在所有租户中，顺丰集团于2024年6月30日占可出租面积(可出租面积)的80.2%(2023年12月31日：80.1%)，并于报告期内为总收益提供约75.1%的贡献(2023年6月30日：73.1%)。已与顺丰集团租户签订的物业现存租约大部分将于2026年到期，租金因应租约订明的递增租金机制而按年增长，为顺丰房托提供了巩固的根基及高度稳定的收入。$SF REIT (02191.HK)$ For the 6 months ended June 30, 2024, S.F. Holding Real Estate Investment Trust achieved a profit of HKD 0.222 billion, a YoY increase of 1.6%, and distributable income of HKD 0.119 billion, a YoY increase of 1.9%. A distribution of HKD 0.1471 per fund unit was made, with a payout ratio of 100%.
S.F. Holding Real Estate Investment Trust has a high-quality investment portfolio consisting of four modern logistics properties strategically located at major logistics hubs, including Tsing Yi in Hong Kong (Tsing Yi Property) and Changsha in Hunan Province, Foshan in Guangdong Province, and Wuhu in Anhui Province in mainland China. All of these properties were developed to support the logistics operations of member companies of S.F. Holding Co., Ltd. (together with its subsidiaries, the S.F. Group).
During the reporting period, the Trust Manager maintained strong leasing performance by proactively establishing long-term and stable relationships with tenants. Through continuous communication, the Trust Manager was able to understand tenants' evolving business needs and provide flexible leasing arrangements to meet these needs. Therefore, as of June 30, 2024, the overall leasing level of S.F. Holding Real Estate Investment Trust's investment portfolio remained at a high level of 98.0% (December 31, 2023: 98.0%).
Among all tenants, the S.F. Group occupied 80.2% (December 31, 2023: 80.1%) of the rentable area (rentable area) as of June 30, 2024, and contributed approximately 75.1% of the total income during the reporting period (June 30, 2023: 73.1%). Most of the existing property leases with S.F. Group tenants will expire in 2026, and the rent will increase annually in accordance with the rent escalation mechanism prescribed in the leases, providing a solid foundation and highly stable income for S.F. Holding Real Estate Investment Trust.
During the reporting period, the Trust Manager successfully renewed or relet a total of approximately 0.0345 million square meters of expiring leases, accounting for 93.8% of the leases expiring in 2024. The Trust Manager has been committed to strengthening relationships with existing tenants to ensure a robust leasing level for the entire investment portfolio.
