高盛：房地产晴雨表(6月24日)去库存政策执行已开始,但尚未看到影响。

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 Goldman 高成 Sachs 13 June 2024 | 9:23AM CST 研报数据加V：shuinu987 Our China Property Barometers (past publications here) report follows on with datapoints relevant to our earlier discussion in Focus shifting to the secondary market and "Stage ll easing" to encapsulate household demand and supply-side industry liguidity changes (details in our first edition) in light of the rising secondary supply which could generate AsP pressure'and create a negative feedback loop. Over the past month ...