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资本怪圈
08-13
$黄金主连 2412(GCmain)$
看样子中东会有一场大战!
资本怪圈
07-25
$陆金所(LU)$
啥科技公司,独角兽,水退了之后就是一家人力公司!
资本怪圈
06-25
$HK人民币主连 2407(CNHmain)$
人民币汇率进一步下行,房地产股基本清完。
资本怪圈
06-08
$黄金主连 2408(GCmain)$
非农数据对黄金是利空,空方利用这一数据做空,同时我国外储中本月没有增购黄金,这些对周二的黄金都有冲击。但我周二还会加仓黄金。原因是黄金大跌,美元指数并没有突破1 05,说明大跌只是短暂性的,高利率对美元的支撑效果在减弱,即使不降息,美元指数也不会大涨,降息反而了美联储担心的选项。那么黄金仍会反弹。另外外储上月没加购黄金,但黄金的储备价值以美元换算是上涨的。如果国际黄金价格下跌到央行觉得合适的价位仍会购买。第三,离岸人民币最近又到7.26左右,这对国内金价是支撑。
资本怪圈
04-14
$黄金主连 2406(GCmain)$
战争一响黄金万两。伊朗一炮而红
资本怪圈
2023-11-14
$中国平安(601318)$
平安股价估计是2008年金融危机以来最危险的时候,业绩一般,雷越爆越多,地产拖累集团整体投资。计提坏账对盈利影响,黑天鹅事件比如碧桂园,苏钢毒地,甚至还有陆金所。集团内能盈利的部门不多,预计明年继续 做减法,期待在后年2025年
资本怪圈
2023-11-05
$HK人民币主连 2312(CNHmain)$
巴以再打下去中东有钱人真是清空美债换黄金和人民币。666。资本回流在即
资本怪圈
2023-08-14
$中国平安(601318)$
碧桂园已成仙股,第二大股东平安很受伤
资本怪圈
2023-04-24
$黄金主连 2306(GCmain)$
黄金震荡加大,说明世界矛盾加深,冲突不断升级,黄金远没有涨到头!
资本怪圈
2023-04-03
$黄金主连 2306(GCmain)$
这两天是因为油价涨,黄金回调,美元更不值钱,最后演化成黄金,石油一起涨,新一轮通胀开始了。
资本怪圈
2023-03-30
$瑞士信贷(CS)$
瑞银折价收购瑞信就是报复阿拉伯人,一个沙特,一个卡特尔。这个和当比利时富通银行破产案一个故事。平安一收购第二年金融危机就把这个爆了,让平安血本无归,说白了就坑中国人民的钱。
资本怪圈
2022-12-22
$陆金所(LU)$
负面新闻太多的公司走不了太远。最近疫情严重,某南方分公司又被媒体爆要求高烧员工上岗,不知道是什么思路。明年没有牌照使用,线上贷款本金从哪来?营业额不可能靠控股公司关联交易来支撑吧。没有体量已经没有当年所谓的独角兽形象了。
资本怪圈
2022-10-26
护盘不力
抱歉,原内容已删除
资本怪圈
2022-10-10
骗钱
抱歉,原内容已删除
资本怪圈
2022-09-28
现在是担心你反悔退房,巴不得赶紧把证出了。
抱歉,原内容已删除
资本怪圈
2022-09-24
$HK人民币主连 2212(CNHmain)$
俄乌战争提高油价牵制美元,美元就不断加息打压油价,斗来斗去都是挑战美元霸权。目前胜负难分。最终结果油价涨,美元指数也涨,对人民币没有任何好处。还好这几年不出国躺平。
资本怪圈
2022-09-21
$中国平安(601318)$
港股大跌,估计大A要开始收割了
资本怪圈
2022-09-19
中债担保也是有对价,到时还不起就收你的资产,股价进一步下跌
抱歉,原内容已删除
资本怪圈
2022-09-16
$HK人民币主连 2209(CNHmain)$
结合最近股市大跌,大股东减持,转移资产到国外,导致人民币下跌。
资本怪圈
2022-08-08
$碧桂园(02007)$
碧桂园不断创新低,二股东紧张,这下要露底了,估计二股东要带走一波行情。
去老虎APP查看更多动态
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</a>非农数据对黄金是利空,空方利用这一数据做空,同时我国外储中本月没有增购黄金,这些对周二的黄金都有冲击。但我周二还会加仓黄金。原因是黄金大跌,美元指数并没有突破1 05,说明大跌只是短暂性的,高利率对美元的支撑效果在减弱,即使不降息,美元指数也不会大涨,降息反而了美联储担心的选项。那么黄金仍会反弹。另外外储上月没加购黄金,但黄金的储备价值以美元换算是上涨的。如果国际黄金价格下跌到央行觉得合适的价位仍会购买。第三,离岸人民币最近又到7.26左右,这对国内金价是支撑。","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2408(GCmain)$ </a>非农数据对黄金是利空,空方利用这一数据做空,同时我国外储中本月没有增购黄金,这些对周二的黄金都有冲击。但我周二还会加仓黄金。原因是黄金大跌,美元指数并没有突破1 05,说明大跌只是短暂性的,高利率对美元的支撑效果在减弱,即使不降息,美元指数也不会大涨,降息反而了美联储担心的选项。那么黄金仍会反弹。另外外储上月没加购黄金,但黄金的储备价值以美元换算是上涨的。如果国际黄金价格下跌到央行觉得合适的价位仍会购买。第三,离岸人民币最近又到7.26左右,这对国内金价是支撑。","text":"$黄金主连 2408(GCmain)$ 非农数据对黄金是利空,空方利用这一数据做空,同时我国外储中本月没有增购黄金,这些对周二的黄金都有冲击。但我周二还会加仓黄金。原因是黄金大跌,美元指数并没有突破1 05,说明大跌只是短暂性的,高利率对美元的支撑效果在减弱,即使不降息,美元指数也不会大涨,降息反而了美联储担心的选项。那么黄金仍会反弹。另外外储上月没加购黄金,但黄金的储备价值以美元换算是上涨的。如果国际黄金价格下跌到央行觉得合适的价位仍会购买。第三,离岸人民币最近又到7.26左右,这对国内金价是支撑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314531230585144","isVote":1,"tweetType":1,"viewCount":1581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295120528740672,"gmtCreate":1713064000797,"gmtModify":1713064002079,"author":{"id":"3516228884816976","authorId":"3516228884816976","authorIdStr":"3516228884816976","name":"资本怪圈","avatar":"https://static.tigerbbs.com/e25fd96a678c669ae45c418a824776fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2406(GCmain)$ </a>战争一响黄金万两。伊朗一炮而红","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2406(GCmain)$ </a>战争一响黄金万两。伊朗一炮而红","text":"$黄金主连 2406(GCmain)$ 战争一响黄金万两。伊朗一炮而红","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/295120528740672","isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241155068944400,"gmtCreate":1699896466889,"gmtModify":1699896468289,"author":{"id":"3516228884816976","authorId":"3516228884816976","authorIdStr":"3516228884816976","name":"资本怪圈","avatar":"https://static.tigerbbs.com/e25fd96a678c669ae45c418a824776fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/601318\">$中国平安(601318)$ </a>平安股价估计是2008年金融危机以来最危险的时候,业绩一般,雷越爆越多,地产拖累集团整体投资。计提坏账对盈利影响,黑天鹅事件比如碧桂园,苏钢毒地,甚至还有陆金所。集团内能盈利的部门不多,预计明年继续 做减法,期待在后年2025年","listText":"<a href=\"https://laohu8.com/S/601318\">$中国平安(601318)$ </a>平安股价估计是2008年金融危机以来最危险的时候,业绩一般,雷越爆越多,地产拖累集团整体投资。计提坏账对盈利影响,黑天鹅事件比如碧桂园,苏钢毒地,甚至还有陆金所。集团内能盈利的部门不多,预计明年继续 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负面新闻太多的公司走不了太远。最近疫情严重,某南方分公司又被媒体爆要求高烧员工上岗,不知道是什么思路。明年没有牌照使用,线上贷款本金从哪来?营业额不可能靠控股公司关联交易来支撑吧。