穆迪:经济复苏尚未企稳 中国金融机构展望负面
国际评级机构穆迪表示,虽然预计中国经济将会逐渐复苏,明年GDP增长7%,但2021年中国金融机构仍然面临一定的经济和政策风险,包括经济复苏尚未企稳、纾困政策逐步退出以及金融服务业数字化程度迅猛发展等,对於明年中国金融机构的展望为负面,当中银行、不良资产管理公司、租赁公司的展望均为负面,证券公司和保险公司的展望则为稳定。
穆迪指出,中资银行仍将面临新增不良贷款的风险,同时其信贷成本维持在较高水平,进而会削弱银行的盈利能力和资本内生能力。不良资产管理公司剥离不良资产的难度会更大,因此将面临更高的资产风险。同时,全球航空业持续低迷导致租赁公司的境外飞机租赁业务依然承受压力。
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