中信证券(600030)对四季度房地产(881153)市场的判断正在变得更明确:房贷贴息落地后,符合条件购房者的利息负担有望减少约三分之一,低线城市成交可能获得更明显的带动。但“销售回暖”与“房企现金流修复”之间,隔着一条不能跳过的传导链。真正需要回答的问题不是有没有项目卖得好,而是成交能否持续、能否形成回款,并最终穿透房企的资产负债表。9月的市场已经出现局部升温。亿翰智库统计的106家典型房企中...
Source Link中信证券(600030)对四季度房地产(881153)市场的判断正在变得更明确:房贷贴息落地后,符合条件购房者的利息负担有望减少约三分之一,低线城市成交可能获得更明显的带动。但“销售回暖”与“房企现金流修复”之间,隔着一条不能跳过的传导链。真正需要回答的问题不是有没有项目卖得好,而是成交能否持续、能否形成回款,并最终穿透房企的资产负债表。9月的市场已经出现局部升温。亿翰智库统计的106家典型房企中...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.