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行业目前唯一获标普投资级地方国企,越秀地产逆势表现立新标杆
21世纪经济报道· 2025-08-25 13:06
8月25日,国际评级机构标普授予越秀地产"BBB-"长期发行人信用评级,展望稳定。标普认为, 稳定展望反映越秀地产作为越秀集团核心子公司的地位,标普预期其在行业挑战下未来1至2年保 持市场竞争力。 时至今日,能够同时获得国际评级机构认可的房企已寥寥可数。 越秀地产此时获得投资评级意味着,在市场暖风频吹的当下,优质房企能够获得更多的发展 机会,这也是国际评级机构力挺的缘由。越秀地产稳守投资级"阵营",不仅彰显企业基本面 的健康,也释放出市场对优质国资房企的信心。 标普在评级报告中指出,越秀地产在高能级城市的土地储备支撑了销售表现,预计越秀地产 的合同销售额将在2 0 2 5年达到约1 2 0 0亿元,较2 0 2 4年增长4%- 5%。这主要归因于越秀慈善在 北京和上海高端项目的销售表现令人满意。 近期,房地产市场止跌回稳的信号强烈。政府近日再强调要采取有力措施巩固房地产市场止 跌回稳态势,结合城市更新推进城中村和危旧房改造,多管齐下释放改善性需求。 本月以来,一线城市中的北京、上海也陆续优化房地产政策,市场逐渐筑底。在此背景下, 诸如越秀地产这类优质的国资房企或将抓住投资机会,乘势而上。 精准投资助销售增长 ...
继惠誉上调展望后 标普授予越秀地产投资级评级
Zheng Quan Ri Bao Wang· 2025-08-25 10:41
本报讯(记者陈潇)8月25日,国际三大评级机构之一的标普发布报告,授予越秀地产股份有限公司(以下 简称"越秀地产")投资级评级,评级展望为稳定。与此同时,标普授予公司的长期发行人信用评级 为"BBB-"。至此,越秀地产成为行业内唯一获得标普投资级评级的地方国企。 标普在评级报告中强调,越秀地产获得该评级主要得益于其强大的政府与越秀集团支持背景、高度集中 于高能级城市的土地储备以及多元顺畅的融资渠道。越秀地产作为越秀集团的核心企业,同时获得广州 市政府对维持房地产稳健发展的持续支持。此外,标普指出,公司长期深耕一线及强二线城市,良好的 市场口碑与经济韧性强的区域布局为其业绩提供了稳定支撑。 事实上,越秀地产近期屡获国际评级机构正向评价。两个月前,惠誉也上调了越秀地产评级展望至"稳 定",并维持"BBB-"投资级评级,为今年惠誉首次上调房企评级。越秀在短时间内接连获得标普和惠誉 的认可,迅速引发市场关注。业内普遍认为,国际资本市场对中国房地产行业预期正逐步改善。 国际评级机构接连看好释放行业积极信号 2022年起,因融资收紧与销售不佳,多家房企陷入流动性危机,国际评级机构纷纷看空中资房企,并接 连下调评级。如今, ...
供应井喷,海珠西新盘迎来入市后首个关键营销节点
Sou Hu Cai Jing· 2025-05-02 09:28
Core Insights - The "May Day" holiday marks a crucial marketing period for the Guangzhou real estate market, particularly in the Haizhu District, which has become one of the most competitive areas for property sales in the city [1][2] - Haizhu District recorded an average transaction price of 7.6 million yuan for residential properties from January to April, ranking second in the city, while the new supply-demand ratio of 2.29 is significantly higher than other districts [1] - The district has a substantial inventory of 4,542 residential units with a depletion cycle of 14.7 months, indicating a competitive market ahead as more residential land parcels are expected to be supplied [1][2] Market Dynamics - New projects such as Greentown Fuxiangyuan and Yuexiu Jiangwan Chaoqi are set to launch in the first half of 2025, and developers are leveraging new regulations to expedite sales during the holiday [2][3] - The average price for new homes in Haizhu has seen a decrease, with some projects offering significant discounts to attract buyers, indicating a shift in market dynamics [2][5] - The introduction of new housing regulations on May 1 is expected to enhance the market's acceptance of compliant products, potentially increasing transaction volumes [7] Sales Strategies - Developers are adopting aggressive pricing strategies to boost sales, with some projects reducing prices significantly to stimulate demand during the holiday period [5][7] - The trend of "pre-holiday rush" sales has become common, with many new projects offering substantial discounts and incentives to encourage quick sales [3][5] - The overall market sentiment is optimistic, with an increase in buyer inquiries and a rise in transaction rates observed in the lead-up to the holiday [7]