《大行》摩通:万科(02202.HK)估值不吸引 反弹时“减持”

阿斯达克财经
Feb 13, 2025

《彭博》报道,内地政府正在制定方案,以协助万科(02202.HK) 填补约500亿元人民币(下同)的资金缺口。据悉,内地监管机构将分配200亿元的地方政府债券配额,用于购买万科未出售的房地产及空置土地,以便让集团能够偿还今年到期的公共及私人债务。另外,万科及其附属公司亦被允许利用其他融资工具,包括发行新债券以及承造银行贷款,但计划的最终具体细节尚未确定。摩根大通发表研报指,认为中国政府会尽力避免...

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