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研報掘金丨方正證券:萬科A融資端再迎重大進展,維持“推薦”評級
方正證券研報指出,萬科A(000002.SZ)融資端再迎重大進展,信用加速修復進行時。萬科以旗下萬緯物流股為抵押物,與招商銀行等頭部金融機構簽訂協議,獲得200億元銀團貸款,截至5月23日已到賬100億元。下一步,公司將繼續堅定行動,有信心、有能力在妥善處理到期債務的同時,積極主動、全面系統完成融資模式轉型。此次200億元銀團貸款有助於公司進一步提升流動性,且為2020年來,房企單筆金額最大的一筆貸款,體現了市場對萬科的充分認可與信心,公司信用正在加速修復。同時公司銷售穩居第一梯隊,積極去化、加速回款,疊加融資側的多方支持,流動性有望持續提升。維持“推薦”評級。
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