“惠誉聚焦中国” 是以视频和语音播报形式，让惠誉的分析师团队为投资者、市场参与人分享他们对中国的金融及资本市场的观点和看法。
惠誉聚焦中国
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14 episodes
Updated Daily
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Podcast Overview
“惠誉聚焦中国” 是以视频和语音播报形式，让惠誉的分析师团队为投资者、市场参与人分享他们对中国的金融及资本市场的观点和看法。
Language
🇨🇳
Publishing Since
3/28/2021
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Recent Episodes
June 8, 2022
中国消费类企业承压
<p>惠誉评级预计，疫情封控措施升级将令在2021 年底陷入低迷的消费需求的复苏之路受阻。2022年疲弱的消费需求将会拖累中国的消费类企业，但对不同业务板块的信用指标影响差异很大。各零售板块中，生活必需品相对具有韧性，但餐饮服务业及汽车、服装和化妆品等非刚性支出的需求疲弱期或将比2020年更漫长，甚至会持续至疫情管控措施的直接影响消除之后的一段时间。</p><p></p><ul><li>(00:00) - 内容介绍</li> <li>(00:18) - 2020 年首轮疫情爆发后的需求反弹截然不同</li> <li>(00:48) - 消费零售需求低迷</li> <li>(01:04) - 失业率上升</li> <li>(01:23) - 2022年社会消费品零售总额惠誉预期</li> <li>(01:54) - 汽车经销商评级展望</li> <li>(02:09) - 唯品会的评级展望</li> <li>(02:36) - 感谢收听</li> </ul>
May 18, 2022
下调2022年中国新房销售预期，2023年有望缓慢复苏
惠誉评级预计，政府政策坚定转向有望提振新房市场情绪，然而2022年销售额仍料将下滑25%-30%。但当前楼市的低迷并不会打消长期住房需求，因为中国为期数年的城镇化趋势将继续驱动长期购房需求。受到2022年销售额基数低的支撑，2023年房屋销售市场有望重回小幅正增长。
March 24, 2022
煤价合理区间有助于电力、煤炭行业实现平稳收益
惠誉评级预计发改委推行煤炭中长期采购合同，并且设立煤价合理区间，将长期有助于煤炭和电力两个行业实现更稳定的现金流，提升相关企业信用资质。其中，电力企业由于浮动电价机制可助其传到上游煤价变化，将更为受益。
14 total episodes available
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- What is 惠誉聚焦中国?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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