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惠譽上調明年內房行業展望至「穩定」 銷量料按年相若
阿思達克 12-12 12:53

評級機構惠譽發表報告,料內地發展商明年仍面對困難環境,銷量增長料持平,銷售價格則料輕微上升。不過,該行上調行業展望,由今年的「負面」上修至「穩定」。該行相信內地政府有充裕空間調節政策以支持穩定發展。

該行料明年銷量增長介乎負5%至正5%,與2018及2019年增長介乎1.5%至2%相若。由於最受經濟放緩影響,低端城市或面對銷售倒退;二線、先進三線城市則料有最大增長。房價料大致穩定,因受到政府緊密監管。

在房市放緩下,發展商戰略各異,行業整合持續,小型內房面對流動性緊張,將被迫減價吸客或將項目出售予大型內房。對絕大部分惠譽覆蓋的內房而言,只要合約銷售維持穩定,該行不預期再融資風險高企。

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