瑞银：中国股票策略-是时候让 A 股迎头赶上了吗？

ab 12 March 2025 Global Research China Equity Strategy Time for A-share catch-up? Recent data somewhat better than expected Recent macro data came in slightly better than we expected with: 1) property sales and property prices in Tier One cities stabilising, 2) domestic excavator sales recovering strongly, up 51% YoY in 2M25, and 3) anecdotally we also hear that local government repayment to suppliers have accelerated. While US trade tariffs continue to pose significant uncertainties, for listed companies t ...