2025
May 06
Video
惠誉聚焦中国 - 中国房地产市场近期数据优于预测；可持续性仍不确定
惠誉评级认为，尽管全国新建商品住宅市场于近期有所回暖，但该市场或面临人口结构变化、未售库存高企和购房者住房支付能力较低等结构性痼疾所带来的持续性挑战。一线城市住宅销售复苏初现，但可持续性仍有待观察。此外，惠誉预期首批专项债资金可能主要用于从城投及国有地产企业回购土地，短期内对民营房企资产负债表的潜在正面影响可能有限。
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