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穆迪預計下半年內地公司債券違約個案增加
阿思達克 09-14 14:23
評級機構穆迪表示,中國人民銀行7月份下調存款準備金率50個基點,將爲境內債券市場增加流動性,但對企業融資渠道的影響將會有限且不一,此次降準向金融系統釋放約1萬億元人民幣流動性,下調存款準備金率後中國境內債券市場的情緒有所改善,因此境內企業發行的債券規模隨即回升,尤其是實力較強、國內融資渠道順暢的發行人。 穆迪指,7月份國內企業的5年中期票據融資成本均有所下降,但評級較高的中期票據(國內評級爲AAA或AA+)的信用利差收窄更爲明顯,考慮到境內市場情緒好轉或屬暫時性,中國企業和不同地區之間的信用分化預料將會繼續擴大。穆迪預計公司債券違約案例在2021年第二季度放緩之後,或會在下半年增加。
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