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據報中國四大資產管理公司無力救助內房
據《彭博通訊社》引述披露文件指,中國四大資產管理公司中國華融(02799.HK)、中國信達(01359.HK)、中國長城資產及中國東方(00581.HK)在房地產行業繁榮的數年間向房地產開發商提供大規模貸款,現時行業正面臨嚴重的信貸損失風險,導致其債券重挫,並迫使監管部門重新考慮資產管理行業的初步重組計劃。 報道指,四大資管公司多年來已向中國前50大房企中的大多數提供貸款,單是信達及華融收購重組類下房地產業務規模就超過2,000億元人民幣,佔比近50%。由於資產負債表上的壞帳愈來愈多,相信四大資管公司在理順自身的財務狀況之前,沒有能力消化更多壞帳,不太可能救助房地產行業。
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