Home Destocking Debate and Property Forecast Where are we now in the property downturn? China’s property activities have not bottomed since the unprecedented sharp downturn
Home Destocking Debate and Property Forecast Where are we now in the property downturn? China’s property activities have not bottomed since the unprecedented sharp downturn
Home Destocking Debate and Property Forecast Where are we now in the property downturn? China’s property activities have not bottomed since the unprecedented sharp downturn核心数据:with 2024E, with property sales, new starts and investment falling another 5-10%, 1015% and 5-10%, respectively, all weaker than our previous projections. Overall;property downturn and a significant external shock such as a 60% US tariff hike.;property sales volume declined by 51% in Q2 2024 from H1 2021, while new starts have。
覆盖 2024 年,全文约 16。
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