高盛:中国房地产周报-一手房延续下跌,二手房趋稳;聚焦城市更新政策更新
Goldman Sachs·2025-07-16 00:55
15 July 2025 | 7:08AM CST China Property Weekly Wrap Week 28 Wrap - Primary extended decline while secondary plateaued; all eyes on urban renewal policy update Key highlights for the week: We pause our tariff impact assessment, due to alleviating US-China trade tensions and a narrowing performance gap between export-hubs and other cities. Recent developments highlight intensified focus on urban renewal, with central authorities (via official media commentaries here and here) prioritizing building livable, r ...