福清扫地僧 发表于 2021-8-20 09:09:03

传言被实锤,债务缠身,恒大的房子你还敢买吗?

<p data-mpa-powered-by="yiban.io"><br mpa-from-tpl="t"/></p><p><br/></p><section data-mpa-template="t" mpa-from-tpl="t"><section style="margin: 10px auto;max-width: 100%;text-align: center;box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><section style="margin-bottom: 3px;margin-left: 33px;max-width: 100%;font-size: 0px;box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><span style="margin-bottom: 10px;max-width: 100%;width: 6px;height: 6px;border-width: 1px;border-style: solid;border-color: white;display: inline-block;background-color: rgba(231, 59, 0, 0.2);box-sizing: border-box !important;word-wrap: break-word !important;"></span><span style="max-width: 100%;display: inline-block;width: 10px;height: 10px;border-width: 1px;border-style: solid;border-color: white;opacity: 0.6;background-color: rgba(231, 59, 0, 0.498039);box-sizing: border-box !important;word-wrap: break-word !important;"></span>&nbsp;&nbsp; &nbsp;</section><section style="margin-top: -2px;max-width: 100%;font-size: 0px;box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><section style="max-width: 100%;display: inline-block;width: 15px;height: 15px;border-width: 1px;border-style: solid;border-color: white;opacity: 0.9;vertical-align: bottom;background-color: rgba(231, 59, 0, 0.701961);box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><br/></section><section style="max-width: 100%;border-width: 1px;border-style: solid;border-color: rgb(255, 255, 255);width: 30px;height: 30px;line-height: 30px;display: inline-block;vertical-align: top;background-color: rgb(231, 59, 0);box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><p style="margin-right: auto;margin-left: auto;max-width: 100%;min-height: 1em;white-space: pre-wrap;color: rgb(255, 255, 255);min-width: 1px;font-size: 16px;box-sizing: border-box !important;word-wrap: break-word !important;">01</p></section><section style="max-width: 100%;display: inline-block;width: 15px;height: 15px;border-width: 1px;border-style: solid;border-color: white;opacity: 0.9;vertical-align: top;background-color: rgba(231, 59, 0, 0.701961);box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><br/></section></section><section style="margin-top: 3px;margin-left: -33px;max-width: 200%;font-size: 0px;box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><span style="max-width: 100%;display: inline-block;width: 10px;height: 10px;border-width: 1px;border-style: solid;border-color: white;opacity: 0.6;background-color: rgba(231, 59, 0, 0.498039);box-sizing: border-box !important;word-wrap: break-word !important;"></span><span style="margin-bottom: -10px;max-width: 100%;width: 6px;height: 6px;border-width: 1px;border-style: solid;border-color: white;display: inline-block;background-color: rgba(231, 59, 0, 0.2);box-sizing: border-box !important;word-wrap: break-word !important;"></span>&nbsp;&nbsp; &nbsp;</section></section></section><p><br/></p><p><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;">今晚,人民银行官网给恒大留了头条,标题为:</span><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;">人民银行、银保监会约谈恒大集团。</span><br/></p><p><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;"><br/></span></p><p style="text-align: center;"></p><p style="margin-bottom: 10px;line-height: 1.75em;"><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;"><span style="font-size: 16px;font-family: Calibri;"></span></span><br/></p><p style="margin-bottom: 10px; line-height: 1.75em; text-align: justify;"><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;">这则消息迅速引爆,之前有关恒大的传言被实锤,这下恒大也不用遮遮掩掩了。从官方披露的内容看,告诉我们两点,一是恒大目前存在债务危机,二是顶层希望恒大要积极化解,维护市场稳定。