UBS Equities-China Property _The potential destocking models_ Lam-108240673

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📄 文件全名: 《UBS Equities-China Property _The potential destocking models_ Lam-108240673.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: months to a normal level (Figure 1). Despite the recent rally, we still expect 30-40%
35% discount (wiping out the land premium that the developers had paid). We consider
and tenure of funding have to be lower than current tier 1-2 rental yield of 1.7% (Figure
28% of urban housing stock (29.5bn sqm) was built before 2000 (Figure 82 8 % o f C h i n a ' s h o u s i n g s t o c k , o r 8 . 1 b n s q m , w a s b u i l t b e f o r e 2 0 0 0 ), and thus
launched the trade-in target of 5,000 units (5.6% of its 2023 new home sales), and
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Global Research and Evidence Lab Acquisition of unsold properties from distressed developers On 15 May, Bloomberg reported that the government would consider acquiring unsold

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《UBS Equities-China Property _The potential destocking models_ Lam-108240673》主要包含哪些内容?

Global Research and Evidence Lab Acquisition of unsold properties from distressed developers On 15 May, Bloomberg reported that the government would consider acquiring unsold核心数据:months to a normal level (Figure 1). Despite the recent rally, we still expect 30-40%;35% discount (wiping out the land premium that the developers had paid). We consider;and tenure of funding have to be lower than current tier 1-2 rental yield of 1.7% (Figure。

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