中国房地产：投资者反馈- 从 “观望” 转向怀疑；2025 财年盈利前瞻-China Property (H_A)_ Investor feedback_ “wait-and-see” to skepticism; FY25 earnings preview
2026-01-26 02:50
Accessible version China Property (H/A) Investor feedback: "wait-and-see" to skepticism; FY25 earnings preview Price Objective Change From "wait-and-see" to skepticism on policy outlook Investor feedback to our sector outlook report (YA report dated 08 January 2026), in which we expressed our contrarian positive view on the sector, has ranged from a broadly "wait- and-see" stance to skepticism. The strong performance of other sectors (especially tech) has also reduced any perceived urgency to reposition. Ke ...