融创中国(01918)今日盘中大跌5.26%,引发市场关注。消息面上,有媒体引述知情人士透露,融创中国正与主要债权人讨论将所有离岸债券转为股本的计划,这一消息可能引发了投资者的担忧。
据报道,融创中国持续面临流动性问题,已启动第二次离岸债务重组工作。知情人士称,债权人可选择的方案包括不同转换期的强制性可转换债券,最终将转换为股票。目前,包括可转债定价在内的细节仍在讨论中,可能还会有变化。如果该计划得以实施,这将是中国大型开发商首次将其所有美元债券转换为股票。
值得注意的是,融创中国在2022年曾对一只美元债券违约,并在次年完成离岸重组。目前,香港法院针对融创的清盘聆讯已押后到4月28日举行,公司面临着就重组协议取得进展的压力。这一系列消息可能加剧了市场对融创中国财务状况的担忧,导致股价下跌。投资者应密切关注公司后续的债务重组进展及其对公司经营的潜在影响。
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