DATA REAL ESTATE Home prices slid across China’s major cities in Nov, number of cities with falling home prices hit highest in nine years >>>
DATA REAL ESTATE Guangzhou’s second-hand home sales rose on month for 4th straight month, prices fell for 6th consecutive month >>>
DATA REAL ESTATE China’s new home inventory rose significantly in H2, lower-tier cities’ inventory hit multi-year high >>>
COMPANY NEWS POLICY & REGULATION REAL ESTATE Chinese banks hold meetings with property developers to step up financing support >>>>
COMPANY NEWS REAL ESTATE STOCKS China Evergrande tumbled in Hong Kong on its property management unit’ lawsuit against parent company >>>
BONDS COMPANY NEWS REAL ESTATE Property developer China Aoyuan and subsidiary Add Hero’s debt restructuring plan approved by creditors >>>
POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Reported policy measures to support property developers’ financing depend on implementation, low chance for distressed developers to get funding – Fitch >>>
COMPANY NEWS REAL ESTATE STOCKS Zhuhai Wanda seeking to delay Hong Kong IPO to as late as 2026 – report >>>
POLICY & REGULATION REAL ESTATE China’s tech hub Shenzhen relaxed property restrictions to support sluggish housing market >>>
BONDS COMPANY NEWS REAL ESTATE Chinese conglomerate Dalian Wanda seeks dollar bond extension amid liquidity pressure >>>
POLICY & REGULATION REAL ESTATE Some Chinese property developers confirmed existence of “whitelist” – state-backed media >>>
POLICY & REGULATION REAL ESTATE STOCKS VIEWS & ANALYSIS China’s “whitelist” to provide short-term boost to real estate stocks, but sustainable rally won’t come until solid evidence of support for private developers – JPMorgan >>>
REAL ESTATE STOCKS Chinese property developers stocks, bonds rally on expectation of further policy support >>>
POLICY & REGULATION REAL ESTATE Chinese regulators told banks to maintain real estate loan growth, drafting whitelist of developers for financing support – report >>>
DATA REAL ESTATE VIEWS & ANALYSIS Average home mortgage rates in China’s major cities fell further in Nov, waiting time for loan approval hit shortest since 2019 – research >>>
REAL ESTATE STOCKS Chinese property developers rallied in Hong Kong after regulators pledged further support >>>
MACRO POLICY & REGULATION REAL ESTATE Chinese financial regulators held meeting with financial institutions on credit expansion, real estate financing, local government debt risks >>>
DATA REAL ESTATE China’s new home prices fell for fourth straight month in Oct, fewest cities saw second-hand home price rise since Oct 2014 >>>
DATA MACRO REAL ESTATE China’s property sales, real estate investment fell at faster pace despite government support >>>
REAL ESTATE VIEWS & ANALYSIS Vicious cycle in China’s real estate sector gradually broken as policy to ensure property delivery takes effect – CITIC Securities >>>
BONDS MACRO POLICY & REGULATION REAL ESTATE STOCKS Chinese property developers’ shares, bonds rallied on expectation of more government support >>>
BONDS DATA REAL ESTATE VIEWS & ANALYSIS Major Chinese property developers’ fundraising tumbled over 40% in Oct to hit new low since 2020 – research >>>
BONDS COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS China Vanke gets clear support from government, state shareholder, liquidity risk manageable – HSBC Global Research >>>
BONDS COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS China Vank’s meeting should improve institutional investors’ sentiment, but some issues remain unresolved – UBS >>>
POLICY & REGULATION REAL ESTATE Chinese government to guard against excessive corrections in housing market – PBOC official >>>
BONDS REAL ESTATE China Vanke promised to make debt payments on time, Shenzhen state asset regulator pledged support >>>
DATA REAL ESTATE China’s top 100 homebuilders’ land spending in Jan – Oct fell at slower pace, Oct spending surged on month – research >>>
DATA REAL ESTATE More Chinese cities saw home price decline in Oct, 2nd-hand home prices fell at faster pace – research >>>
DATA REAL ESTATE China’s top 100 property developers saw Oct sales slide about 30% from a year earlier – research >>>
DATA REAL ESTATE China’s new home prices fell at slower pace in Sept, prices in top-tier cities stopped falling, lower tier-cities saw further declines >>.