没有体量已经没有当年所谓的独角兽形象了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/623712358","isVote":1,"tweetType":1,"viewCount":2141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295120528740672,"gmtCreate":1713064000797,"gmtModify":1713064002079,"author":{"id":"3516228884816976","authorId":"3516228884816976","authorIdStr":"3516228884816976","name":"资本怪圈","avatar":"https://static.tigerbbs.com/e25fd96a678c669ae45c418a824776fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2406(GCmain)$ </a>战争一响黄金万两。伊朗一炮而红","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2406(GCmain)$ </a>战争一响黄金万两。伊朗一炮而红","text":"$黄金主连 2406(GCmain)$ 战争一响黄金万两。伊朗一炮而红","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/295120528740672","isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314531230585144,"gmtCreate":1717820686821,"gmtModify":1717830455647,"author":{"id":"3516228884816976","authorId":"3516228884816976","authorIdStr":"3516228884816976","name":"资本怪圈","avatar":"https://static.tigerbbs.com/e25fd96a678c669ae45c418a824776fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2408(GCmain)$ </a>非农数据对黄金是利空,空方利用这一数据做空,同时我国外储中本月没有增购黄金,这些对周二的黄金都有冲击。但我周二还会加仓黄金。原因是黄金大跌,美元指数并没有突破1 05,说明大跌只是短暂性的,高利率对美元的支撑效果在减弱,即使不降息,美元指数也不会大涨,降息反而了美联储担心的选项。那么黄金仍会反弹。另外外储上月没加购黄金,但黄金的储备价值以美元换算是上涨的。如果国际黄金价格下跌到央行觉得合适的价位仍会购买。第三,离岸人民币最近又到7.26左右,这对国内金价是支撑。","listText":"<a 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碧桂园已成仙股,第二大股东平安很受伤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/208774334587104","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658062590,"gmtCreate":1682266522010,"gmtModify":1682266523479,"author":{"id":"3516228884816976","authorId":"3516228884816976","authorIdStr":"3516228884816976","name":"资本怪圈","avatar":"https://static.tigerbbs.com/e25fd96a678c669ae45c418a824776fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2306(GCmain)$ </a><v-v data-views=\"1\"></v-v>黄金震荡加大,说明世界矛盾加深,冲突不断升级,黄金远没有涨到头!","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2306(GCmain)$ </a><v-v data-views=\"1\"></v-v>黄金震荡加大,说明世界矛盾加深,冲突不断升级,黄金远没有涨到头!","text":"$黄金主连 2306(GCmain)$ 黄金震荡加大,说明世界矛盾加深,冲突不断升级,黄金远没有涨到头!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658062590","isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662787999,"gmtCreate":1666768932811,"gmtModify":1666768935639,"author":{"id":"3516228884816976","authorId":"3516228884816976","authorIdStr":"3516228884816976","name":"资本怪圈","avatar":"https://static.tigerbbs.com/e25fd96a678c669ae45c418a824776fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"护盘不力","listText":"护盘不力","text":"护盘不力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662787999","repostId":"2278375947","repostType":2,"repost":{"id":"2278375947","pubTimestamp":1666673580,"share":"https://www.laohu8.com/m/news/2278375947?lang=&edition=full","pubTime":"2022-10-25 12:53","market":"hk","language":"zh","title":"中国平安联席CEO姚波将不兼任CFO,平安产险总助张智淳接任","url":"https://stock-news.laohu8.com/highlight/detail?id=2278375947","media":"澎湃新闻","summary":"10月25日,中国平安保险(集团)股份有限公司发布公告称,该公司将于2022年10月26日召开第十二届董事会第十二次会议,讨论聘任张智淳出任该公司首席财务官。如相关议案获董事会审议通过,中国平安执行董事、联席首席执行官及常务副总经理姚波将不再兼任首席财务官。张智淳的任职资格仍须取得中国银行保险监督管理委员会核准后方可生效。 中国平安表示,该公司战略清晰,各项业务经营稳健。","content":"<div>\n<p>10月25日,中国平安保险(集团)股份有限公司(中国平安,601318.SH;2318.HK)发布公告称,该公司将于2022年10月26日召开第十二届董事会第十二次会议,讨论聘任张智淳出任该公司首席财务官(财务负责人)。如相关议案获董事会审议通过,中国平安执行董事、联席首席执行官及常务副总经理姚波将不再兼任首席财务官(财务负责人)。张智淳的任职资格仍须取得中国银行保险监督管理委员会核准后方可生效。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2022-10-25/doc-imqmmthc2039350.shtml\">Web Link</a>\n\n</div>\n","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中国平安联席CEO姚波将不兼任CFO,平安产险总助张智淳接任</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中国平安联席CEO姚波将不兼任CFO,平安产险总助张智淳接任\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 12:53 北京时间 <a href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2022-10-25/doc-imqmmthc2039350.shtml><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月25日,中国平安保险(集团)股份有限公司(中国平安,601318.SH;2318.HK)发布公告称,该公司将于2022年10月26日召开第十二届董事会第十二次会议,讨论聘任张智淳出任该公司首席财务官(财务负责人)。如相关议案获董事会审议通过,中国平安执行董事、联席首席执行官及常务副总经理姚波将不再兼任首席财务官(财务负责人)。张智淳的任职资格仍须取得中国银行保险监督管理委员会核准后方可生效。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2022-10-25/doc-imqmmthc2039350.