中国地产:政策刺激下成交量回升,行业企稳回暖的可能性增大-China Property Turning Around More Likely to Stabilize with Volume Bounce on Policy
VANKEVANKE(SZ:000002)2026-02-27 04:00

Vi e w p o i n t | 25 Feb 2026 04:58:06 ET │ 13 pages China Property Turning Around: More Likely to Stabilize with Volume Bounce on Policy CITI'S TAKE Expect more broad-based sales volume bounce in Mar on policy tailwinds — The physical market in Jan proved our view was too skeptical & we have now turned more positive on China Property. Fundamentally, we see better CNY sales in key cities, improved secondary sales from Jan, decrease in secondary listings & expect new home sales to improve in Mar/Apr given p ...