Debt issues have attracted attention again. Vanke responded: will actively respond through sales payments, promoting Trade and other methods.
① Regarding the public debt that will expire in 2025, Vanke responded to the media by stating that the company will make all-out efforts to continue raising funds from various aspects, including operations and financing; ② In terms of sales performance, from January to December 2024, Vanke achieved a cumulative sales area of 18.107 million square meters and sales revenue of 246.02 billion yuan.
The transformation of the Banking Industry in adversity in 2024: the mud and dawn of the "light asset" vision.
How far is dawn?
COUNTRY GARDEN management: This year will work hard to find opportunities to revitalize Assets.
① The chairman of the Board of Directors of COUNTRY GARDEN Group, Yang Huifang, clarified that ensuring the delivery of houses and repairing the balance sheet are the core tasks of the company this year; ② Regarding the progress of the Overseas debt restructuring, COUNTRY GARDEN stated that the company is still in contact with major creditor groups to seek their opinions on the implementation of the comprehensive restructuring.
It's once again the annual mortgage repricing day, and Banks personnel candidly state that "revenue pressure is increasing." How to stabilize the interest margin under the expectation of interest rate cuts?
① With the arrival of the repricing cycle on January 1st, many industry professionals who spoke with reporters from the Financial Association stated that "revenue pressure is increasing." ② Looking ahead to 2025, many experts believe that the policy interest rates need to be further lowered during the year, and mortgage rates will continue to decline. ③ From the perspective of the Industry, controlling costs remains the primary measure each bank is taking to ease the downward pressure on interest margins.
At the end of 2024, the top 100 real estate companies will see a rebound in sales, with the number of companies exceeding one billion reduced to 11.
By the end of 2024, the sales of the top 100 real estate companies will show a tail end market trend; the number of billion-yuan and hundred-million-yuan real estate companies continues to decrease, with the number of billion-yuan companies further reduced to 11 in 2024, returning to the level of 2016.
On the first trading day of the New Year, Bank stocks opened high and then fell back. Many Institutions: the opening performance may be better than in previous years, but the trend of declining net interest margin remains unchanged.
① The crediting ratio between each quarter is expected to recover to a ratio of 4:3:2:1. ② It is expected that policy trends will continue, gradually boosting demand in the Real Estate sector. ③ This year, the decline in net interest margin for Banks is narrower compared to 2024, with a calculated interest margin of 1.34% under neutral assumptions.