【中信建投陈果:化债下的资产重估值得持续关注】金十数据11月8日讯,中信建投陈果团队认为,地方政府出台一揽子化债措施,不良资产的置换和管理成为重中之重,有助于地方AMC通过资产整合和结构优化提升盈利能力。同时,城农商行作为区域金融的核心参与者,参与不良资产重组和回收,建筑装饰和环保行业将在资金回笼和资产重估下改善财务状况。
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