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港股異動丨內房股下挫 陽光城提出美元債新換舊
格隆匯11月2日丨內房股下挫,融創中國跌逾8%領跌,龍湖集團跌近6%,中國奧園和世茂集團跌超5%。陽光城昨日宣佈對旗下部分美元債提出交換要約,且對剩餘美元債徵求投資者支持修訂契約,以改善公司流動性及避免短期內償付違約等。穆迪表示,將陽光城評級調降至CAA2/CAA3,將評估未來是否進一步降評,並稱降級是反映更多流動性風險,因現金緩衝減弱、近期有大量債務到期且融資渠道受限。此外,泰禾集團(000732.SZ)表示短期流動性出現困難,截至第三季報披露日,已到期未歸還借款金額為496.88億元人民幣,現正全力推進債務重組。

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