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:內地房地產市場出現企穩跡象 回暖勢頭料本季延續
評級機構惠譽發表報告指,今年來內地房地產市場已顯現企穩跡象,預期受惠於經濟持續復甦、政府的支持舉措以及去年同期的低基數,樓市溫和回暖勢頭將在第二季延續。 惠譽預期,若復甦勢頭持續,國有房企和少數未出險的民營房企將成為主要受惠者,因為這些企業財務實力更為雄厚,能夠啟動新項目並為市場補充待售房源。 不過,惠譽預計房地產銷售趨穩不會拉動出險房企顯著復甦,特別是正在經歷債務重整的房企。由於「保交樓」仍是中國政府的優先事項,許多此類房企將不得不調動其大部分資源確保爛尾項目在未來幾年順利竣工並完成交付。購房者對此類房企的信心下滑,且恢復尚需時日,這亦可能提高其項目的營運資金要求。 融資環境亦將維持分化態勢,因為大多數受困房企的合同銷售額在中短期內趨穩的可能性較低。對國有房企及財力較強的民營房企而言,其流動性及融資狀況的持續改善也將繼續取決於新建商品住宅銷售更為普遍的回升。 惠譽的基準假設預測,繼2022年下降28%後,今年全國新建商品住宅銷售額將下滑0%至5%,房價將大致持穩。若近期高線城市樓市持續回暖並形成趨勢,進而提振民營房企的銷售表現及現金流生成,則惠譽或調升此前的基準情形預期。
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