瑞银： 地产-揭开去库存模式
中国银行·2024-05-19 15:04
更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 UBS Global Research and Evidence Lab 18 May 2024 First Read China Property Unveiling the destocking model Equities China Real Estate multiple ministries including MoHURD (Ministry of Housing and Urban-Rural Development) and PBoC. The press release confirms the government is going to acquire inventory for social housing, which is the right direction in our view, and inline with the Politburo meeting tone (see our note). Whilst the funding scale of Rmb500bn may lie at the low end o ...