邁上新台階！惠譽上調新城發展、新城控股(601155.SH)評級至“BB+”
12月4日，國際三大評級機構之一惠譽(Fitch Ratings)宣佈，將新城發展(01030.HK)的長期本外幣發行人評級和其子公司新城控股(601155.SH)的長期外幣發行人評級由“BB”上調至“BB+”，評級展望為“穩定”，同時將新城發展、新城控股、新城環球的高級無抵押債券評級上調至“BB+”。
主體評級的上調，體現了國際資本市場對新城穩健發展策略的認可。
值得一提的是，基於公司優化的治理結構，此次惠譽還提升了新城ESG評分。
而在一個月之前的11月2日，國際評級機構標普宣佈，將新城發展和新城控股的評級展望從BB “穩定”上調至BB “正面”。
保持規模之際，新城控股追求高質量、穩健、可持續增長，這也將是其長期堅持的戰略路徑。惠譽和標普紛紛上調公司評級的舉措，也反映了國際評級機構對新城持續業績增長和穩健財務表現的充分肯定。
惠譽指出，10月份新城銷售恢復同比正增長，權益佔比超過7成，相信公司能夠實現2500億銷售目標。此外，公司現金回款率超過90%，預計2021-2022年能維持2500億-2700億的銷售規模。
惠譽對新城的穩健財務表現給予認可。惠譽表示，預計至2020年底，新城的淨負債率依然能維持在40%以下。
新城控股於8月份發佈的半年度報告顯示，截至半年度末期，新城控股在手現金餘額649.95億元，現金短債比超過1.73倍，淨負債率同比大幅下降約41.56個百分點。這些數據表明，公司流動性充裕，且具備較強的償債能力。
新城控股於10月29日發佈的三季報則顯示，今年前三季度，新城控股實現營業收入700.9億元，同比增長137.11%；歸屬於上市公司股東的淨利潤47.36億元，同比增長26.91%；扣非淨利潤42.7億元，同比增長39.21%。
新城長期以來堅持“住宅+商業”雙輪驅動戰略，這也是公司得以快速發展的戰略優勢。在商業板塊，持續恢復的租金收入能為公司帶來源源不斷的現金流。截至今年6月底，吾悦廣場已開業面積達586.62萬平方米，同比增長42.72%，上半年實現租金收入21.32億元，同比增長22.46％，平均出租率達96.08％。
截至11月25日，新城已在全國佈局148座吾悦廣場，累計開業81座。據悉，12月份新城控股將迎來11座吾悦廣場的開業。
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