20260601/32265869.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","C"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640987143","title":"中信里昂:下调领展房产基金(00823)目标价至48.5港元 重申“跑赢大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2640987143","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640987143?lang=zh_cn&edition=full","pubTime":"2026-06-01 11:03","pubTimestamp":1780283027,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中信里昂发布研报称,鉴于DPU下调以及美国国债收益率上升,导致所需股息率增加,下调领展房产基金(00823)目标价1.4%,从49.2港元降至48.5港元,重申“跑赢大市”评级,认为该公司仍是首选之一。该行表示,领展2026财年(截至3月31日)的业绩基本符合预期,每基金单位分派(DPU)的轻微下滑主要反映香港和中国内地租金市场持续不利的趋势。管理层已将投资组合中5-10%的资产认定为非核心资产,并表示这些资产可能会逐步剥离。此外,管理层已承诺将出售Thomson Plaza所得扣除支出的出售净额用于回购单位。该行认为,将资金重新投入单位回购将有助于提高DPU和股东回报。","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/1448329.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":["EWH","00823"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639362301","title":"花旗:升领展房产基金(00823)评级至“买入” 目标价上调至44.8港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2639362301","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2639362301?lang=zh_cn&edition=full","pubTime":"2026-05-29 16:59","pubTimestamp":1780045176,"startTime":"0","endTime":"0","summary":"花旗预计,领展2027财年香港零售续租租金调整率将录得负7%至8%,但有望在2028财年回稳至持平。","market":"fut","thumbnail":"https://img.zhitongcaijing.com/image/20260529/20260529170005_67433.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260529/20260529170005_67433.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1447752.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":"highlight_zhitongcaijin","symbols":["EWH","00823"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639197641","title":"美银证券:升领展房产基金(00823)目标价至46港元 复苏能见度改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2639197641","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2639197641?lang=zh_cn&edition=full","pubTime":"2026-05-29 13:47","pubTimestamp":1780033659,"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)3月底止2026财年业绩符合预期,重申“买入”评级,并将目标价由44港元上调至46港元,反映中期每基金单位分派预测上调。令人鼓舞的是,领展香港零售即期租金及租户销售已趋稳定,支持2028财年起恢复租金增长。报告指,除近期出售新加坡商场所得资金用于15亿元回购外,管理层亦透露有活跃的资产出售管线,非核心资产占组合5%至10%,可支持进一步回购。管理层对2027能财年维持稳定净收入及每基金单位分派的信心,亦较市场预期为佳。","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/1447618.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":["161027","00823","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1163731634","title":"异动解读|领展房产基金盘中上涨3.18%,全年业绩发布物业净收益超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1163731634","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1163731634?lang=zh_cn&edition=full","pubTime":"2026-05-29 09:45","pubTimestamp":1780019105,"startTime":"0","endTime":"0","summary":"5月29日,领展房产基金盘中上涨3.18%,报41.34港元,成交额1.67亿港元。消息面上,领展房产基金于前一日发布全年业绩,录得总收入约139.38亿港元,同比减少2%;物业收入净额约102.3亿港元,显著高于市场预估的97.6亿港元。每基金单位分派约253.61仙,符合市场预期。管理层同时表示,未来计划通过剥离非核心资产及加速基金单位回购,以保持盈利稳定并保障派息表现。物业净收益超预期叠加资产优化战略,提振市场信心。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["00823"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1164203121","title":"领展房产基金财年收入录得139.38亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1164203121","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1164203121?lang=zh_cn&edition=full","pubTime":"2026-05-28 16:42","pubTimestamp":1779957743,"startTime":"0","endTime":"0","summary":"领展房地产投资信托基金公布其财年业绩,录得总收入达139.38亿港元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["03121","BK1098","BK1521","BK1256","00823"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1132808011","title":"领展房产基金:寻求价值变现机遇并计划剥离非核心资产","url":"https://stock-news.laohu8.com/highlight/detail?id=1132808011","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1132808011?lang=zh_cn&edition=full","pubTime":"2026-05-28 12:09","pubTimestamp":1779941352,"startTime":"0","endTime":"0","summary":"领展房产基金正致力于探索价值变现的潜在机会,同时计划退出其非核心资产组合。这一战略举措旨在优化其投资组合结构,释放资产价值,并进一步聚焦于核心业务领域的发展。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03121","BK1098","BK1521","BK1256","00823"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634680492","title":"瑞银:升领展房产基金(00823)目标价至47.2港元 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":"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://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":"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/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":["EWH","00823"],"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 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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":"sg","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":["BK1601","BK1256","BK1229","LU0229494975.USD","BK1258","IE00BHRH8C09.USD","00823","IE00BG0RBZ43.SGD","LU2226123490.SGD","00014","LU1316543674.SGD","LU2226123227.USD","LU1328615791.USD","BK1521","03121","BK1534","BK1098","01997","IE00BHRH8D16.HKD"],"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 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