中原建业（09982.HK）发布预警，预期截至2025年6月30日止六个月将录得亏损，与此前同期相比，业绩出现明显逆转。这一转变主要归因于房地产行业的持续低迷，以及公司在应收款项方面计提的减值损失。
集团表示，市场环境严峻，项目推进速度放缓，导致收入确认受到显著影响。与此同时，部分客户的付款能力下降，迫使公司对相关应收款项作出审慎评估，并确认了相应的减值拨备。
分析人士指出，这反映出当前中国房地产市场调整周期中，代建行业所面临的共同挑战。尽管公司管理层此前已采取措施应对下行压力，但行业整体复苏乏力，仍对财务表现构成沉重负担。
此次盈警公告揭示了公司在流动性管理及资产质量方面面临的考验。投资者需密切关注公司后续披露的详细财务数据，以评估其在这一轮行业洗牌中的韧性与调整策略。
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