中国房地产陷入长痛僵局 China's property crisis deepens

东谈西论

中国房地产巨头碧桂园，在本月初未能按时支付 2250万美元的债息，震惊四座，陷入违约边缘。此外，恒大集团也在美国申请破产保护，负债率是 2.4万亿人民币。

中国大型房地产企业接二连三陷入债务危机，这到底是怎么回事？

谁会成为下个倒下的房地产公司？

中国的房地产是否在酝酿一场中国版的 “雷曼兄弟” 危机？

这期的早报播客《东谈西论》，听《联合早报》副总编辑韩咏红和新加坡经济学者、原新加坡国立大学李光耀公共政策学院教授陈抗详细解析。

延伸阅读：

• 韩咏红：中国房地产业的“碧桂园时刻”
• 下午察：碧桂园若倒下，会有哪些连锁反应？

China’s property giant Country Garden missed two United States dollar bond coupons due in early August, totalling US$22.5 million (S$30.5 million). Another major real estate developer, China Evergrande, filed for bankruptcy protection in the United States to protect it from creditors as it restructures its debt. The company defaulted on US$300 billion (S$407 billion) of debt in 2021.

China’s property developers are plunging into debt crises one after another. What is happening in China’s property sector? Is China on the brink of a “Lehman moment”?

In this episode of Global Heartbeat podcast, economist Chen Kang shares his insights with host Han Yong Hong. He was formerly the Professor of Economics at Lee Kuan Yew School of Public Policy, National University of Singapore.

Hosted by Lianhe Zaobao’s Associate Editor, Han Yong Hong, Global Heartbeat is a Mandarin weekly news and current affairs podcast that is updated every Tuesday, 7.00 PM SGT. It is available on zaobao.sg, Apple Podcast, Google Podcasts, Spotify and other podcast platforms.

See omnystudio.com/listener for privacy information.

章

1. 中国房地产陷入长痛僵局 China's property crisis deepens (00:00:00)

2. 中国房地产问题如何形成？ (00:01:46)

3. 不让泡沫破，地方政府发“限跌令” (00:10:34)

4. 中国的 “雷曼兄弟时刻”？ (00:14:13)

5. 中国房地产僵局 (00:16:59)