14/09/2026
𝐌𝐞𝐝𝐢𝐚 𝐈𝐧𝐭𝐞𝐫𝐯𝐢𝐞𝐰 | 𝐒𝐅 𝐑𝐄𝐈𝐓 𝐂𝐄𝐎 𝐒𝐡𝐚𝐫𝐞𝐬 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 𝐨𝐧 𝐋𝐨𝐠𝐢𝐬𝐭𝐢𝐜𝐬 𝐏𝐫𝐨𝐩𝐞𝐫𝐭𝐲 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐢𝐧 𝐇𝐨𝐧𝐠 𝐊𝐨𝐧𝐠 𝐚𝐧𝐝 𝐂𝐡𝐢𝐧𝐞𝐬𝐞 𝐌𝐚𝐢𝐧𝐥𝐚𝐧𝐝
Recently, our Executive Director and Chief Executive Officer, Alan Lam, was interviewed by Hong Kong Cable Television, Commercial Radio Hong Kong, and Hong Kong Economic Times. He shared his views on the trends in the logistics property markets in both Hong Kong and the Chinese Mainland, as well as the company's latest development strategies. Below are the key takeaways from the interviews:
Hong Kong Market
The logistics property market in Hong Kong is still being impacted by new supply, putting short-term rental rates under some pressure. However, strong import and export trade in AI-related products, coupled with the continuous rise in e-commerce pe*******on, are providing positive support for leasing demand. Additionally, the planning direction for the Northern Metropolis is well-suited and is expected to open up new spaces for the logistics industry in the future. Nevertheless, the pace of land supply needs to be closely monitored to mitigate the risk of supply-demand imbalances.
Chinese Mainland Market
According to statistics from major international real estate advisory firms, the total inventory of high-standard warehouses nationwide is double between 2021 and 2025. While certain regions are facing oversupply and overall rental rates remain on a downward trend, a broader recovery will take time. That said, logistics demand in Tier-1 cities and core areas of strong Tier-2 cities remains relatively resilient and is expected to gradually stabilize.
Latest Company Updates
Our current strategy is to "stabilize our core business while expanding our asset base," with a priority on acquiring high-quality assets from our parent company in the Chinese Mainland. As of June 30, 2026, our overall occupancy rate reached 96.8%, and property valuations have remained largely flat. Looking ahead, SF REIT will continue to pursue an active capital management strategy and promote green logistics development, aiming to consistently create long-term and sustainable value for our unitholders.
You can click the link below to read the full interviews:
🔹Hong Kong Cable Television:
https://www.i-cable.com/%e8%b2%a1%e7%b6%93%e8%b3%87%e8%a8%8a/503060/%E9%A0%86%E8%B1%90%E6%88%BF%E8%A8%97-%E4%B8%80%E5%AE%9A%E6%9C%83%E7%9C%8B%E5%8C%97%E9%83%BD%E7%99%BC%E5%B1%95%E6%A9%9F%E6%9C%83-%E9%9B%BB%E5%95%86%E6%BB%B2%E9%80%8F%E7%8E%87%E6%8F%90
🔹Commercial Radio Hong Kong: https://www.881903.com/news/finance/2649576/ 順豐房託CEO香港物流地產處尋底期-大灣區尋收購標的
🔹Hong Kong Economic Times:
https://m.hkej.com/landing/mobarticle2/id/4512915/ 順豐房託物色收購內地項目
The above is a company-prepared summary and does not constitute any investment advice.
