UBS Economics-China Economic Perspectives _Home Destocking Debate and Prop...-110039788

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📄 文件全名: 《UBS Economics-China Economic Perspectives _Home Destocking Debate and Prop...-110039788.pdf》
🎯 适合读者: 战略规划行业研究员
📊 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
contracted by a much steeper 69% from H220, and real estate development investment
has fallen by 34% from H2 2020. That said, even after such a sharp decline and recent
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报告摘要

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

📋 核心要点(部分)

28 August 2024

❓ 常见问题

《UBS Economics-China Economic Perspectives _Home Destocking Debate and Prop...-110039788》主要包含哪些内容?

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。

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