旭輝(00884.HK)林峯:行業如「魷魚遊戲」 要放棄幻想認真降槓桿 市場恢復需時
旭輝(00884.HK)行政總裁林峯發表以《房地產的青銅時代》爲題的文章,指近月內地地產行業經歷誕生以來最爲風雨飄搖時期,近幾個月來,如同「魷魚遊戲」,每星期都有一、兩家開發商倒下,行業陷入一個股債雙殺的螺旋式下降過程,認爲行業要放棄幻想,做好度過漫長冬天的準備。
林峯表示,行業的高速增長期已經過去,要換一種方式應對新的環境,應認認真真降槓桿,又指未來優秀房企的負債率可能要降至30%,目前各金融機構和市場客戶都還在觀望,認爲市場恢復還需要時間和耐心。
他又指,作爲國計民生的支柱產業,地產行業並不像想像中的暴利和高泡沫,有着城市建設者、來料加工商、財富搬運工、稅收代徵者及經濟壓艙石等重要功能,未來應發揮好壓艙石的作用。
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