China’s property market towards an infection point

Beijing – Wednesday, UBS analysts have been the latest to increase expectations close to the stabilization of China’s fighting real estate market.

“After a downward period after four or five years, we began to see some relatively positive signals,” he said. This is due to a CNBC translation of Mandarin-language records.

“Of course, these signals are not nationwide and can be local,” Lam said. “But compared to the past, it should be more positive.”

An indicator improves sales in China’s largest cities.

The existing home sales in five large Chinese cities are a week before a week ago, a week of a week, according to the analysis of the data obtained through wind data, climbs one-week. Unlike the initial market, which is usually newly built of new housing houses, usually called the “Middle House Sales”.

UBS now predicts China’s home prices in early 2026, the previous term of the mid-2026 will predict more than before. Secondary transactions expect to reach the total half in 2026.

UBS Four Amidor – Rising Premium, Rising Prices, Secondary Sales and Growing Rental Prices – 2014 and 2015, the company has not only improved rental prices, he said.

In September, Chinese politicians called one “Stop” in the decline in the property sectorMost of the household wealth and a few years ago contributing to more than a quarter of the economy. Great developers like Evergrande make rich Default in their debtsAccording to the Global Ratings, S & P, 2021 property sales have declined about 9.7 trillion yuan ($ 1.34 trillion) since 2021, about 9.34 trillion dollars).

China’s real estate market, in late 2020, began to rely on the debt for Beijing. Despite the fact that central and local management measures in the last year, real estate continued.

However, after the announcement of a stronger stimulus in late last year, analysts began to predict this year as soon as possible.

In January, S & P repeated global ratings See China’s real estate market to stabilize to the second half of 2025. “Middle Sales” was the leading indicator of the initial sales in “analysts.

Then, in late February, Macquarie’s head of Chinese economist Larry Hu, this year hit three “positive” signals that can support a bottom in home prices. He noted that in addition to the policy impetus, the level of unsold housing inventory has fallen to the lowest level since 2011 and the contraction between the mortgage pace and rental products may encourage lessor to buy tenants.

However, this week is an email on an email, the financial support of China’s housing market is still in support of the Central Bank.

HSBC’s Asian Head Michel Kwok, in February, the Chinese property market is “10 signs” to the bottom. The list includes the restoration of the new home sale, home prices and foreign investment participation.

In addition to state enterprises, the “foreign capital began to invest in the real estate market” – reported, “Two Shanghai invested in Shanghai on February 20 received land websites.”

Foreign investors also seek alternative ways to enter China’s real estate market after Beijing Affordable rent declared push for the apartment.

In late February, Dawesco, real estate invested in real estate, along with Ziroom, the standard, a local company known for a standard, modern apartment for rent, he said.

A joint venture, called Iraq, first opened a $ 1,200 billion yuan (about $ 160 million) in one of the 1500-room apartment for the opening of the 2027 Opening Olympic Games.

Sections will likely be leased by 5,000 yuan, Asia-Pacific, Invesco real estate, Calvin Chou. He said that the financial difficulties of the developers have created a market gap, and he expects to invest in at least one or more projects in China this year.

Ziroom’s database allows the company to quickly assess regional factors to choose new developments, Meng Yue, Director General of Ziroom assets, added foreign plans to expand abroad.