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汇丰:北京考察总结_提振信心_中国房地产
2025-06-23 02:09

China Real Estate Equities Beijing tour wrap: Firming up confidence China We hosted a property tour in Beijing on 17-18 June; our key takeaways are summarised below. A sign of normalcy: Our two-day trip to Beijing (projects visited in Figure 2) reaffirmed our confidence in the market. Without prior knowledge, it almost appears the recent property turmoil never happened. Our project visits suggest a normalized backdrop and healthy visitation levels. Similar to our recent trips to Shanghai and Hangzhou, we we ...