摩根大通：中国房地产-黄金周 - 开发商和代理商对房产销售及零售销售的看法

Asia Pacific Equity Research 08 May 2025 China Property Venus Choi (852) 2800-8599 venus.choi@jpmorgan.com Golden Week: What are developers & agents saying about property sales & retail sales? For the Labor Day holidays, since high-frequency sales data is based on sales registrations (网签), which does not reflect the actual sales during the Golden Week, we spoke to developers & agents on the latest trend. Among property agents, they said market sentiment in top-tier cities is tepid (but not very weak), and t ...