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  7. 中国房地产市场现状分析:碧桂园、恒大、中植、中融信托城投债的影响

中国房地产市场现状分析:碧桂园、恒大、中植、中融信托城投债的影响

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Chinese
Variant 1
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Video by: 還是伐靈
探讨中国房地产市场的最新情况,以最近的公司新闻为基础,特别关注碧桂园、恒大、中植、中融信托城投债等公司的财务数据和影响。了解房地产市场的挑战和趋势,以及这些公司所面临的困境。
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Video Summary & Chapters

0:19
1. Introduction 🌍
Overview of the recent global economic news regarding the real estate market.
0:40
2. Financial Data of 2022 📊
Analysis of the financial data released by a major company in September 2022.
1:09
3. Financial Crisis Unfolds 💸
Discussion on the unexpected liquidity crisis faced by a company.
1:45
4. Profit Warnings and Debt Issues 💰
Announcement of profit warnings and debt repayment issues by real estate companies.
2:34
5. Market Panic and Bond Prices 📉
Impact of financial distress on the market leading to panic and plummeting bond prices.
3:32
6. 整体了解中国房地产市场
介绍中国房地产市场的基本运作方式
4:29
7. 地方政府融资方式
解释地方政府通过债券融资的方式
5:06
8. 成头债总量增长
探讨中国成头债总量的增长趋势
5:18
9. China's Debt Crisis
Overview of China's increasing debt crisis.
6:07
10. Rise of Country Garden (碧桂园)
Insight into the development and success of Country Garden in the real estate industry.
7:09
11. Expansion of Country Garden
Country Garden's rapid expansion and international ventures.
7:35
12. Challenges Faced by Country Garden
Obstacles encountered by Country Garden in its overseas projects.
7:49
13. Understanding Bi Guo Yuan's Scale
Exploring the massive scale of Bi Guo Yuan and its impact on the real estate market.
8:01
14. Innovative Financing Models
Diving into the unique financing models adopted by real estate companies like using commercial bills and trust funds.
8:37
15. Challenges with Commercial Bills and Trusts
Discussing the risks and issues associated with the extensive use of commercial bills and trust funds in the real estate sector.
9:49
16. Exploring Trust Funds in China
Understanding the concept of trust funds in the Chinese context and their role in asset inheritance and risk management.
10:19
17. Investing in Non-Standard Assets
Analyzing the investment opportunities and risks associated with non-standard assets like real estate in the financial sector.
10:44
18. 信图行的规模与融资
介绍信图行在房地产领域的规模和融资情况
10:57
19. 中植集团及信托公司
探讨中植集团旗下信托公司的情况和重要性
11:13
20. 中融国际信托概况
分析中融国际信托在市场中的地位和资产管理情况
11:40
21. 中红信托的产品与风险
评述中红信托的产品特点和背后的风险因素
12:09
22. 中国家庭债务与房地产
探讨中国家庭债务增长对房地产市场的影响
12:27
23. 中国房地产市场的杠杆问题
分析中国房地产市场中存在的杠杆问题和调控措施
12:48
24. 借贷与投资回报关系
讨论借贷资金投入与投资回报之间的关系
13:10
25. 中国与韩国房地产发展
比较中国与韩国房地产市场发展历程和问题
13:13
26. Global Economic Shift 🌍
Discussion on the shift towards a globalized economy and its impact on export-oriented economies.
13:28
27. Government Intervention 🏛️
Introduction of three red lines by the government to restrict real estate financing and tighten credit conditions.
13:39
28. Challenges Faced by Companies 🏢
Impact of regulatory measures on companies like Evergrande facing financial difficulties.
13:52
29. City Regulations 🏙️
Implementation of price control measures in cities to prevent malicious price reductions by real estate developers.
14:05
30. Demand and Population Dynamics 📊
Analysis of declining housing prices in Chinese cities due to insufficient demand and population trends.
14:31
31. Significance of Real Estate Market 🏠
Explanation of the importance of the real estate market as a significant credit market in the economy.
14:46
32. Systemic Risk Management 🛡️
Efforts to contain the impact of real estate market fluctuations on the broader economy and financial system.
14:59
33. Government Measures and Market Response 📈
Impact of government policies like the 16 financial measures on the real estate market and stock performance.
15:18
34. Company Resilience and Defaults 💪
Overview of Evergrande's resilience and status as a prominent private real estate company amidst market challenges.
15:36
35. Financial Impact on Executives 💼
Discussion on significant salary reductions for executives like Evergrande's Xu Jiayin amid financial turmoil.
15:47
36. Market Conditions in 2020 📉
BG Group facing liquidity challenges due to policy changes resulting in salary reductions.
15:48
37. 房地产市场预期
2023年房地产市场未如预期反弹
16:04
38. 房地产投资下降
全国房地产投资同比下降8.5%
16:19
39. 房企销售额下降
碧桂园上半年销售额下降31.4%
16:40
40. 房企资金问题
房企和信托公司资金问题导致债务重组
16:52
41. 债务重组方案
探讨房企债务重组的常见方式
17:30
42. 恒大与碧桂园比较
碧桂园债务情况相对恒大较强
17:44
43. 房地产市场展望
未来房地产市场发展取决于三四线城市表现
17:51
44. 地产股神奇表现
地产股表现神奇,资金流入保利、万科等
18:08
45. 政府支持房地产
政府开始强力支撑房地产市场
18:16
46. 质场对政府干预预期 📈
金融市场对政府干预预期的影响
18:40
47. 地产股涨势 📈
分析7月底地产股上涨的原因
18:51
48. 地方政府债务解决方案 💡
探讨解决地方政府债务风险的方案
19:06
49. 楼市刺激措施 🏠
分析8月对楼市进行的刺激措施
19:26
50. 贷款需求刺激 📊
分析刺激不动产需求和贷款需求的措施

