领展后疫情增长方案：共享办公、售卖机、表演引流与大湾区布局（撰稿人持有领展股票）》 English： “Link REIT Post‑Pandemic Growth Plan: Co‑Working, Vending, Performance‑Led Traffic and GBA Expansion (Author Holds Link Units)”
本增进业务发展方案，由持有领展房地产投资信托基金（0823.HK）单位的投资者叶沛文先生撰写。方案针对疫情后全球经济环境转变，提出四大方向：
- 于优质地段低吸商厦并改作共享办公室，顺应 WFH 趋势；
- 引入自动售卖机网络及专铺，提升小空间租金收益与租户多元化；
- 以「街头表演＋观众投票＋商场现金券」组合，强化商场独特性、延长逗留时间并带动租户销售；
- 配合大湾区发展，积极物色大湾区物业以捕捉新增需求。
撰写人现持有领展股票，故方案设计兼顾短期租金现金流与中长期资产增值，并设六个月回复期及保密条款，以保障知识产权及商业机密。
联络：叶沛文先生｜电邮：ex@cclight.hk
English Summary
This business enhancement proposal is authored by Mr. Yip Pui Man, an investor who currently holds units in Link REIT (0823.HK). In response to post‑pandemic macro shifts, the plan outlines four initiatives:
- Acquire prime commercial buildings at depressed prices and convert them into co‑working spaces aligned with WFH demand;
- Deploy a vending‑machine network and dedicated vending shops to raise rental yield per sq ft and diversify the tenant mix;
- Introduce “street performances + QR‑code audience voting + mall cash vouchers” to differentiate malls, extend dwell time, and lift tenant sales;
- Proactively source Greater Bay Area assets to align with government development and capture rising demand.
As the author holds Link REIT stock, the proposal balances near‑term rental cash flow with medium‑ to long‑term asset appreciation, and includes a six‑month response window plus confidentiality terms to protect intellectual property and commercial sensitivity.
Contact: Mr. Yip Pui Man | Email: ex@cclight.hk