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601318":"中国平安","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","02318":"中国平安","BK1521":"挪威政府全球养老基金持仓","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","BK0187":"一线龙头","IE0008368742.USD":"首域中国增长基金I Acc","BK0175":"白马股","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU":"陆金所","BK1184":"人寿与健康保险","BK4504":"桥水持仓","BK0183":"MSCI概念","LU0878005551.USD":"UBS (LUX) KEY SELEC 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INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","BK4166":"消费信贷","BK4526":"热门中概股","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK0188":"融资融券","BK0070":"员工持股","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","CFO":"VictoryShares US 500 Enhanced Volatility Wtd ETF","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2022-10-25/doc-imqmmthc2039350.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2278375947","content_text":"10月25日,中国平安保险(集团)股份有限公司(中国平安,601318.SH;2318.HK)发布公告称,该公司将于2022年10月26日召开第十二届董事会第十二次会议,讨论聘任张智淳出任该公司首席财务官(财务负责人)。如相关议案获董事会审议通过,中国平安执行董事、联席首席执行官及常务副总经理姚波将不再兼任首席财务官(财务负责人)。张智淳的任职资格仍须取得中国银行保险监督管理委员会核准后方可生效。\n 中国平安表示,该公司战略清晰,各项业务经营稳健。\n 姚波出生于1971年,北美精算师协会会员(FSA),获得美国纽约大学工商管理硕士学位。自2009年6月起出任中国平安执行董事,现任中国平安联席首席执行官、常务副总经理、首席财务官。\n 他于2001年5月加入中国平安,2012年10月至2021年3月出任中国平安总精算师,此前曾先后出任中国平安产品中心副总经理、副总精算师、企划部总经理、财务副总监、财务负责人及副总经理。\n 在入职平安前,姚波曾任曾任德勤会计师事务所咨询精算师、高级经理。\n 现年46岁的张智淳拥有上海财经大学精算专业学士学位,并持有中国准精算师资格证书,现为平安产险总经理助理、财务负责人、董事会秘书,并同时兼任首席投资官。她于1998年7月加入平安,先后出任平安集团企划精算部总经理助理,产险总部企划部总经理,集团企划精算部副总经理,集团企划部总经理。\n 10月24日晚间,平安银行发布的董事会决议公告显示,已经担任平安银行(原深圳发展银行)董事超12年的姚波不在该银行第十二届董事会非执行董事候选人名单中,取而代之的是中国平安首席运营官兼战略发展中心主任付欣。\n\n炒股开户享福利,入金抽188元红包,100%中奖!\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:陈诗莹","news_type":1},"isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666961364,"gmtCreate":1665376942158,"gmtModify":1665376943211,"author":{"id":"3516228884816976","authorId":"3516228884816976","authorIdStr":"3516228884816976","name":"资本怪圈","avatar":"https://static.tigerbbs.com/e25fd96a678c669ae45c418a824776fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"骗钱","listText":"骗钱","text":"骗钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666961364","repostId":"2273778872","repostType":2,"repost":{"id":"2273778872","pubTimestamp":1665044860,"share":"https://www.laohu8.com/m/news/2273778872?lang=&edition=full","pubTime":"2022-10-06 16:27","market":"us","language":"zh","title":"《新股消息》据报陆金所(LU.US)最快11月来港上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2273778872","media":"AAFN","summary":"据《路透社》旗下IFR引述消息人士指,陆金所(LU.US)目标最快11月来港上市。早前有市场消息指,陆金所计划今年下半年向联交所提交上市申请,随後公司发声明指正在研究於香港上市的可能性,但未有具体时间表等细节可透露。陆金所是中国领先的科技驱动型个人金融服务平台。截至2021年9月30日,陆金所平台注册用户4,870万人,向1,530万活跃投资用户提供多种产品及个性化的金融服务,客户资产规模达4,251亿元人民币。(gc/u)~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p>据《路透社》旗下IFR引述消息人士指,<a href=\"https://laohu8.com/S/LU\">陆金所</a>(LU.US)目标最快11月来港上市。早前有市场消息指,陆金所计划今年下半年向联交所提交上市申请,随後公司发声明指正在研究於香港上市的可能性,但未有具体时间表等细节可透露。陆金所是中国领先的科技驱动型个人金融服务平台。截至2021年9月30日,陆金所平台注册用户4,870万人,向1,530万活跃投资用户提供多种产品及个性化的金融服务,客户资产规模达4,251亿元人民币。(gc/u)~阿思达克财经新闻网址: www.aastocks.com</p></body></html>","source":"aastocks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《新股消息》据报陆金所(LU.US)最快11月来港上市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-06 16:27 北京时间 <a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1217640&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据《路透社》旗下IFR引述消息人士指,陆金所(LU.US)目标最快11月来港上市。早前有市场消息指,陆金所计划今年下半年向联交所提交上市申请,随後公司发声明指正在研究於香港上市的可能性,但未有具体时间表等细节可透露。陆金所是中国领先的科技驱动型个人金融服务平台。截至2021年9月30日,陆金所平台注册用户4,870万人,向1,530万活跃投资用户提供多种产品及个性化的金融服务,客户资产规模达4,...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1217640&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","LU":"陆金所","BK4526":"热门中概股","00388":"香港交易所","02318":"中国平安","BK4166":"消费信贷"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1217640&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2273778872","content_text":"据《路透社》旗下IFR引述消息人士指,陆金所(LU.US)目标最快11月来港上市。早前有市场消息指,陆金所计划今年下半年向联交所提交上市申请,随後公司发声明指正在研究於香港上市的可能性,但未有具体时间表等细节可透露。陆金所是中国领先的科技驱动型个人金融服务平台。