Property Market Stimulus

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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 ...
高盛:中国市场的三件事
Goldman Sachs· 2025-07-15 01:58
13 July 2025 | 10:12PM HKT China: Three things in China Three quick highlights from China: n PPI deflation deepened in June: Although China's CPI inflation edged up from -0.1% yoy in May to +0.1% yoy in June, PPI inflation dipped further from -3.3% yoy to -3.6% yoy. This marks the most negative PPI inflation since July 2023 and the 33rd consecutive month of year-on-year PPI deflation. Combined with domestic concerns over manufacturers' delaying payments to suppliers and increased complaints from major tradi ...