Topic：China real estate

Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.

HSBC visits Shanghai and Hangzhou property markets: supply determines the pace of sales, while completed-home sales reform has limited near-term impact

The residential markets in Shanghai and Hangzhou have improved since HSBC’s first-quarter visit, but new-home sales have slowed from their spring peak. High-quality, differentiated projects continue to sell relatively quickly, while concentrated supply has slowed sales of luxury homes; Greentown says the reform had a smaller-than-expected impact on sales from September to October.

HSBC · 2026.10.30 02:19

Citi’s 2027 outlook for China’s housing market: Prices in core cities may reach a turning point as new-home supply continues to shrink

Citi expects existing-home transactions to support total residential transaction area, with cities such as Shanghai, Beijing and Shenzhen likely to stabilize first. Meanwhile, new-home sales, development investment and inventory reduction in lower-tier cities remain under pressure.

Citi · 2026.10.30 02:25

China Property Weekly: Transactions Ease Slightly as Urban Renewal Policies Expand

In week 43, new and existing home transactions fell 4% and 5% week on week, respectively, although some new developments in Shanghai performed strongly. Goldman Sachs is optimistic about home prices in Shanghai and Shenzhen, while expecting sales by the top one hundred developers to still fall 12% year on year in October.

Goldman Sachs · 2026.10.30 02:43

Which property stocks hold up better when Hong Kong shares fall? JPMorgan answers three questions this week

Hong Kong conglomerates have generally held up better during major Hang Seng Index declines; the recent relative strength of large mainland Chinese property companies owned by the central government may reflect a rotation of capital. Hongkong Land’s LANDMARK renovation is also progressing, with tenant sales so far unaffected by construction.

J.P. Morgan · 2026.10.30 02:43

Goldman Sachs on China’s housing market: Shrinking supply to drive stabilization by 2029, with housing starts not recovering until 2032

Goldman Sachs has cut its forecast for structural housing demand in 2027–2035 by 16%, while raising its forecast for two-year home price gains in Shanghai and Shenzhen. The link between the two is a sharp contraction in new-home supply; prices, construction investment and the composition of transactions will adjust on different timelines.

Goldman Sachs · 2026.10.30 02:45

Topic：China real estate

HSBC visits Shanghai and Hangzhou property markets: supply determines the pace of sales, while completed-home sales reform has limited near-term impact

Citi’s 2027 outlook for China’s housing market: Prices in core cities may reach a turning point as new-home supply continues to shrink

China Property Weekly: Transactions Ease Slightly as Urban Renewal Policies Expand

Which property stocks hold up better when Hong Kong shares fall? JPMorgan answers three questions this week

Goldman Sachs on China’s housing market: Shrinking supply to drive stabilization by 2029, with housing starts not recovering until 2032

内地二手房成交增速回落，香港新盘热销与楼价降温并存

中国楼市分化：二手房成交回暖，房企盈利仍承压

高盛研究速览：中国楼市供给收缩，宁德时代与安川电机面临利润压力

中国楼市新旧分化加深：9月新房销售下滑，四季度仍承压

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