You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
惠譽博華料今年大多數內房信用質量不再惡化
評級機構惠譽旗下中國全資附屬惠譽博華稱,去年房地產行業銷售深度下挫,投資跌幅持續擴大,融資萎縮嚴重。房企盈利普遍下滑,不同所有制房企的銷售與財務表現分化顯著擴大,民營房企下滑尤為明顯。11月以來,重磅支持政策魚貫而出並加速落地,「房住不炒」基調下轉向全面「救市」。 惠譽博華預計,2023年,宏觀經濟復甦與政策鼎力支持將合力推動房地產行業銷售徐緩爬升,但全年銷售金額大概率仍維持下跌,跌幅在5%左右。伴隨民營房企再融資渠道次第重啟,行業融資環境將逐漸回暖至合理水平,並引領經營穩健的民營房企重歸土地市場。「保交樓」將持續發力支撐房地產施工投資,預計全年行業投資降幅將有所收窄甚至趨近0%。 惠譽博華對房地產開發行業的展望為「低景氣穩定」。這反映了短期內房地產行業景氣度仍將維持低位,銷售、投資增速仍然趨於承壓;大多數房企的財務表現與信用質量已至谷底,預計不會迅速提升,但受益於融資環境邊際改善,大多數房企的信用質量亦不會繼續惡化。
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.
uSMART
Wealth Growth Made Easy
Open Account