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美銀:對人行出臺支持民企債融資計劃感到驚喜 料碧桂園等股受惠

由人民銀行主管的中國銀行間市場交易商協會公佈,繼續推進並擴大民營企業債券融資支持工具(第二支箭),支持包括房地產企業在內的民營企業發債融資,預計可支持約2,500億元人民幣民營企業債券融資,後續可視情況進一步擴容。

美銀證券中國房地產行業發表報告表示,對人行今次推出新支持措施感到驚喜,認爲近期內地房地產行業的反彈,包括一些陷入困境的股票,可能部分反映了這種政策舉措,但人行將直接爲債券購買提供資金超出了該行的預期。

美銀證券估計,潛在受惠上述消息的內房開發商包括雅居樂、美的置業(3990.HK)、龍湖、碧桂園、新城發展(1030.HK)、旭輝(0884.HK)、金地(600383.SH) 、卓越、新希望(000876.SZ)、德信地產、大華集團、仁恆置地。該行指相關上市房企,截至今年上半年的短期債務總額爲2,500億人民幣。

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