截至2021年9月30日,陆金所平台注册用户4,870万人,向1,530万活跃投资用户提供多种产品及个性化的金融服务,客户资产规模达4,251亿元人民币。(gc/u)~阿思达克财经新闻网址: www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668932759,"gmtCreate":1664356236371,"gmtModify":1664356238303,"author":{"id":"3516228884816976","authorId":"3516228884816976","authorIdStr":"3516228884816976","name":"资本怪圈","avatar":"https://static.tigerbbs.com/e25fd96a678c669ae45c418a824776fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"现在是担心你反悔退房,巴不得赶紧把证出了。","listText":"现在是担心你反悔退房,巴不得赶紧把证出了。","text":"现在是担心你反悔退房,巴不得赶紧把证出了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668932759","repostId":"2270551219","repostType":2,"repost":{"id":"2270551219","pubTimestamp":1664266764,"share":"https://www.laohu8.com/m/news/2270551219?lang=&edition=full","pubTime":"2022-09-27 16:19","market":"us","language":"zh","title":"销售顾问电话通知收房时领房产证,碧桂园业主简直不敢相信","url":"https://stock-news.laohu8.com/highlight/detail?id=2270551219","media":"中国新闻周刊","summary":"工期比以前缩短了,质量必须得过硬,这是一个考验接到销售顾问的电话时,胡女士简直不敢相信:收房时就能领房产证了!如今,房产证办证时间要提前到交房时,这对政府部门及开发商而言无疑是一个巨大的考验。赵秀池表示,交房即交证的运行环节,主要涉及开发商、购房人、相关部门等三方,需要多方形成合力,才能取得良好的效果。","content":"<html><body><p>多地推行“交房即交证”,难点在哪?成效几何?</p><p>工期比以前缩短了,质量必须得过硬,这是一个考验</p><p>接到销售顾问的电话时,胡女士简直不敢相信:收房时就能领房产证了!石家庄市的胡女士在2021年初购买了<a href=\"https://laohu8.com/S/02007\">碧桂园</a>凤凰城项目,按合同约定,今年5月30日可交房。在交房前半个月左右,她意外收到了这个好消息。</p><p>自今年开始,河北省推进“交房即交证”改革,胡女士是首批受益者之一。</p><p>此前,由于各地条件不同,办理房产证通常在交房后半年到一年、甚至需要更长的时间。如今,房产证办证时间要提前到交房时,这对政府部门及开发商而言无疑是一个巨大的考验。</p><p>跑通“交房即交证”模式的关键点在哪?目前成效几何?</p><p>多地试点“交房即交证”成效显著</p><p>房产证办理直接关系到业主切身利益,是人们关心的民生问题之一。</p><p>长期以来,购房者在收房后很长时间拿不到房产证,有的楼盘甚至因项目违规建设或烂尾等原因,导致迟迟办不了房产证,这极大地影响了业主落户、子女入学或交易房产等权益。</p><p>“‘交房即交证’是一项暖民心、稳民心的举措。”首都经济贸易大学教授、北京市房地产法学会副会长兼秘书长赵秀池向中国新闻周刊表示,对一般家庭而言,最大的资产是房产,有房产证意味着房产权益才有保障,交房即领证解决了人们急难愁盼的民生痛点。</p><p>近年来,“交房即交证”的试点工作在湖南、山西、山东、四川、河北、广东等多地陆续推出。</p><p>此前,山东省宣布,将工程建设项目审批制度改革和不动产登记流程协同推进,发挥“一网通办”平台和网上核税缴税技术优势,对符合法定条件的房地产项目,交房时同步办理不动产登记。</p><p>日前,河北省自然资源厅、住房和城乡建设厅等部门此前联合发文指出,为贯彻落实党中央、国务院深化“放管服”改革、不断提升不动产登记便利度等,将推进“交地即交证”“交房即交证”改革。</p><p>从具体的进度看,各地颇具改革破冰的决心。以河北省为例,上述河北7部门发文规定,2022年底,各设区市至少有一个新建商品房项目实现“交房即交证”;2023年底,各县(市、区)至少有一个新建商品房项目实现“交房即交证”;2024年底,新建商品房项目实现 “交房即交证”常态化。</p><p>“交房即交证”正在不断开花结果。在广东多个地市,这一试点正积极推进。日前,广东惠州市选取包括中海阅江花园、万象天汇、德威江誉诚花园、隆生西江花园、金枫花园、泰丰千花岛花园、金悦华府、御水豪庭等8个楼盘,作为“交房即交证”试点项目,落实这一惠民政策。9月23日,广东河源市保利·生态城“交房即交证”启动首批房源交付,成为河源市“交房即交证”试点项目之一。</p><p>据了解,今年碧桂园试点“交房即交证”的项目共计165个,这些试点项目分布在河北、四川等多地,这一推进力度无疑是较大的。从碧桂园河北区域来看,2022年交付项目共27个,其中“交付即交证”的项目就有10个,占到1/3以上;交付批次共有46个,其中“交付即交证”的项目就有批次17个,同样占到1/3以上。</p><p>碧桂园集团河北区域总裁李晓明向中国新闻周刊表示,今年虽然受疫情影响较大,但“交房即交证”的试点工作依然如期推进,目前已有石家庄碧桂园凤凰城、沧州碧桂园樾江山、衡水碧桂园天悦府、邯郸碧桂园天汇湾、邯郸碧桂园凤麟府等5个项目实现了“交房即交证”,预计到年底可以完成全年的试点目标。</p><p>听到可以在交房当日办理房产证的通知后,胡女士非常惊喜,她赶紧配合项目开始准备,办理缴纳维修基金等手续。胡女士收房当天就顺利拿到了房产证。她说:“买这套房是用作婚房,在结婚前收到房产证,甭提多开心啦”!</p><p>质量过硬是提前办证关键因素</p><p>从以往大部分开发商办理房产证的周期看,业主一般在收房后需要半年到一年的时间才能拿到房产证,一些项目甚至需要两年乃至更长的时间,将拿证时间提前到交房时间,无疑大大缩短了拿证周期。</p><p>在疫情之下,由于工地往往一两个月无法开工,交楼的周期被打乱,“交房即交证”的难度将大为增加。</p><p>赵秀池表示,交房即交证的运行环节,主要涉及开发商、购房人、相关部门等三方,需要多方形成合力,才能取得良好的效果。</p><p>从政府环节看,河北省7部门通过调整优化竣工验收备案、土地规划房产测绘、不动产登记业务流程,将不动产权属调查和土地、规划、房产测绘流程前置到竣工联合验收之前,提前做好地籍调查成果审核入库,大大节省了办理不动产首次登记的时间。</p><p>碧桂园河北区域运营管理部总经理焦振芳告诉中国新闻周刊,在申报办理“交房即交证”时,当地政府部门开通绿色通道,快速审核提报的办证申请,使得办证速度加快。</p><p>从开发商环节看,最关键的节点是竣工验收备案。碧桂园河北区域工程管理部总经理王永东向中国新闻周刊表示,以往只要在交房前两三天完成竣备就可以,现在实行“交房即交证”,就要求竣备提前半个月到一个月完成,工期比以前缩短了,质量必须得过硬,才可以快速通过验收、完成竣工备案。</p><p>为确保高质量交付,碧桂园从去年以来就推出“强基行动”,在整个施工过程中,从选材、建造、验收的每个环节都保证对品质的把控,包括引入独立第三方加强工程监理,为提前交房打下坚实基础。</p><p>在期房收房前,为让业主及时了解房子的施工质量和进度,碧桂园加强全过程管理,采取透明品质、透明检验、透明交房、透明服务等一系列管理措施,通过现场走访工地和网络看房等多种方式,严格实行“工地开放”政策,让业主及时了解项目的动态。</p><p>胡女士表示,在工地开放日当天,她和十几名业主在工作人员的陪同下有序参观凤凰城,真真切切提前感受到项目品质及其质量把关。</p><p>过硬的品质、提前拿证的利好,这些因素也赢得了业主的信赖,得以积极配合到场签字、办理相关税费手续。</p><p>广东河源保利·生态城通过狠抓工程质量,加快建设进度,为确保“交房即交证”顺利落地打下坚实基础。</p><p>“安全质量是碧桂园的第一生命线”,李晓明向中国新闻周刊表示,“交房即交证”倒逼着房企在建造房屋时更加重视过程管理、品质管理,有助于进一步规范开发企业,促使开发企业更加重视楼盘质量。</p><p>强大的资金信用实力是重要保障</p><p>不管是抢抓工期、还是保证交付质量,在这背后,其实都是对开发商资金信用实力的考验。</p><p>从目前大力推进“交房即交证”的房企来看,大部分都是颇具实力的龙头房企,比如碧桂园、万科、中海地产、保利等。</p><p>8月24日,中海地产公告显示,上半年实现营业收入1037.9亿元;经营溢利241.3亿元;公司股东应占溢利167.4亿元;其资产负债率为59.0%,净借贷比率为41.0%,继续保持在“绿档”。</p><p>从碧桂园最新发布的半年报数据来看,截至22年6月30日,权益回款金额约人民币1702.9亿元,权益销售回款率连续7年达到90%以上。可动用现金余额约人民币1479.8亿元,净经营性现金流为正,且目前年内已无到期境外优先票据,融资渠道畅通多元。