汇丰研究发表报告指,万科(02202.HK) 近期发展引起市场忧虑,万科的股价和债券价格在1月16日均出现重大跌幅。该行基本预测是万科贷款在今年底前仍会为履约贷款(performing loan)。尽管万科的流动资金压力可能持续,但预期承保银行不会在年底前将万科风险敞口计入不良贷款。报告指,内地支持房地产市场16项措施已延长至2026年,为银行支持开发商提供更多政策支持。该行认为降低实际贷款利率是...
Source Link汇丰研究发表报告指,万科(02202.HK) 近期发展引起市场忧虑,万科的股价和债券价格在1月16日均出现重大跌幅。该行基本预测是万科贷款在今年底前仍会为履约贷款(performing loan)。尽管万科的流动资金压力可能持续,但预期承保银行不会在年底前将万科风险敞口计入不良贷款。报告指,内地支持房地产市场16项措施已延长至2026年,为银行支持开发商提供更多政策支持。该行认为降低实际贷款利率是...
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