</span></p><p style="margin-bottom: 10px; line-height: 1.75em; text-align: justify;"><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;">那么我们所关心的是,恒大到底欠了多少钱?据此前公告,截至<span style="font-size: 16px;font-family: Calibri;">6</span>月底,恒大总负债已从去年的<span style="font-size: 16px;font-family: Calibri;">8700</span>亿降到了<span style="font-size: 16px;font-family: Calibri;">5700</span>亿。我们就以这<span style="font-size: 16px;font-family: Calibri;">5700</span>亿作为恒大目前负债,而这么多负债恒大能不能还上?按照目前形势,显然不可能。据恒大<span style="font-size: 16px;font-family: Calibri;">2020</span>年年报,恒大地产去年实现营业收入为<span style="font-size: 16px;font-family: Calibri;">5072.5</span>亿元,但净利润仅<span style="font-size: 16px;font-family: Calibri;">314</span>亿元。地产作为高利润项目,如今如此薄利也是有限。所以为了化解债务危机,恒大也做了很多措施,如全国<span style="font-size: 16px;font-family: Calibri;">75</span>折售房、增发新股、出售恒腾网络<span style="font-size: 16px;font-family: Calibri;">19%</span>股权和<span style="font-size: 16px;font-family: Calibri;">10</span>亿元盛京银行股份,另据公告恒大还要出售恒大汽车和恒大物业部分权益等。这些有的企业在亏损状态,如恒大汽车,其实早出售也可以及时止损。不过,这些回款对于<span style="font-size: 16px;font-family: Calibri;">5700</span>亿还是如九牛一毛!</span></p><p style="margin-bottom: 10px;line-height: 1.75em;"><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;"><br mpa-from-tpl="t"/></span></p><p><br/></p><section data-mpa-template="t" mpa-from-tpl="t"><section style="margin: 10px auto;max-width: 100%;text-align: center;box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><section style="margin-bottom: 3px;margin-left: 33px;max-width: 100%;font-size: 0px;box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><span style="max-width: 100%;display: inline-block;width: 10px;height: 10px;border-width: 1px;border-style: solid;border-color: white;opacity: 0.6;background-color: rgba(231, 59, 0, 0.498);box-sizing: border-box !important;overflow-wrap: break-word !important;"></span>&nbsp;&nbsp; &nbsp;</section><section style="margin-top: -2px;max-width: 100%;font-size: 0px;box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><section style="max-width: 100%;display: inline-block;width: 15px;height: 15px;border-width: 1px;border-style: solid;border-color: white;opacity: 0.9;vertical-align: bottom;background-color: rgba(231, 59, 0, 0.701961);box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><br/></section><section style="max-width: 100%;border-width: 1px;border-style: solid;border-color: rgb(255, 255, 255);width: 30px;height: 30px;line-height: 30px;display: inline-block;vertical-align: top;background-color: rgb(231, 59, 0);box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><p style="margin-right: auto;margin-left: auto;max-width: 100%;min-height: 1em;white-space: pre-wrap;color: rgb(255, 255, 255);min-width: 1px;font-size: 16px;box-sizing: border-box !important;word-wrap: break-word !important;">02</p></section><section style="max-width: 100%;display: inline-block;width: 15px;height: 15px;border-width: 1px;border-style: solid;border-color: white;opacity: 0.9;vertical-align: top;background-color: rgba(231, 59, 0, 0.701961);box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><br/></section></section><section style="margin-top: 3px;margin-left: -33px;max-width: 200%;font-size: 0px;box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><span style="max-width: 100%;display: inline-block;width: 10px;height: 10px;border-width: 1px;border-style: solid;border-color: white;opacity: 0.6;background-color: rgba(231, 59, 0, 0.498);box-sizing: border-box !important;overflow-wrap: break-word !important;"></span><span style="margin-bottom: -10px;max-width: 100%;width: 6px;height: 6px;border-width: 1px;border-style: solid;border-color: white;display: inline-block;background-color: rgba(231, 59, 0, 