</p><p>房企稳健的财务和经营状况,是保证各项目精准把控开发节奏,顺利实现保质保量交付及推进 “交房即交证”政策的重要前提。</p><p>在碧桂园半年报发布会上,针对 “保交付”话题,碧桂园总裁莫斌表示,碧桂园已在214个城市如约交付1070个批次、超25万套房屋,下半年计划交付50万套房屋,其交付规模已远超同业。 </p><p>另一家龙头房企万科今年上半年已经平稳交付了11.5万套住宅;而且今年万科开始推进交房即交证工作,30个城市公司的94个交付批次实现了交房即交证。</p><p>中共中央政治局7月28日召开会议,分析研究当前经济形势,部署下半年经济工作,会议指出,要稳定房地产市场,保交楼、稳民生。分析人士表示,保交楼既可以稳民生,也对市场稳定和信心恢复意义重大。</p><p>赵秀池表示,“交房即交证” 让买房人觉得更靠谱,有利于重塑房地产市场信用体系,恢复和提振消费者购房置业信心,从而促进房地产行业的良性循环和健康发展。</p><p>作者:刘德炳</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>销售顾问电话通知收房时领房产证,碧桂园业主简直不敢相信</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n销售顾问电话通知收房时领房产证,碧桂园业主简直不敢相信\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 16:19 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/dckb/2022-09-27/doc-imqmmtha8947222.shtml><strong>中国新闻周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>多地推行“交房即交证”,难点在哪?成效几何?工期比以前缩短了,质量必须得过硬,这是一个考验接到销售顾问的电话时,胡女士简直不敢相信:收房时就能领房产证了!石家庄市的胡女士在2021年初购买了碧桂园凤凰城项目,按合同约定,今年5月30日可交房。在交房前半个月左右,她意外收到了这个好消息。自今年开始,河北省推进“交房即交证”改革,胡女士是首批受益者之一。此前,由于各地条件不同,办理房产证通常在交房后...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/dckb/2022-09-27/doc-imqmmtha8947222.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","BK1507":"粤港澳大湾区","BK1240":"房地产开发","02007":"碧桂园","BK1589":"北水核心资产","BK1555":"内房股"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/dckb/2022-09-27/doc-imqmmtha8947222.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270551219","content_text":"多地推行“交房即交证”,难点在哪?成效几何?工期比以前缩短了,质量必须得过硬,这是一个考验接到销售顾问的电话时,胡女士简直不敢相信:收房时就能领房产证了!石家庄市的胡女士在2021年初购买了碧桂园凤凰城项目,按合同约定,今年5月30日可交房。在交房前半个月左右,她意外收到了这个好消息。自今年开始,河北省推进“交房即交证”改革,胡女士是首批受益者之一。此前,由于各地条件不同,办理房产证通常在交房后半年到一年、甚至需要更长的时间。如今,房产证办证时间要提前到交房时,这对政府部门及开发商而言无疑是一个巨大的考验。跑通“交房即交证”模式的关键点在哪?目前成效几何?多地试点“交房即交证”成效显著房产证办理直接关系到业主切身利益,是人们关心的民生问题之一。长期以来,购房者在收房后很长时间拿不到房产证,有的楼盘甚至因项目违规建设或烂尾等原因,导致迟迟办不了房产证,这极大地影响了业主落户、子女入学或交易房产等权益。“‘交房即交证’是一项暖民心、稳民心的举措。”首都经济贸易大学教授、北京市房地产法学会副会长兼秘书长赵秀池向中国新闻周刊表示,对一般家庭而言,最大的资产是房产,有房产证意味着房产权益才有保障,交房即领证解决了人们急难愁盼的民生痛点。近年来,“交房即交证”的试点工作在湖南、山西、山东、四川、河北、广东等多地陆续推出。此前,山东省宣布,将工程建设项目审批制度改革和不动产登记流程协同推进,发挥“一网通办”平台和网上核税缴税技术优势,对符合法定条件的房地产项目,交房时同步办理不动产登记。日前,河北省自然资源厅、住房和城乡建设厅等部门此前联合发文指出,为贯彻落实党中央、国务院深化“放管服”改革、不断提升不动产登记便利度等,将推进“交地即交证”“交房即交证”改革。从具体的进度看,各地颇具改革破冰的决心。以河北省为例,上述河北7部门发文规定,2022年底,各设区市至少有一个新建商品房项目实现“交房即交证”;2023年底,各县(市、区)至少有一个新建商品房项目实现“交房即交证”;2024年底,新建商品房项目实现 “交房即交证”常态化。“交房即交证”正在不断开花结果。在广东多个地市,这一试点正积极推进。日前,广东惠州市选取包括中海阅江花园、万象天汇、德威江誉诚花园、隆生西江花园、金枫花园、泰丰千花岛花园、金悦华府、御水豪庭等8个楼盘,作为“交房即交证”试点项目,落实这一惠民政策。9月23日,广东河源市保利·生态城“交房即交证”启动首批房源交付,成为河源市“交房即交证”试点项目之一。据了解,今年碧桂园试点“交房即交证”的项目共计165个,这些试点项目分布在河北、四川等多地,这一推进力度无疑是较大的。从碧桂园河北区域来看,2022年交付项目共27个,其中“交付即交证”的项目就有10个,占到1/3以上;交付批次共有46个,其中“交付即交证”的项目就有批次17个,同样占到1/3以上。碧桂园集团河北区域总裁李晓明向中国新闻周刊表示,今年虽然受疫情影响较大,但“交房即交证”的试点工作依然如期推进,目前已有石家庄碧桂园凤凰城、沧州碧桂园樾江山、衡水碧桂园天悦府、邯郸碧桂园天汇湾、邯郸碧桂园凤麟府等5个项目实现了“交房即交证”,预计到年底可以完成全年的试点目标。听到可以在交房当日办理房产证的通知后,胡女士非常惊喜,她赶紧配合项目开始准备,办理缴纳维修基金等手续。胡女士收房当天就顺利拿到了房产证。她说:“买这套房是用作婚房,在结婚前收到房产证,甭提多开心啦”!质量过硬是提前办证关键因素从以往大部分开发商办理房产证的周期看,业主一般在收房后需要半年到一年的时间才能拿到房产证,一些项目甚至需要两年乃至更长的时间,将拿证时间提前到交房时间,无疑大大缩短了拿证周期。在疫情之下,由于工地往往一两个月无法开工,交楼的周期被打乱,“交房即交证”的难度将大为增加。赵秀池表示,交房即交证的运行环节,主要涉及开发商、购房人、相关部门等三方,需要多方形成合力,才能取得良好的效果。从政府环节看,河北省7部门通过调整优化竣工验收备案、土地规划房产测绘、不动产登记业务流程,将不动产权属调查和土地、规划、房产测绘流程前置到竣工联合验收之前,提前做好地籍调查成果审核入库,大大节省了办理不动产首次登记的时间。碧桂园河北区域运营管理部总经理焦振芳告诉中国新闻周刊,在申报办理“交房即交证”时,当地政府部门开通绿色通道,快速审核提报的办证申请,使得办证速度加快。从开发商环节看,最关键的节点是竣工验收备案。碧桂园河北区域工程管理部总经理王永东向中国新闻周刊表示,以往只要在交房前两三天完成竣备就可以,现在实行“交房即交证”,就要求竣备提前半个月到一个月完成,工期比以前缩短了,质量必须得过硬,才可以快速通过验收、完成竣工备案。为确保高质量交付,碧桂园从去年以来就推出“强基行动”,在整个施工过程中,从选材、建造、验收的每个环节都保证对品质的把控,包括引入独立第三方加强工程监理,为提前交房打下坚实基础。在期房收房前,为让业主及时了解房子的施工质量和进度,碧桂园加强全过程管理,采取透明品质、透明检验、透明交房、透明服务等一系列管理措施,通过现场走访工地和网络看房等多种方式,严格实行“工地开放”政策,让业主及时了解项目的动态。胡女士表示,在工地开放日当天,她和十几名业主在工作人员的陪同下有序参观凤凰城,真真切切提前感受到项目品质及其质量把关。过硬的品质、提前拿证的利好,这些因素也赢得了业主的信赖,得以积极配合到场签字、办理相关税费手续。广东河源保利·生态城通过狠抓工程质量,加快建设进度,为确保“交房即交证”顺利落地打下坚实基础。“安全质量是碧桂园的第一生命线”,李晓明向中国新闻周刊表示,“交房即交证”倒逼着房企在建造房屋时更加重视过程管理、品质管理,有助于进一步规范开发企业,促使开发企业更加重视楼盘质量。强大的资金信用实力是重要保障不管是抢抓工期、还是保证交付质量,在这背后,其实都是对开发商资金信用实力的考验。从目前大力推进“交房即交证”的房企来看,大部分都是颇具实力的龙头房企,比如碧桂园、万科、中海地产、保利等。8月24日,中海地产公告显示,上半年实现营业收入1037.9亿元;经营溢利241.3亿元;公司股东应占溢利167.4亿元;其资产负债率为59.0%,净借贷比率为41.0%,继续保持在“绿档”。从碧桂园最新发布的半年报数据来看,截至22年6月30日,权益回款金额约人民币1702.9亿元,权益销售回款率连续7年达到90%以上。