JPMorgan-China Property A new chapter in policy support-108291582

报告摘要

Asia Pacific Equity Research karl.chan@jpmorgan.com jocelyn.gao@jpmorgan.com

核心要点

19 May 2024

报告信息

文件全名: 《JPMorgan-China Property A new chapter in policy support-108291582.pdf》
适合读者: 战略规划行业研究员
核心数据: prices (酌情以合理价格. Accordingly, Rmb500 billion of loans (with 60%, or
15% for first homes and 25% for second homes (more); (3) the mortgage rate
80% LTV, the loans will support Rmb625 billion of purchases, representing 6-
7% of our annual sales value forecast (or 8-9% of volume, assuming a 20%
(391mn sqm GFA) at a 20% discount, this will require Rmb3.1 trillion. As for
核心议题: 管理咨询

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《JPMorgan-China Property A new chapter in policy support-108291582》主要包含哪些内容?

Asia Pacific Equity Research karl.chan@jpmorgan.com jocelyn.gao@jpmorgan.com核心数据:prices (酌情以合理价格. Accordingly, Rmb500 billion of loans (with 60%, or;15% for first homes and 25% for second homes (more); (3) the mortgage rate;80% LTV, the loans will support Rmb625 billion of purchases, representing 6-。

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