建材、建筑及基建行业公募REITS周报:周专题 关注建筑央国企应收款问题

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Sep 25, 2025

周专题:关注建筑央国企应收款问题近年来,在地方政府财政偏紧及房地产深度调整的背景下,主要建筑央国企的应收账款及合同资产规模占总资产的比例持续攀升,截至2025H1,个别地方国企应收账款及合同资产规模占总资产的比例过半,欠付现象较为普遍。长期应收款占总资产的比例整体相对较低,但个别央国企,长期应收款占总资产的比例也超过10%。从畅通债务链条的角度来说,在加强对中小企业及民营企业支付的同时,下游业主...

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