高盛发表研究报告指,万科(02202.HK) 2025年业绩逊预期,全年净亏损886亿元人民币(下同),高于此前盈警预测的820亿元净亏损,主要由于期内计提560亿元减值拨备,加上合营及联营公司亏损扩大及税务开支高于预期,合共占净亏损约90%。报告指,万科流动性压力加剧,2026年到期债务达147亿元,其中113亿元集中于4至7月到期,而国企股东深圳地铁的支援似乎正在减少。今年首季合约销售按年大跌...
Source Link高盛发表研究报告指,万科(02202.HK) 2025年业绩逊预期,全年净亏损886亿元人民币(下同),高于此前盈警预测的820亿元净亏损,主要由于期内计提560亿元减值拨备,加上合营及联营公司亏损扩大及税务开支高于预期,合共占净亏损约90%。报告指,万科流动性压力加剧,2026年到期债务达147亿元,其中113亿元集中于4至7月到期,而国企股东深圳地铁的支援似乎正在减少。今年首季合约销售按年大跌...
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