房地产股万科企业(02202)今日在港股盘中大幅下挫6.14%,引发市场广泛关注。
消息面上,万科企业目前正面临较大的债务压力,预计今年公司存在约500亿元人民币的资金缺口。与此同时,万科董事会及管理层人员调整,表明公司大股东深铁集团对万科的管控力度增强,或将影响公司原有的市场化运营模式。
一些分析人士认为,尽管与深铁集团的关系更加紧密或有助于提振购房者信心,但鉴于万科较大的债务到期规模,其销售状况以及深铁集团将提供怎样具体支持仍是化解债务风险的关键。在公司优质项目加速去化、销售压力仍较大的情况下,万科2025年的现金流压力可能持续。
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