里昂：中国奢侈品消费转移至海外对恒隆的影响将减轻

金融界2023-02-06

观点网讯：2月6日，里昂发表研究报告指，恒隆地产去年纯利比该行预期低14%，不过核心的中国租赁业务表现良好。即使中国重新开放可能会将部分奢侈品消费转移至海外，但该行认为，由于较低的基数以及消费者习惯和奢侈品全球定价和供应格局的有利变化，集团能够很好地减轻影响。该行将恒隆地产2023及2024财年的盈测分别下调14.7%及19.4%。该行表示，内地各线城市的餐饮、票房、本地旅游、高端线下零售全面恢复...

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