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【财经分析】德国新政府仍将军工及数字化列为政府重点
Xin Hua Cai Jing· 2025-05-08 09:30
当日市场表现受到波及,德国DAX指数在连续九日上涨后出现回调,市场短期震荡显现出对政治不确 定性的敏感。 经济振兴计划或快速提振市场 不过,随着默茨在第二轮成功当选并推动政府正式组建,市场氛围逐步回稳。德意志银行分析师穆尔贝 格(Marion Mühlberger)说:"只要新政府迅速启动其100天经济振兴计划,市场焦虑将迅速淡 化。"DAX此前已在3月创下23476点历史新高,关键支撑来自国防与基础设施投资预期。 默茨领导的黑红联盟已提出设立规模达5000亿欧元的基础设施基金,涵盖交通、能源、数字化等领域。 这一宏图计划有望在中长期提振建筑、机械制造、绿色能源与信息通信等板块表现。同时,德国长期债 券收益率在政局尘埃落定后上行至三周以来高位,反映出市场对财政扩张与资本需求的预期升温。 新华财经法兰克福5月8日电(记者马悦然)德国联邦议院6日举行总理选举,德国联盟党总理候选人弗 里德里希·默茨有惊无险,在首轮投票中意外失利后,最终在第二轮以325票当选新任德国总理。 选举当日,德国股市因默茨落选出现波动。DAX指数盘中一度跌破23000点,后因当选收复部分跌势, 最终收跌0.41%,中型股指数MDAX下跌0. ...
建信中关村REIT(508099)财报解读:净亏损3.32亿元,投资性房地产减值损失3.18亿元
Sou Hu Cai Jing· 2025-04-09 09:05
Group 1 - The core point of the report indicates that the Jianxin Zhongguancun REIT experienced a significant decline in revenue and incurred substantial losses during the reporting period [1][2] - The fund's revenue for 2024 was approximately 138 million, representing a year-on-year decrease of about 20% compared to 173 million in 2023 [2] - The net loss for the period was approximately 332 million, with goodwill impairment losses of about 8.45 million and investment property impairment losses of around 318 million, totaling 403 million [1][2] Group 2 - As of the end of 2024, the total assets of the fund were approximately 2.64 billion, down from 3.13 billion in 2023, while net assets were about 1.98 billion, compared to 2.38 billion in the previous year [2] - The occupancy rate of the underlying infrastructure projects improved to 72.09% as of December 31, 2024, an increase of 8.34 percentage points from 63.75% in the previous year, reflecting a year-on-year rise of 13.08% [2] - The average monthly rental income for the infrastructure projects decreased by 17.66% year-on-year during the reporting period, and the distributable amount for the fund fell by 48.20% [5]
消息人士:德国经济研究所将2025年的增长预测下调至0.1%
news flash· 2025-04-08 14:02
消息人士:德国经济研究所将2025年的增长预测下调至0.1% 金十数据4月8日讯,两位消息人士表示,德国经济机构已将今年的经济增长预期从去年9月份的0.8%下 调至0.1%,并补充说,这一修正尚未包括美国宣布的最新关税。德国是G7集团中唯一在过去两年未能 实现增长的经济体。特朗普宣布的关税将对欧洲最大的经济体造成重大打击,可能使其进入历史上第一 次连续三年衰退的轨道。二月大选后,由候任总理默茨领导的保守党和正在协商组建政府的社民党宣布 了一项5000亿欧元的基础设施基金,并对借贷规则进行全面改革,以加强国防和重振经济增长。 ...