可动用现金余额约人民币1479.8亿元,净经营性现金流为正,且目前年内已无到期境外优先票据,融资渠道畅通多元。房企稳健的财务和经营状况,是保证各项目精准把控开发节奏,顺利实现保质保量交付及推进 “交房即交证”政策的重要前提。在碧桂园半年报发布会上,针对 “保交付”话题,碧桂园总裁莫斌表示,碧桂园已在214个城市如约交付1070个批次、超25万套房屋,下半年计划交付50万套房屋,其交付规模已远超同业。 另一家龙头房企万科今年上半年已经平稳交付了11.5万套住宅;而且今年万科开始推进交房即交证工作,30个城市公司的94个交付批次实现了交房即交证。中共中央政治局7月28日召开会议,分析研究当前经济形势,部署下半年经济工作,会议指出,要稳定房地产市场,保交楼、稳民生。分析人士表示,保交楼既可以稳民生,也对市场稳定和信心恢复意义重大。赵秀池表示,“交房即交证” 让买房人觉得更靠谱,有利于重塑房地产市场信用体系,恢复和提振消费者购房置业信心,从而促进房地产行业的良性循环和健康发展。作者:刘德炳","news_type":1},"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661241892,"gmtCreate":1663984336017,"gmtModify":1663984658198,"author":{"id":"3516228884816976","authorId":"3516228884816976","authorIdStr":"3516228884816976","name":"资本怪圈","avatar":"https://static.tigerbbs.com/e25fd96a678c669ae45c418a824776fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNHmain\">$HK人民币主连 2212(CNHmain)$</a>俄乌战争提高油价牵制美元,美元就不断加息打压油价,斗来斗去都是挑战美元霸权。目前胜负难分。最终结果油价涨,美元指数也涨,对人民币没有任何好处。还好这几年不出国躺平。","listText":"<a href=\"https://laohu8.com/FUT/CNHmain\">$HK人民币主连 2212(CNHmain)$</a>俄乌战争提高油价牵制美元,美元就不断加息打压油价,斗来斗去都是挑战美元霸权。目前胜负难分。最终结果油价涨,美元指数也涨,对人民币没有任何好处。还好这几年不出国躺平。","text":"$HK人民币主连 2212(CNHmain)$俄乌战争提高油价牵制美元,美元就不断加息打压油价,斗来斗去都是挑战美元霸权。目前胜负难分。最终结果油价涨,美元指数也涨,对人民币没有任何好处。还好这几年不出国躺平。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661241892","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661375360,"gmtCreate":1663743349650,"gmtModify":1663743352257,"author":{"id":"3516228884816976","authorId":"3516228884816976","authorIdStr":"3516228884816976","name":"资本怪圈","avatar":"https://static.tigerbbs.com/e25fd96a678c669ae45c418a824776fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/601318\">$中国平安(601318)$</a>港股大跌,估计大A要开始收割了","listText":"<a href=\"https://laohu8.com/S/601318\">$中国平安(601318)$</a>港股大跌,估计大A要开始收割了","text":"$中国平安(601318)$港股大跌,估计大A要开始收割了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661375360","isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661008797,"gmtCreate":1663561338119,"gmtModify":1663561341141,"author":{"id":"3516228884816976","authorId":"3516228884816976","authorIdStr":"3516228884816976","name":"资本怪圈","avatar":"https://static.tigerbbs.com/e25fd96a678c669ae45c418a824776fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"中债担保也是有对价,到时还不起就收你的资产,股价进一步下跌","listText":"中债担保也是有对价,到时还不起就收你的资产,股价进一步下跌","text":"中债担保也是有对价,到时还不起就收你的资产,股价进一步下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661008797","repostId":"1193721881","repostType":2,"repost":{"id":"1193721881","pubTimestamp":1663333871,"share":"https://www.laohu8.com/m/news/1193721881?lang=&edition=full","pubTime":"2022-09-16 21:11","market":"hk","language":"zh","title":"碧桂园最后的“底牌”","url":"https://stock-news.laohu8.com/highlight/detail?id=1193721881","media":"子弹财观","summary":"在房地产行业进入调整期以来,众多知名房企都遭遇了营收和市值的“断崖式下跌”,作为行业龙头之一的碧桂园还能扛多久?9月9日,碧桂园公告称将发行面值15亿元的2022年第一期中期票据,与过往不同的是,这笔","content":"<html><head></head><body><p>在房地产行业进入调整期以来,众多知名房企都遭遇了营收和市值的“断崖式下跌”,作为行业龙头之一的碧桂园还能扛多久?</p><p>9月9日,碧桂园公告称将发行面值15亿元的2022年第一期中期票据,与过往不同的是,这笔票据或将成为我国首批通过中债信用增进公司提供全额担保的民营房企债券。</p><p>由此,碧桂园也将成为继龙湖集团、美的置业和新城控股之后的第四家通过中债信用增进公司全额担保方式获得“官方”支持民营房企。当天,碧桂园股价罕见地大涨16.82%,市值也重新回到半年报公布之前的水平。</p><p>时至今日,房地产市场正面临着前所未有的压力,各种花式的地产救市手段也是层出不穷。碧桂园作为为数不多的还能正常经营运转的头部民营房企,俨然已经成为行业发展的标杆,那么,在半年报公布之后为何股价大跌?碧桂园当前面临的经营压力又在哪里?</p><p></p><p></p><p><i><b>1</b></i></p><p></p><p><b>一夜回到五年前</b></p><p></p><p></p><p></p><p>“房价”在房地产市场里是一个永恒的话题,没有房价支撑的房地产将是一堆由钢筋混凝土堆积起来的建筑物。没有房价的一路走高,也不会有城市建设的高速发展。</p><p>在以城镇化和棚改货币化为主导的多重因素共同推动下,过去的十多年里,房价“只涨不跌”的共识已深入人心,全国人民也将房价的“高速且普遍大涨”视为一种常态。</p><p>故此,也成就了一批诸如恒大、碧桂园、融创、龙湖等超大型民营房地产企业的辉煌,以及通过购房完成财富的原始积累。然而,作为行业龙头的碧桂园自2019年起尤其是在2020年后的连续三年里,虽稳住了市场份额,却丢掉了产品的溢价,致使碧桂园的新房成交均价一路下滑。</p><p>碧桂园月度销售业绩显示:截至8月末,碧桂园在2022年的前八个月里实现合约销售金额2440.80亿元,同比下降了39.37%;实现合同销售面积3039.00万平方米,同比下降了34.66%;折合销售均价8031.6元每平方米,相比于上年同期的8655.8元每平方米下降了7.21%。</p><p>「子弹财观」整理近五年销售业绩发现,碧桂园的合同销售均价从2015年开始一路上扬,并在2018年达到了9266.6元每平方米的历史新高,随之进入了连续三年的一路下滑。</p><p>到2021年碧桂园的销售均价已下降至8402.3元每平方米,回到了2017年的均价水准。而从2022年的前八个月数据看,碧桂园的销售均价进一步下滑至8031.6元每平方米,甚至比2016年的销售均价还要低。</p><p><img src=\"https://static.tigerbbs.com/2e4b4c2e55553d7e26059fe57dca0525\" tg-width=\"1080\" tg-height=\"673\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>据易居地产研究院的数据估算,在2016年到2021年的这几年时间里,全国百城房价(平均价)的累计涨幅已远超50%。