The biggest fear investors should have with the crisis gripping overly indebted Chinese real estate developer Evergrande is global contagion, argues Goldman Sachs. "The danger is precisely the contagion effect, should a default occur without clear 'ring-fencing' of spillovers to other parts of the real economy or financial sector. Events over the past week suggest risks of inching toward that direction," said Goldman Sachs Hui Shan in a research note on Monday. Shan points out that he is already seeing signs of "contagion" — a word that skyrocketed into financial media lexicon during the Great Financial Crisis when the liquidation of Lehman Brothers pressured all asset markets globally — related to Evergrande. "Equities and bonds issued by other developers with high leverage have sold off. Protests at Evergrande offices across China may cause reluctance among potential homebuyers more broadly. Financing pressure faced by property developers has contributed to failed land auctions in a number of cities," said Shan. Some of the firms with significant holdings of Evergrande bonds are Ashmore Group PLC ASHM, -4.77% and HSBC Holdings PLC HSBA, -3.82%, both of London; BlackRock Inc. BLK, -3.16%, based in New York; and UBS Group AG UBSG, -6.56% of Zurich.
地产、保险、银行、科网股齐跌 香港本地地产股集体大跌。截至收盘,恒基地产跌超13%、新世界发展跌超12%、新鸿基地产跌超10%,长实集团跌超9%。
新力控股集团今日盘中一度急跌90%,市值蒸发123亿港元,午后紧急停牌,停牌前跌超87%,股价跌破1港元至0.5港元。此前惠誉将其评级展望下调至负面。 该公司2021年半年度报告显示,前二季度净利润7.64亿元,同比下降7.06%;营业收入112.19亿元,同比增长28.91%;公司总资产1120.38亿元,同比增长9.03%。
恒大概念股跌幅居前。内房股中国恒大盘中一度跌超18%,收跌10.24%至2.28港元。此外,恒大物业跌10%,恒大汽车跌6%。
内险股集体走低。众安在线跌8.4%,中国太保跌6.3%,中国人寿跌5.1%。中国平安盘中一度跌超8%,创2017年6月以来新低,收跌5.78%至51.35港元。
此外,大型科网股继续下挫。京东集团跌超4%,快手跌近3%,美团、阿里巴巴跌超2%。 午后,内银股集体下跌。招商银行盘中一度跌近11%,收跌9.38%。重庆农商行、重庆银行跌超6%,渤海银行、民生银行、中信银行跌超5%,邮储银行、建设银行、农业银行跌超4%。
-- 看2020人口普查不算太差啊,是不是习大大看到的真实的人口出生率,急了?
不管啥原因,这房子问题要是能解决了,以后还能腾飞一把
+1
真要敢解决能解决连任就连任吧,比影帝强
应该是这个原因
同意
表面数据是难产一个月后凑出来的,真实数据应该惨不忍睹
嗯 这个源头找的好
房价真跌了再说吧
The biggest fear investors should have with the crisis gripping overly indebted Chinese real estate developer Evergrande is global contagion, argues Goldman Sachs.
"The danger is precisely the contagion effect, should a default occur without clear 'ring-fencing' of spillovers to other parts of the real economy or financial sector. Events over the past week suggest risks of inching toward that direction," said Goldman Sachs Hui Shan in a research note on Monday.
Shan points out that he is already seeing signs of "contagion" — a word that skyrocketed into financial media lexicon during the Great Financial Crisis when the liquidation of Lehman Brothers pressured all asset markets globally — related to Evergrande.
"Equities and bonds issued by other developers with high leverage have sold off. Protests at Evergrande offices across China may cause reluctance among potential homebuyers more broadly. Financing pressure faced by property developers has contributed to failed land auctions in a number of cities," said Shan.
Some of the firms with significant holdings of Evergrande bonds are Ashmore Group PLC ASHM, -4.77% and HSBC Holdings PLC HSBA, -3.82%, both of London; BlackRock Inc. BLK, -3.16%, based in New York; and UBS Group AG UBSG, -6.56% of Zurich.
新力控股集团有限公司(简称新力控股)是一家大型综合性物业开发商。新力控股在江西省的住宅物业开发业务占据了市场领先地位,并已经将业务拓展至长三角区域、粤港澳大湾区、中西部核心城市以及中国其他具有发展潜力的区域,实现了全国化布局。2019年11月,新力控股在香港联交所主板成功上市(股票代码:2103.HK)。 2020年3月17日 ,新力控股集团位列“2020中国房地产百强企业”第29位。
别忘了,还有一大批高价买了房,背着大笔房贷的年轻人呢。房价跌了,这些人生是不生?
重拳打击这么多行业,失业的,降薪的能生孩子么?受影响的基本都是中产吧,光教培行业就有几千万人。
出生率的影响10几年后才能出现; 开阔下思路, 也许是别的原因?
自住房是肛需,早买早享受。 -- agent