# China real estate
Latest news and articles about China real estate
Total: 8 articles found
China’s Housing Delivery Crisis Eases: 7.5m Previously Undelivered Homes Handed Over as Sector Shifts to Repair
China has largely resolved the acute ‘delivery difficulty’ that left millions of pre-sold homes unfinished, completing roughly 7.5 million handovers by the end of the 14th Five-Year Plan. Coordinated central and local interventions, white-list financing and legal measures have reduced immediate systemic risk, allowing developers to shift focus to debt restructuring and balance-sheet repair.
Off-Season Rebound: China’s Big-City Second‑Hand Housing Market Warms Ahead of Spring
Second‑hand home sales in China’s four first‑tier cities have warmed in January despite the traditional off‑season, led by Beijing and Shanghai where transactions rose while listings fell. The rebound is concentrated in core districts and school‑district properties and reflects a mix of policy support, reduced asking inventories and recovering buyer confidence, though price recovery remains uneven and fragile.
Vanke’s RMB82bn Loss Exposes the Perils of China’s Manager‑Led Corporate Model
Vanke reported an expected RMB82 billion net loss for 2025 and disclosed urgent liquidity pressures, prompting a subsidised rescue loan from majority shareholder Shenzhen Metro Group. The collapse highlights alleged off‑balance liquidity channelling and structural incentives that rewarded senior managers even as shareholders and creditors suffered, reviving questions about the limits of the manager‑led corporate model in China.
China Loosens 'Three Red Lines' as Property Sector Moves from Deleveraging to Stabilisation
China is effectively easing its "three red lines" deleveraging rules for property firms, with some developers no longer required to file monthly metrics. The move reflects a sector-wide shift from aggressive deleveraging to stabilisation, but analysts remain split on the timing and strength of any sustained recovery.
Three Briefings, One Signal: Beijing Mobilises Policy Tools to Stabilise China’s Housing Market
On 20 January 2026 Beijing issued a trio of policy signals — income-support planning from the NDRC, a pledge of more expansive fiscal spending from the Finance Ministry, and new urban-renewal measures from the Ministry of Natural Resources — that together amount to a coordinated boost for the real-estate sector. The package signals a strategic pivot from short-term stimulus toward building household purchasing power and accelerating redevelopment as levers for stabilising growth and consumption.
China’s Top Economist Says 2026 Is a Renters’ Market — and Urges Policy Shifts on Pensions, Gold and Quant Trading
Veteran economist Li Xunlei told attendees at a Beijing forum that China’s housing market has not finished adjusting and that, for many households, renting in 2026 may be preferable to buying. He urged tighter rules on high-frequency quantitative trading, endorsed gold as a hedge, and proposed targeted fiscal measures — including higher rural pensions and food vouchers — to shore up consumption.
China’s Property Slump Deepens in 2025: Investment, Starts and Sales All Contract Sharply
China’s 2025 property statistics show a broad contraction: development investment fell 17.2%, new housing starts dropped over 20%, and developer financing shrank 13.4%. The results reflect persistent demand weakness and tighter credit, posing risks to growth, employment and local government finances while leaving policymakers with limited but targeted easing options.
China’s Housing Market Shows Broad Weakness in December, but Shanghai Stands Out
December 2025 data from China’s National Bureau of Statistics show nationwide declines in both new and second‑hand residential prices across most cities, with year‑on‑year falls widening. Shanghai is an outlier with rising new-home prices, while Beijing, Guangzhou and Shenzhen registered notable drops, especially in the resale market.