Deutsche Bank-Asia Macro Strategy Notes RMB A stock check on the propert...

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📄 文件全名

《Deutsche Bank-Asia Macro Strategy Notes RMB A stock check on the propert....pdf》

🎯 适合读者

投资人行业研究员

📊 核心数据

1. At its peak in 2020-21, the housing sector contributed ~25% to GDP growth, ~40%
2. of local government revenue, and comprised 60-70% of household assets. Hence,
3. second-home buyers in core districts to 20% and 35%, respectively (vs. 30% and
4. 50% previously) and shortened the social security payment period required to
5. requirements to 15% for first-home buyers and to 25% for second-home buyers;

🏷️ 核心议题

#GDP