《領展後疫情增長方案：共享辦公、售賣機、表演引流與大灣區佈局（撰稿人持有領展股票）》 English： “Link REIT Post‑Pandemic Growth Plan: Co‑Working, Vending, Performance‑Led Traffic and GBA Expansion (Author Holds Link Units)”
本增進業務發展方案，由持有領展房地產投資信託基金（0823.HK）單位的投資者葉沛文先生撰寫。方案針對疫情後全球經濟環境轉變，提出四大方向：
- 於優質地段低吸商廈並改作共享辦公室，順應 WFH 趨勢；
- 引入自動售賣機網絡及專舖，提升小空間租金收益與租戶多元化；
- 以「街頭表演＋觀眾投票＋商場現金券」組合，強化商場獨特性、延長逗留時間並帶動租戶銷售；
- 配合大灣區發展，積極物色大灣區物業以捕捉新增需求。
撰寫人現持有領展股票，故方案設計兼顧短期租金現金流與中長期資產增值，並設六個月回覆期及保密條款，以保障知識產權及商業機密。
聯絡：葉沛文先生｜電郵：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