小摩：估算西九IGC完全租出可令新鸿基地产(00016)租金收入增涨4.3%

智通财经03-16

智通财经APP获悉，摩根大通发布研报称，将成为新鸿基地产(00016)旗下西九龙西九艺术广场大楼的首个主要办公室租户，将于2028年迁离目前租用的观塘海滨汇。而位于中环遮打大厦的办公室未有迹象显示会搬迁。该行认为，此举进一步标志着西九龙成为新的金融枢纽，瑞银、摩根士丹利及德意志银行的办公室亦位于该区，有助加快新地旗下同样位于西九的IGC预租进度，对新地属正面消息。根据数据，环球贸易广场(ICC)的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2619431095?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-03-16 14:16","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2619431095","market":"sh","top_or_hot":-1,"title":"小摩：估算西九IGC完全租出可令新鸿基地产(00016)租金收入增涨4.3%","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，摩根大通发布研报称，将成为新鸿基地产(00016)旗下西九龙西九艺术广场大楼的首个主要办公室租户，将于2028年迁离目前租用的观塘海滨汇。而位于中环遮打大厦的办公室未有迹象显示会搬迁。该行认为，此举进一步标志着西九龙成为新的金融枢纽，瑞银、摩根士丹利及德意志银行的办公室亦位于该区，有助加快新地旗下同样位于西九的IGC预租进度，对新地属正面消息。根据数据，环球贸易广场(ICC)的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1414221.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小摩：估算西九IGC完全租出可令新鸿基地产(00016)租金收入增涨4.3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小摩：估算西九IGC完全租出可令新鸿基地产(00016)租金收入增涨4.3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-16 14:16 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1414221.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，摩根大通发布研报称，将成为新鸿基地产(00016)旗下西九龙西九艺术广场大楼的首个主要办公室租户，将于2028年迁离目前租用的观塘海滨汇。而位于中环遮打大厦的办公室未有迹象显示会搬迁。该行认为，此举进一步标志着西九龙成为新的金融枢纽，瑞银、摩根士丹利及德意志银行的办公室亦位于该区，有助加快新地旗下同样位于西九的IGC预租进度，对新地属正面消息。根据数据，环球贸易广场(ICC)的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1414221.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0149725797.USD","symbol_name":"汇丰美国股市经济规模基金","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1414221.html","article_id":"2619431095","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2619431095","pubTimestamp":1773641760,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，摩根大通发布研报称，将成为新鸿基地产旗下西九龙西九艺术广场大楼的首个主要办公室租户，将于2028年迁离目前租用的观塘海滨汇。假设IGC办公室平均租金为50港元，零售租金为100港元，办公室及零售部分的效率比率分别为80%及65%；在IGC楼面完全租出下，应可为新地的租金收入带来4.3%增长。以纯利计，料IGC将贡献新地盈利2.7%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80016":"新鸿基地产-R","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1316543674.SGD":"Janus Henderson Horizon Asia-Pacific Property Income A3 SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","BK4581":"高盛持仓","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","IE00B1G9TM23.USD":"FIRST SENTIER ASIAN PROPERTY SECURITIES \"I\" (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2226123227.USD":"Janus Henderson Horizon Asia-Pacific Property Income A5m USD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","SUHJY":"新鸿基地产ADR","JPMO":"JPM期权收益策略ETF-YieldMax","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4104":"贸易公司与经销商","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0224508324.USD":"SCHRODER ISF GLOBAL CITIES \"A\" (USD) ACC","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","BK4516":"特朗普概念","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","BK1559":"蓝筹地产股","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IGC":"IGC Pharma","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","BK4588":"碎股","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00BSPPW651.USD":"NEUBERGER BERMAN GLOBAL REAL ESTATE SECURITIES \"A\" (USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","03121":"华夏亚太房地产","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0971096721.USD":"富达环球金融服务 A","03145":"华夏亚洲高息股","00016":"新鸿基地产","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"translate_title":"Xiao Mo: It is estimated that the full lease of West Kowloon IGC will increase the rental income of SHKP (00016) by 4.3%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80016":0.6,"IGC":1.5,"03145":0.6,"SUHJY":0.6,"JPMO":0.6,"03121":0.6,"00016":1.5},"content_text":"智通财经APP获悉，摩根大通发布研报称，将成为新鸿基地产(00016)旗下西九龙西九艺术广场大楼的首个主要办公室租户，将于2028年迁离目前租用的观塘海滨汇。而位于中环遮打大厦的办公室未有迹象显示会搬迁。该行认为，此举进一步标志着西九龙成为新的金融枢纽，瑞银、摩根士丹利及德意志银行的办公室亦位于该区，有助加快新地旗下同样位于西九的IGC预租进度，对新地属正面消息。根据数据，环球贸易广场(ICC)的租金水平为每月每平方呎60至80港元，而IGC近期成交租金介乎每方呎45至55港元。假设IGC办公室平均租金为50港元，零售租金为100港元，办公室及零售部分的效率比率分别为80%及65%；在IGC楼面完全租出下，应可为新地的租金收入带来4.3%增长。以纯利计，料IGC将贡献新地盈利2.7%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2619431095","isCrawlerRequest":true}