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据报恒大(03333.HK)「三条红线」全不达标 落後同业整体改善态势
阿思达克 04-13 15:26
据《彭博通讯社》整合数据所得,截至去年底止,在百大上市内房之间,有披露去年盈利的66家主要内房中,近一半达至「三条红线」标准,较去年6月底止仅14家内房过关有所改善,在大型内房之间,仅四家「三条红线」全不达标;当中中国恒大(03333.HK)进一步落後同业整体改善态势,「三条红线」亦全不达标。

「三条红线」包括资产负债率需大於70%、净负债率不得大於100%、短期借款不得超过现金储备,违者禁止借入贷款。内地当局致力控制内房信贷风险,迫使发展商去杠杆、分拆非核心资产,甚至透过配股集资强化资产负债表。

彭博分析指,恒大削债大计,部分取决於其非核心业务的配股集资。早前标普确认其「B+」信贷评级,展望由「负面」调整至「稳定」。截至昨日(12日),恒大未偿还债务及贷款总值1,990亿元人民币。报道称,恒大及富力地产(02777.HK)属杠杆情况未重大改善的两家大型内房。

恒大总裁夏海军上月在财报会议上表示,内地当局设定2023年中期为「三条红线」达标的最後期限,因此还有三年过渡期,该公司正努力在明年底之前达标。

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