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招商银行房地产和地方政府融资平台贷款情况(亿元)
招商银行房地产和地方政府融资平台贷款情况(亿元)
行业数据
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所属报告:
招商银行-公司研究报告-核心价值持续;业绩稳健-230325(23页).pdf
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产业链
2026-06-26
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日本房地产企业和产业链企业相对日经225超额收益
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产业链
2026-06-26
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2010年以来房地产产业链PB(LF)估值水平(倍)
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产业链
2026-06-26
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2026年是地方政府换届启动之年,地方政府主动压降存量风险、优化债务结构和加快实现阶段性清零目标的积极性进一步提升
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行业数据
2026-06-25
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图24、房地产规模占比提升2.82pct至32.4%
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市场规模
2026-06-25
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股票在美国居民资产中占比与房地产接近
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行业数据
2026-06-23
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韩国奢侈品消费规模和房地产、股市资产价格上涨呈正相关
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市场规模
2026-06-18
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近几年我国房地产销售额及占GDP比重
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行业数据
2026-06-12
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行业数据
2026-07-30
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行业数据
2026-07-30
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行业数据
2026-07-30
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行业数据
2026-07-30
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地方政府融资平台业务风险情况:地方政府融资平台广义口径风险业务余额 2,636 亿元(含实有及或有信贷、债券投资、自营及理财资金投资等业务),较上年末增加 19 亿元。其中,境内公司贷款余额 1,326 亿元,较上年末增加 91 亿元,占公司贷款和垫款总额的 2.32%,较上年末上升 0.10 个百分点。截至报告期末,地方政府融资平台业务不良贷款率仅为 0.14%,较上年末、1H22 分别大幅下降 0.49、0.60 个点。
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