而碧桂园的销售均价则在2017年和2018年的连涨两年后转而一路向下,并在2022年前八个月“一夜回到五年前”。</p><p>也正是这种“以价换量”的经营策略,让碧桂园在过去的一段时间里,稳住行业龙头的地位,也硬撑住了“不违约、不暴雷、不躺平”的企业形象。</p><p>但从上半年的财务数据看,碧桂园似乎已经表现出了企业经营所能承受的下限。今天的碧桂园似乎也证实了「子弹财观」在《碧桂园的虚惊一场》文章中所指出的:“流动性问题并没有解决,只是将风险推迟了”。</p><p></p><p></p><p><i><b>2</b></i></p><p></p><p><b>经营陷入泥潭</b></p><p></p><p></p><p></p><p>碧桂园2022年半年数据显示:截至6月末,碧桂园实现营业收入1623.6亿元,同比下降30.89%;销售成本1451.53亿元,同比下降23.06%;毛利润约172.1亿元,同比下降62.82%;净利润约19.1亿元,同比下降91.49%。</p><p><img src=\"https://static.tigerbbs.com/4673a587496c1ceac6540b76aaf1b156\" tg-width=\"938\" tg-height=\"551\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>「子弹财观」从易居克而瑞获悉,2022年1-6月百强房企的销售额同比降幅达50.30%,而同期的碧桂园销售额虽也出现了46.36%的下滑,但也算跑赢了百强房企的平均水平。至于最终反映在营收的数据上,碧桂园则更是将这一降幅下压至30.89%。由此看来,碧桂园的业务经营状况还是很不错的。</p><p>值得一提的是,在这份半年报的财务摘要(一般都在展示财务亮点)中被碧桂园重点引述的一点:“营销及市场推广成本和行政费用同比下降了36.3%”。乍一看“降成本”的效果比较明显,毕竟上半年的营收下降了30.89%,这两项成本却是下降了36.3%。</p><p><img src=\"https://static.tigerbbs.com/69ecf4617accd062a3c81700b9d0e41d\" tg-width=\"1080\" tg-height=\"566\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>图 / 碧桂园2022年半年报</p><p>对于这个“降成本”我们得认可碧桂园的努力,但从结构上看,只是糟糕财务数据中少有的可以圈点的地方。直白点的意思就是,实在是找不出什么财务亮点了。</p><p>对此首先要清楚的是,在营业收入下降30.89%的同时,销售成本仅下降了23.06%。销售成本的降幅远小于营收降幅,这不是降成本,反倒是提升了成本。毕竟单位营收里边的成本更高了,从而致使碧桂园2022年上半年的毛利同比大幅下降了62.82%。</p><p>其次,这笔营销推广和行政开支的总金额是88.60亿元,仅占总营收比例的5.46%,相比于上年同期的5.92%仅下降了0.46个百分点。对比近年来营销推广和行政开支在碧桂园的占比来看,上半年的这个数字只能说是好于同行业,但相对于碧桂园财务的基本面而言只是中规中矩。</p><p>最后,拆分来看,2022年上半年的营销推广成本45.75亿元,同比下降了40.58%,众所周知营销推广和项目销售是直接关联的,而碧桂园在2022年的上半年的销售金额是下降了46.36%。而与营收相关度较高的行政费用,这个31.03%的行政费用降幅和营收30.89%的降幅基本一致。</p><p><img src=\"https://static.tigerbbs.com/ca29d5132d843039edb1eca976055a58\" tg-width=\"1056\" tg-height=\"482\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>如此,虽承认碧桂园在面临开源压力时努力想办法做节流,但这个节流效果却远不及行业的下滑来得快。成本是降了,但效果还远不尽如人意。</p><p></p><p></p><p><i><b>3</b></i></p><p></p><p><b>流动性风险加剧</b></p><p></p><p></p><p></p><p>“降成本”固然重要,但相比于“降成本”而言更重要的是“降负债”。对于碧桂园乃至所有的房企而言,摆在房企面前的最大问题就是“高负债”下的“流动性风险”,而不是牺牲利润去压成本。</p><p>据碧桂园公布的2022年半年数据显示:截至6月末,碧桂园的资产总额约1.89万亿元,相比于2021年末下降了3.08%;负债总额约1.59万亿,相比于2021年末下降了3.63%;资产负债率为83.98%,相比于2021年末仅下降了0.59个百分点。</p><p>结合上半年的销售业绩以及营收和利润的下降幅度,碧桂园在“降负债”的脚步似乎也没有跟上规模收缩的步伐。</p><p>而在这份财报中的另外一点被重点引述的是总借贷(有息负债)有所下降。碧桂园在这份半年的财务摘要中提到:“截至2022年6月30日,本集团总借贷为人民币2936.8亿元,相较去年底下降7.6%”。</p><p>从有息债券的组成构成上来看,截至6月末碧桂园的银行贷款及其他借款余额达1812.00亿元,占总借贷的比重达61.70%(较上年末下降了3.26个百分点)。至于优先票据和公司债券,虽累计也有超千亿,但相比于上年末几乎没有太大的变动,表现平平。</p><p><img src=\"https://static.tigerbbs.com/32ce71a19b26fb678550ce8b0d66aa1d\" tg-width=\"1080\" tg-height=\"598\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>与负债相对应的现金流,据半年报所示:“截至2022年6月30日,本集团可动用现金余额约人民币1479.8亿元”。若是应对2936.8亿元的有息负债,这1479.8亿元的现金流储备还是很不错,尤其是在2022年的下半年里,碧桂园将没有新增到期的境外债券。这无疑能为碧桂园缓解一下当前房地产行业正面临的“流动性”危机。</p><p>但我们从动态的角度去剖析就会发现,这个现金流已经比2021年末更加糟糕。</p><p>首先,这1479.77亿元的可动用现金余额,相比于2021年末减少了333.23亿元,下降幅度达18.38%。</p><p>其次,这1234.83亿元的非受制现金余额,相比于2021年末减少了234.71亿元,下降幅度为15.97%。受限制现金降幅虽有28.69%的下降,但这笔钱因暂时无法使用,已失去现金流的灵活性的特质,面对流动性压力也是无济于事,况且也只是减少了98.53亿元。</p><p>最后,面对2936.77亿元的有息负债,这1234.83亿元的现金及现金等价物,虽明显好于绝大多数房企,但就碧桂园而言,在2021年的上半年里,<b>有息负债的余额仅下降了7.63%,而应对流动性风险的可动用现金竟然下降了18.38%。</b></p><p><img src=\"https://static.tigerbbs.com/c82f1542e62137133af31847f39232f0\" tg-width=\"1080\" tg-height=\"410\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>简言之,碧桂园的债务没见得有所减少,反倒手里应对债务的现金流却出现了明显的下降。再结合销售规模的“腰斩”,购房者对市场的未来已经产生了信任危机,碧桂园的流动性风险正在一步一步加大。</p><p></p><p></p><p><i><b>4</b></i></p><p></p><p><b>结语</b></p><p></p><p></p><p></p><p><b>负债没降下来,规模被腰斩了,还搭上了几乎所有的利润</b>——这是我们对这份行业龙头半年报的最简洁归纳。</p><p>这半年走来,在诸多房企接二连三地“躺平”下,行业龙头之一的碧桂园选择了“一路死扛”。业务规模上有明显的收缩,但在资产规模和负债规模依然稳居高位,降负债虽然也在做,但效果不是很明显,甚至以牺牲利润为代价。</p><p>在资本市场上,投资者们也在默默地“用脚投票”。截至9月16日收盘,碧桂园的市值为590.36亿元,已经跌破600亿关口。若市场再不转向,碧桂园即便是死扛到底“不躺平”,距离恒大、融创两百多亿的市值,恐怕也是“一步之遥”。</p></body></html>","source":"lsy1646061584972","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>碧桂园最后的“底牌”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n碧桂园最后的“底牌”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-16 21:11 北京时间 <a href=https://mp.weixin.qq.com/s/hyPe-x_25hgjkUO4qtcoJg><strong>子弹财观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在房地产行业进入调整期以来,众多知名房企都遭遇了营收和市值的“断崖式下跌”,作为行业龙头之一的碧桂园还能扛多久?9月9日,碧桂园公告称将发行面值15亿元的2022年第一期中期票据,与过往不同的是,这笔票据或将成为我国首批通过中债信用增进公司提供全额担保的民营房企债券。