专家：万科负债6000亿，很难救，必须“背水一战”！_老虎社区_美港股上老虎

专家：万科负债6000亿，很难救，必须“背水一战”！

中华网2023-11-10

一场激烈交锋拉开了帷幕。站在最前线的，是房企中的“优等生”万科。而给万科站台助拳的，则是一尊庞然大物——深圳国资。一场事关房地产的保卫战，已经打响了。近日，万科在遭遇股债双杀的后，紧急召开发布会，有国资背景的深圳地铁现身支持。资深房地产从业者西峯表示：万科负债6000亿，很难救。目前看万科的问题也是全行业的问题。一些体量比较大或者比较激进的企业首当其冲，包括恒大、碧桂园和融创，当然不代表那些中小型...

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long or short
·2023-11-10
别吓我，我还有万科股票
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lailailai1
·2023-11-10
万科出问题就说明彻底没救了。
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漫无边际无聊赖
·2023-11-10
中国平安申请出战
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LYSSZ
·2023-11-10
标题党！胡说八道，不知道在说什么！
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芥末小生
·2023-11-10
啥砖家啊
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滕大宝
·2023-11-10
我看不止6000亿吧
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湖北鄂州熊老师
·2023-11-10
再来一次涨价去库存
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必须“背水一战”五年前，万科第一个喊出来“活下去”，那时候是房地产16年高潮后的巅峰或者接近巅峰，几乎所有人都在喊，这是个疯子，可是这么先知，怎么也面临雷呢?万科必须“背水一战”，也就是要么死、要么活，没有中间状态。如果包袱甩不掉，就活不下去。首先，西峯指出政策援助金额相对较小，主要偏向国企。万科面临的巨额负债问题被放大，需要更大规模的援助。他提到，如果深圳地铁能拿出100亿援助万科，按照万科目前的负债状况，可能需要利润100年才能还清。这一数据引起了市场的震惊，也反映出当前救市措施相对不足、过于缓慢。对于房地产行业的可持续发展，西峯呼吁寻找一条更为长久的道路。他认为，房地产行业虽然长期来看会走向低谷，但走向低谷的方式却有选择的余地。在当前形势下，亟需为房地产行业找到一种可持续的发展之道。近期，万科在美元债券市场遭遇了一系列波动，尤其是2027年和2029年到期的两只远期美元债券价格大幅下跌。这引发了市场对万科金融状况的担忧，也导致了股价和债券价格的双重下跌。在这关键时刻，万科迅速召开发布会，宣布深圳地铁将为其投入超过10亿美元支持。这一承诺既缓解了万科的资金压力，也在一定程度上稳定了公司的股价和债券价格。发布会背后的意义在于向市场传递积极信号。这不仅是深圳地铁对万科的实质性支持，更是一种对市场的回应和自我宣示。万科展示了他们在面对困境时的果断行动，同时也表达了对未来的信心。这对于投资者而言，是一种积极的向市场展示决心的方式。对于万科而言，这次发布会不仅是获得了实质性的资金支持，更是在市场压力下展现了应对挑战的能力。这不仅有助于缓解短期的金融困境，更向市场传递了一个强有力的信号——我们正在积极应对，我们有信心和实力。这种积极态度对于企业的形象和股价的稳定都有着积极的影响。在这个风云变幻的时刻，万科选择与深圳地铁合作，共克时艰。这种合作不仅是对企业之间的支持，更是一种在困境中相互携手前行的姿态。我们期待万科能够借助这次合作，继续在房地产行业中保持稳健发展，为投资者创造更多价值。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":239979701760032,"gmtCreate":1699607432210,"gmtModify":1699607433758,"author":{"id":"3493179575404193","authorId":"3493179575404193","name":"long 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