世茂集团(00813)今日盘中大幅下跌9.3%,引发市场广泛关注。这一下跌行情或与内地及港股房地产股集体走低有关。
消息显示,惠誉评级预计2025年中国内地和香港商业地产投资企业将继续面临挑战。由于写字楼市场供过于求、零售额疲软,惠誉授评发行人的运营指标料将走弱,出租率和租金率也将承压。
惠誉预测,惠誉授评内房发行人的租金收入或将呈现低个位数百分比下滑,尽管部分发行人受惠于新增投资物业租金收入而抵消了现有写字楼组合租金的下降。而零售消费疲软也推高了零售物业潜在的续租租金下调风险,分成租金亦可能下降。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.