Group 1 - Goldman Sachs predicts that new home prices in China may decline by 20% to 25% from now until the end of 2025, with a stabilization expected by the end of 2025 [3][6] - The basis for Goldman Sachs' prediction includes a staggering debt related to real estate amounting to 59 trillion and an inventory level projected to reach 93 trillion by the end of 2024 [6] - The previous prediction by Goldman Sachs suggested that prices would not stabilize until the third quarter of 2027, indicating a rapid change in outlook within a short time frame [10] Group 2 - The current market situation shows a divergence between first-tier cities, where the market is stabilizing, and third- and fourth-tier cities, which continue to struggle with high inventory and declining prices [12][14] - In many third- and fourth-tier cities, prices have dropped by over 30%, with some areas experiencing even steeper declines, leading to a cautious sentiment among potential buyers [12] - The recommendation for potential homebuyers is to approach the market rationally, considering personal financial situations and market conditions before making decisions [14][19]
高盛再次对中国楼市放话:房价将再次下跌25%