《大行報告》大摩:龍湖(00960.HK)獲內地民企融資計劃支持 監管機構對行業支持日益增加
龍湖集團(00960.HK)今早股價抽上,盤中曾高見17.54元一度彈高24.4%,最新報16.76元升18.7%。旭輝(00884.HK)股價飆升25%報0.9元。
就中國銀行間市場交易商協會公布,昨日(10日)受理龍湖200億元人民幣儲架式註冊發行,中債信用增進公司同步受理企業增信業務意向;除龍湖集團外,還有多家民營房企亦正在溝通對接發債註冊意向,交易商協會及中債增進公司正在積極推進受理評議工作。摩根士丹利發表報告表示,該計劃的執行速度快於預期,表明監管機構對房地產行業的關注和支持正日益增加。
但該行亦表示,短期內民企整體融資的顯著改善持謹慎態度,考慮到國企房企,如萬科(02202.HK)、金地集團(600383.SH)和部份優質民營企業將是主要受益者,而大多數民營內房(特別是已經呈債務違約的民營企業)可能僅從該債務出售計劃中輕微受益。
大摩指,中國銀行間市場交易商協會受理龍湖200億元人民幣儲架式註冊發行,規模較預期大(佔配額8%),或意味著只有選擇性的民企才能獲得相關配額。
中國銀行間市場交易商協會早前公布,繼續推進並擴大民營企業債券融資支持工具,支持包括房地產企業在內的民營企業發債融資,預計可支持約2,500億元人民幣民營企業債券融資,後續可視情況進一步擴容。(wl/u)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.