高盛：中国房地产周度综述 - 交易和市场情绪稳定；出口型城市表现持续优于大盘

27 May 2025 | 9:28AM CST China Property Weekly Wrap Week 21 Wrap - Transaction and sentiment stable; export-focused cities extended outperformance Key highlights for the week: Our tariff impact assessment (Exhibit 1 to Exhibit 4, more details on methodology) shows export-reliant cities outperformed broadly over the latest week: 1) transaction: the most export-reliant cities outperformed in both primary/secondary (+9%/+3% wow in aggregated volume vs. +4%/+2% for remaining cities); 2) secondary visitor traffi ...