由此,碧桂园也将成为继龙湖集团、美的置业和新城控股之后的第四家通过中债信用增进公司全额担保方式获得“官方”支持民营房企。当天,碧桂园...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/hyPe-x_25hgjkUO4qtcoJg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5bd3ae7ca8ea5fbfd608c1c93fc8cabb","relate_stocks":{"02007":"碧桂园"},"source_url":"https://mp.weixin.qq.com/s/hyPe-x_25hgjkUO4qtcoJg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193721881","content_text":"在房地产行业进入调整期以来,众多知名房企都遭遇了营收和市值的“断崖式下跌”,作为行业龙头之一的碧桂园还能扛多久?9月9日,碧桂园公告称将发行面值15亿元的2022年第一期中期票据,与过往不同的是,这笔票据或将成为我国首批通过中债信用增进公司提供全额担保的民营房企债券。由此,碧桂园也将成为继龙湖集团、美的置业和新城控股之后的第四家通过中债信用增进公司全额担保方式获得“官方”支持民营房企。当天,碧桂园股价罕见地大涨16.82%,市值也重新回到半年报公布之前的水平。时至今日,房地产市场正面临着前所未有的压力,各种花式的地产救市手段也是层出不穷。碧桂园作为为数不多的还能正常经营运转的头部民营房企,俨然已经成为行业发展的标杆,那么,在半年报公布之后为何股价大跌?碧桂园当前面临的经营压力又在哪里?1一夜回到五年前“房价”在房地产市场里是一个永恒的话题,没有房价支撑的房地产将是一堆由钢筋混凝土堆积起来的建筑物。没有房价的一路走高,也不会有城市建设的高速发展。在以城镇化和棚改货币化为主导的多重因素共同推动下,过去的十多年里,房价“只涨不跌”的共识已深入人心,全国人民也将房价的“高速且普遍大涨”视为一种常态。故此,也成就了一批诸如恒大、碧桂园、融创、龙湖等超大型民营房地产企业的辉煌,以及通过购房完成财富的原始积累。然而,作为行业龙头的碧桂园自2019年起尤其是在2020年后的连续三年里,虽稳住了市场份额,却丢掉了产品的溢价,致使碧桂园的新房成交均价一路下滑。碧桂园月度销售业绩显示:截至8月末,碧桂园在2022年的前八个月里实现合约销售金额2440.80亿元,同比下降了39.37%;实现合同销售面积3039.00万平方米,同比下降了34.66%;折合销售均价8031.6元每平方米,相比于上年同期的8655.8元每平方米下降了7.21%。「子弹财观」整理近五年销售业绩发现,碧桂园的合同销售均价从2015年开始一路上扬,并在2018年达到了9266.6元每平方米的历史新高,随之进入了连续三年的一路下滑。到2021年碧桂园的销售均价已下降至8402.3元每平方米,回到了2017年的均价水准。而从2022年的前八个月数据看,碧桂园的销售均价进一步下滑至8031.6元每平方米,甚至比2016年的销售均价还要低。据易居地产研究院的数据估算,在2016年到2021年的这几年时间里,全国百城房价(平均价)的累计涨幅已远超50%。而碧桂园的销售均价则在2017年和2018年的连涨两年后转而一路向下,并在2022年前八个月“一夜回到五年前”。也正是这种“以价换量”的经营策略,让碧桂园在过去的一段时间里,稳住行业龙头的地位,也硬撑住了“不违约、不暴雷、不躺平”的企业形象。但从上半年的财务数据看,碧桂园似乎已经表现出了企业经营所能承受的下限。今天的碧桂园似乎也证实了「子弹财观」在《碧桂园的虚惊一场》文章中所指出的:“流动性问题并没有解决,只是将风险推迟了”。2经营陷入泥潭碧桂园2022年半年数据显示:截至6月末,碧桂园实现营业收入1623.6亿元,同比下降30.89%;销售成本1451.53亿元,同比下降23.06%;毛利润约172.1亿元,同比下降62.82%;净利润约19.1亿元,同比下降91.49%。「子弹财观」从易居克而瑞获悉,2022年1-6月百强房企的销售额同比降幅达50.30%,而同期的碧桂园销售额虽也出现了46.36%的下滑,但也算跑赢了百强房企的平均水平。至于最终反映在营收的数据上,碧桂园则更是将这一降幅下压至30.89%。由此看来,碧桂园的业务经营状况还是很不错的。值得一提的是,在这份半年报的财务摘要(一般都在展示财务亮点)中被碧桂园重点引述的一点:“营销及市场推广成本和行政费用同比下降了36.3%”。乍一看“降成本”的效果比较明显,毕竟上半年的营收下降了30.89%,这两项成本却是下降了36.3%。图 / 碧桂园2022年半年报对于这个“降成本”我们得认可碧桂园的努力,但从结构上看,只是糟糕财务数据中少有的可以圈点的地方。直白点的意思就是,实在是找不出什么财务亮点了。对此首先要清楚的是,在营业收入下降30.89%的同时,销售成本仅下降了23.06%。销售成本的降幅远小于营收降幅,这不是降成本,反倒是提升了成本。毕竟单位营收里边的成本更高了,从而致使碧桂园2022年上半年的毛利同比大幅下降了62.82%。其次,这笔营销推广和行政开支的总金额是88.60亿元,仅占总营收比例的5.46%,相比于上年同期的5.92%仅下降了0.46个百分点。对比近年来营销推广和行政开支在碧桂园的占比来看,上半年的这个数字只能说是好于同行业,但相对于碧桂园财务的基本面而言只是中规中矩。最后,拆分来看,2022年上半年的营销推广成本45.75亿元,同比下降了40.58%,众所周知营销推广和项目销售是直接关联的,而碧桂园在2022年的上半年的销售金额是下降了46.36%。而与营收相关度较高的行政费用,这个31.03%的行政费用降幅和营收30.89%的降幅基本一致。如此,虽承认碧桂园在面临开源压力时努力想办法做节流,但这个节流效果却远不及行业的下滑来得快。成本是降了,但效果还远不尽如人意。3流动性风险加剧“降成本”固然重要,但相比于“降成本”而言更重要的是“降负债”。对于碧桂园乃至所有的房企而言,摆在房企面前的最大问题就是“高负债”下的“流动性风险”,而不是牺牲利润去压成本。据碧桂园公布的2022年半年数据显示:截至6月末,碧桂园的资产总额约1.89万亿元,相比于2021年末下降了3.08%;负债总额约1.59万亿,相比于2021年末下降了3.63%;资产负债率为83.98%,相比于2021年末仅下降了0.59个百分点。结合上半年的销售业绩以及营收和利润的下降幅度,碧桂园在“降负债”的脚步似乎也没有跟上规模收缩的步伐。而在这份财报中的另外一点被重点引述的是总借贷(有息负债)有所下降。碧桂园在这份半年的财务摘要中提到:“截至2022年6月30日,本集团总借贷为人民币2936.8亿元,相较去年底下降7.6%”。从有息债券的组成构成上来看,截至6月末碧桂园的银行贷款及其他借款余额达1812.00亿元,占总借贷的比重达61.70%(较上年末下降了3.26个百分点)。至于优先票据和公司债券,虽累计也有超千亿,但相比于上年末几乎没有太大的变动,表现平平。与负债相对应的现金流,据半年报所示:“截至2022年6月30日,本集团可动用现金余额约人民币1479.8亿元”。若是应对2936.8亿元的有息负债,这1479.8亿元的现金流储备还是很不错,尤其是在2022年的下半年里,碧桂园将没有新增到期的境外债券。这无疑能为碧桂园缓解一下当前房地产行业正面临的“流动性”危机。但我们从动态的角度去剖析就会发现,这个现金流已经比2021年末更加糟糕。首先,这1479.77亿元的可动用现金余额,相比于2021年末减少了333.23亿元,下降幅度达18.38%。其次,这1234.83亿元的非受制现金余额,相比于2021年末减少了234.71亿元,下降幅度为15.97%。受限制现金降幅虽有28.69%的下降,但这笔钱因暂时无法使用,已失去现金流的灵活性的特质,面对流动性压力也是无济于事,况且也只是减少了98.53亿元。最后,面对2936.77亿元的有息负债,这1234.83亿元的现金及现金等价物,虽明显好于绝大多数房企,但就碧桂园而言,在2021年的上半年里,有息负债的余额仅下降了7.63%,而应对流动性风险的可动用现金竟然下降了18.38%。简言之,碧桂园的债务没见得有所减少,反倒手里应对债务的现金流却出现了明显的下降。再结合销售规模的“腰斩”,购房者对市场的未来已经产生了信任危机,碧桂园的流动性风险正在一步一步加大。4结语负债没降下来,规模被腰斩了,还搭上了几乎所有的利润——这是我们对这份行业龙头半年报的最简洁归纳。这半年走来,在诸多房企接二连三地“躺平”下,行业龙头之一的碧桂园选择了“一路死扛”。业务规模上有明显的收缩,但在资产规模和负债规模依然稳居高位,降负债虽然也在做,但效果不是很明显,甚至以牺牲利润为代价。在资本市场上,投资者们也在默默地“用脚投票”。截至9月16日收盘,碧桂园的市值为590.36亿元,已经跌破600亿关口。若市场再不转向,碧桂园即便是死扛到底“不躺平”,距离恒大、融创两百多亿的市值,恐怕也是“一步之遥”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}