惠譽:內地國有房企與民營房企的信用狀況將進一步分化
評級機構惠譽表示,去年內地百強房企合計市場份額下滑,因為百強房企合同銷售額受到民營房企較弱表現拖累。百強房企流失的市場份額被規模較小的地方性國有房企所取代,因為購房者認為國有房企的項目風險低於民營房企。
惠譽監測50家房企的數據顯示,按合同銷售額計算,2022年、2023年國有房企的表現均顯著優於未違約民營房企的表現,而後者的表現略優於已違約民營房企同業。多數民營房企需要借助大幅降價來吸引購房者。
國有房企憑藉更雄厚的融資來源,更有實力利用行業下行來拿地,有助在未來幾年內獲得更多的可售資源。惠譽認為,相關因素加上購房者對民營房企信心不足,而且信心需假以時日方可重振,將在中期內壓制民營房企的市場份額。
惠譽指,未來幾年,國有房企和民營房企的信用狀況可能進一步分化,在今年房地產行業不會全面快速復甦的情況下尤其如此。
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