0.2);box-sizing: border-box !important;word-wrap: break-word !important;"></span>&nbsp; &nbsp;&nbsp;<span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;text-align: justify;"></span></section></section></section><p><br/></p><p style="text-align: center;"></p><p style="margin-bottom: 10px;line-height: 1.75em;"><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;"><span style="font-size: 16px;font-family: Calibri;"></span></span><br/></p><p style="margin-bottom: 10px; line-height: 1.75em; text-align: justify;"><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;">不过重要的一点是,恒大的土储足够多,据相关统计,截止<span style="font-size: 16px;font-family: Calibri;">2020</span>年末恒大可售住宅土储面积为<span style="font-size: 16px;font-family: Calibri;">2.31</span>亿平方米,另<span style="font-size: 16px;font-family: Calibri;">2021</span>年<span style="font-size: 16px;font-family: Calibri;">1-6</span>月份恒大新增货值为<span style="font-size: 16px;font-family: Calibri;">234.8</span>亿元,而一份资料显示<span style="font-size: 16px;font-family: Calibri;">2021</span>年<span style="font-size: 16px;font-family: Calibri;">1--6</span>月恒大的销售均价为<span style="font-size: 16px;font-family: Calibri;">8294.741</span>元<span style="font-size: 16px;font-family: Calibri;">/</span>平,所以我们粗略计算,以<span style="font-size: 16px;font-family: Calibri;">2</span>亿平面积乘以<span style="font-size: 16px;font-family: Calibri;">8294</span>元<span style="font-size: 16px;font-family: Calibri;">/</span>平的均价可得恒大目前的总货值约<span style="font-size: 16px;font-family: Calibri;">1.66</span>万亿。加上恒大是个大集团,还有恒大童世界、</span><span style="font-family: Calibri;font-size: 16px;letter-spacing: 0.5px;">健康产业</span><span style="font-size: 16px;letter-spacing: 0.5px;font-family: 宋体;">、恒大</span><span style="font-family: Calibri;font-size: 16px;letter-spacing: 0.5px;">冰泉</span><span style="font-size: 16px;letter-spacing: 0.5px;font-family: 宋体;">等多个产业<span style="font-size: 16px;font-family: 宋体;">,所以,客观的说,因为</span><span style="font-size: 16px;font-family: Calibri;">5700</span><span style="font-size: 16px;font-family: 宋体;">亿的负债导致崩盘不会发生。</span></span></p><p style="margin-bottom: 10px; line-height: 1.75em; text-align: justify;"><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;">但为何官方会在这个时候爆出来?说来还是有用意的。</span></p><p style="margin-bottom: 10px; line-height: 1.75em; text-align: justify;"><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;">虽然刚才粗略计算下恒大的家底,但<span style="font-size: 16px;font-family: Calibri;">5700</span>亿的负债并不是小数目。地产作为高利润项目,近年来被持续打压,虽然恒大每年销售额皆大幅增长,但因为<span style="font-size: 16px;font-family: Calibri;">75</span>折销售,以及楼市艰难,其实际净利润大打折扣,加上其他项目不怎么赢利,如恒大冰泉、恒大汽车等,所以造成了一系列问题,比如商票延期兑付等等,面对这么多的负债,加上最近恒大动作频频,一时间传言四起,这对企业来说很不利。毕竟房企牵扯的面太广,直接牵扯到供应商、施工方、购房者以及银行等等,负面压身将导致企业寸步难行,甚至崩盘,进而影响到整个链条。另外恒大还是上市公司,情况其实更为复杂,所以,不如及时披露信息,以正视听,稳定市场。</span></p><p style="margin-bottom: 10px; line-height: 1.75em; text-align: justify;"><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;"><br mpa-from-tpl="t"/></span></p><p><br/></p><section data-mpa-template="t" mpa-from-tpl="t"><section style="margin: 10px auto;max-width: 100%;text-align: center;box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><section style="margin-bottom: 3px;margin-left: 33px;max-width: 100%;font-size: 0px;box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><span style="margin-bottom: 10px;max-width: 100%;width: 6px;height: 6px;border-width: 1px;border-style: solid;border-color: white;display: inline-block;background-color: rgba(231, 59, 0, 0.2);box-sizing: border-box !important;word-wrap: break-word !important;"></span><span style="max-width: 100%;display: inline-block;width: 10px;height: 10px;border-width: 1px;border-style: solid;border-color: white;opacity: 0.6;background-color: rgba(231, 59, 0, 0.498039);box-sizing: border-box !important;word-wrap: break-word !important;"></span>&nbsp;&nbsp; &nbsp;</section><section style="margin-top: -2px;max-width: 100%;font-size: 0px;box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><section style="max-width: 100%;display: inline-block;width: 15px;height: 15px;border-width: 1px;border-style: solid;border-color: white;opacity: 0.9;vertical-align: bottom;background-color: rgba(231, 59, 0, 0.701961);box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><br/></section><section style="max-width: 100%;border-width: 1px;border-style: solid;border-color: rgb(255, 255, 255);width: 30px;height: 30px;line-height: 30px;display: inline-block;vertical-align: top;background-color: rgb(231, 59, 0);box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><p style="margin-right: auto;margin-left: auto;max-width: 100%;min-height: 1em;white-space: pre-wrap;color: rgb(255, 255, 255);min-width: 1px;font-size: 16px;box-sizing: border-box !important;word-wrap: break-word !important;">03</p></section><section style="max-width: 100%;display: inline-block;width: 15px;height: 15px;border-width: 1px;border-style: solid;border-color: white;opacity: 0.9;vertical-align: top;background-color: rgba(231, 59, 0, 0.701961);box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><br/></section></section><section style="margin-top: 3px;margin-left: -33px;max-width: 200%;font-size: 0px;box-sizing: border-box !important;word-wrap: break-word !important;" mpa-from-tpl="t"><span style="max-width: 100%;display: inline-block;width: 10px;height: 10px;border-width: 1px;border-style: solid;border-color: white;opacity: 0.6;background-color: rgba(231, 59, 0, 0.498039);box-sizing: border-box !important;word-wrap: break-word !important;"></span><span style="margin-bottom: -10px;max-width: 100%;width: 6px;height: 6px;border-width: 1px;border-style: solid;border-color: white;display: inline-block;background-color: rgba(231, 59, 0, 0.2);box-sizing: border-box !important;word-wrap: break-word !important;"></span>&nbsp;&nbsp; &nbsp;</section></section></section><p><br/></p><p style="text-align: justify;"><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;">不过,信息的披露,对恒大肯定会产生影响,首先影响最大的就是地产项目。</span><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;">目前,恒大在福州市区有两个项目,一个是恒大天璟,一个是滨江左岸。</span><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;">对于已买房的业主来说,最关心的莫过于会不会烂尾。</span><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;">相比此前出现问题的泰禾和福晟,目前这两个房企在福州的项目还没出现烂尾</span><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;">,且恒大的资产数倍于他们,加上现在已引起顶层重视,烂尾的概率应该不大。</span><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;">不过有一点必须引起重视,毕竟现在楼市环境恶劣,为了加快回款还债,其楼盘会有降价的压力,滨江左岸就是例子。</span><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;">至于会不会暴跌概率应该也不大,毕竟顶层的意思是要稳。</span><br/></p><p style="margin-bottom: 10px; line-height: 1.75em; text-align: justify;"><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;">如今恒大的事情人尽皆知,以前还可以遮遮掩掩,现在已无法遮盖,对于购房者来说,面对恒大的房子,他们心里肯定会更加犹豫,毕竟不确定性增多。所以,此次官方披露消息一方面也在提醒广大购房者,买房需谨慎!恒大作为头部房企,何况其他房企?!</span></p><p style="margin-bottom: 10px; line-height: 1.75em; text-align: justify;"><span style="font-family: 宋体;font-size: 16px;letter-spacing: 0.5px;">最后,还是弱弱的问一句,恒大的房子你还敢买吗?欢迎留言讨论!</span>(来源:说房九点半)</p><link rel="stylesheet" href="//www.fqlook.cn/source/plugin/wcn_editor/public/wcn_editor_fit.css?v134_Nz7" id="wcn_editor_css"/>

啸天990 发表于 2021-8-20 10:00:05

谁还敢买?{:5_215:}

私の時間 发表于 2021-8-20 10:02:17

现房只要降价了就可以买不过不知道降价的底线

绝色 发表于 2021-8-20 13:12:56

许家印辞职背后还有更深层次的原因

默默无闻1 发表于 2021-8-20 13:13:21

不要买。。。。。。。。
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