[新聞] 史上最大1920兆台幣泡沫 中國房市瀕崩盤消失
史上最大1920兆台幣泡沫 中國房市瀕崩盤
http://news.ltn.com.tw/news/focus/paper/1239502
2018-10-15
〔編譯盧永山/綜合報導〕受到美中貿易戰增溫、經濟成長趨緩等因素影響,中國房市往
年「金九銀十」盛況不再,不僅指標房企萬科、碧桂園等大打五到七折削價賣房,中國房
企更瀰漫著「只求活下去」的悲觀氛圍;規模逾四三○兆人民幣(約一九二○兆台幣)、
被形容是「史上最大泡沫」的中國房市已瀕臨崩盤。
中國GDP五倍 泡沫超過美日
中國房市多年來泡沫擴張,房地產總市值已超過四三○兆元人民幣,是中國去年GDP的
五倍;較一九九○年日本房市泡沫高峰時房地產總值是GDP的二○○%,以及二○○六
年美國次貸危機前房地產總值是GDP的一七○%,泡沫規模大了數倍。
根據萬得資訊(Wind)數據,今年上半年中國上市房企平均負債率約八十%,創十三年來
最高,債務超過千億人民幣(下同)的房企達十四家;海通證券報告顯示,上市房企今年
須償還債務達一六一三億元,是去年的二.三倍;另今年下半年上市房企海外債券到期規
模達到五六五億元,二○一九年將增至一四三七億元。
不能借新還舊 房企頻拉警報
中國房企過去要償還較大額度債務,多會透過「借新還舊」,但中國政府為了避免債務失
控,已限制在海內外發債。中國上市房企中泓股份因無法償還到期債務四十四億元,負責
人王永紅已「失聯」,綠地、萬科、富力、雅居樂等紛傳出凍結人事或裁員減薪消息。
中國不少上市房企已開始降價求售。萬科在廈門推出的一○七戶「萬科白鷺郡」別墅,原
價五百萬元,九月下旬一口氣降到二七八萬元、快打到五折;碧桂園在江西的「上饒碧桂
園」因降價三十%,十月六日有大批買貴買主砸石頭抗議;萬科董事會主席郁亮更在內部
會議,直言業務得「收斂」及「聚焦」,先保證萬科能「活下去」。
中國房地產已經在崩盤了
但是台灣人只要小跌,就會現金進場
短期內頂多盤整 不會崩盤
大家放心去睡覺了
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※ 編輯: cuttleufish (223.137.119.32), 10/15/2018 12:18:19
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