Video Transcript

0:19
破的房地产市场应该是最近一个月全球经济最大的新闻
0:24
所以我今天就尽量依据这些客观事实结合
0:27
最近发生的这些新闻来跟大家一起聊聊
0:29
希望能帮大家至少认清一个客观的现状
0:32
我们现在到底是什么样
0:33
Wayrv222
0:35
咱先简单过一下前一阵发生的事
0:40
7月17号很大公布了9月的2012-202年的财务数据
0:44
截止到2022年底它的总副债是2.44万亿
0:47
總資產是1.840萬億
0:49
你看 這就已經嚴重的自不理戰
0:51
這兩年 它的虧損總計超過了8000億元
0:54
什麼概念就平均每天
0:55
它就要虧11億億元
0:57
就是1.5億美元
0:58
你聽這個數字已經非常震撼了吧
1:00
但畢竟是很大
1:01
所以很多人可能就已經見怪不關
1:03
不過之後畢貴元出現的流動行危機
1:06
就增長了很多人非常出乎意料了
1:09
27號市場流傳出來一份紅頭文件
1:12
佛山自然自然局吹畢貴元還錢13.7億元
1:15
這文件你就說了
1:16
今年6月1号
1:17
一个元刚刚签了合同说
1:19
拿一块地
1:19
7月15号
1:20
正常应该付第一笔款13.7元
1:22
结果得一笔就还不上了
1:25
而就在同一天
1:27
也是8月7号
1:28
一个元的境外有2,250万美元债的利息
1:30
也还不上
1:31
宣布委员
1:31
那市场可就傻眼了
1:33
这个是并未原
1:34
一年房子能卖3次千亿的并未原
1:37
现在连一亿多利息付不起
1:38
接下来它面临90月份是大量的美债到期
1:41
你说到时候将近要付20亿美元
1:43
那可扎证
1:45
《戰媒》完8月10號
1:47
玉瑞園又開始給大家預防之後
1:49
發佈了一個盈利預警
1:50
在今年上半年
1:51
孤算虧損將在455-511元之間
1:54
這什麼概念
1:55
玉瑞園從上市以來
1:57
去年首次虧損虧了61元
1:59
今年是在上半年
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