Core view:
With a good credit foundation, the actions of central enterprises, state-owned enterprises and steady private enterprises in financial institutions and investors have been promoted in an orderly manner and achieved phased results. However, the channel for the sound development of enterprises has not been opened, the front road has been opened, the back road is closed, and enterprises are still unable to get through. Therefore, it is still a top priority to improve the market situation and inject a sense of trust into consumers, Let the enterprises with better qualifications go their own way, let the enterprises that have been or are about to be in danger a channel for self-help or benign launch, treat each subject differently, so that the industry can really embark on a virtuous cycle, and then guide the enterprises to serve the achievement of long-term goals.
Since November, Poly Developments And Holdings Group Co.Ltd(600048) , China overseas development, China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Yuexiu real estate and other enterprises have started the bond issuance mode, and the financing end seems to release positive signals. Do real estate enterprises have new hope in financing, and can the trend of tight liquidity be reversed? Can the financing opening alone solve the problem of real estate enterprises? When the market remains unchanged, can central enterprises and state-owned enterprises support the whole market?
