高盛：中国房地产周报-第17周总结-订阅量更大幅度下滑
Goldman Sachs·2025-05-06 02:27
29 April 2025 | 7:30AM CST China Property Weekly Wrap Week 17 Wrap - Deeper pullback of subscription-based volume and visitor traffic in export centric cities Key highlights for the week: Our tariff impact assessment (Exhibit 1 to Exhibit 4, more details on methodology) showcases overall moderate sequential improvement in web-registration-based volumes, but subscription-based secondary sales in c.15 cities monitored by Beike fell 7% wow, with exports-reliant cities faring worse (-9% wow vs. -6% for cities w ...