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《大行報告》大和:恆大(03333.HK)遭港法院頒令清盤 引其他違約開發商債權人密切關注 令已陷困境內房股價受壓
阿思達克 01-30 14:57
大和發表報告指出,中國恆大(03333.HK)遭香港高等法院頒令清盤,並委任清盤人,接管恆大及進行資產處置。然而,該行認為恆大境內資產是否會被執行清算存在許多不確定性,因為內地大多數城市與香港清盤案件互不認可;恆大大部分境內資產已被地方法院凍結;鑑於對社會穩定的潛在影響,該清盤令可能面臨來自內地政府的阻力。 此外,該行預期恆大被頒令清盤,將導致其他違約開發商債權人密切關注及仿效,或引來新一波清盤申請,對已陷困境內房股價受壓,並在一定程度上重燃利益相關者(如債權人、購房者及股東)對開發商流動性風險和專案交付能力的憂慮,可能部分抵銷中央政府近期政策的影響。
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