# real estate
Latest news and articles about real estate
Total: 7 articles found
Maotai's Rally Reignites Talk of a Baijiu Bottom — But Seasonal Bounce or Structural Turn?
Kweichow Moutai’s shares and wholesale prices have both climbed in early February, rekindling speculation that China’s premium baijiu sector may be emerging from a multiyear trough. The move is supported by stronger seasonal demand, Moutai’s digital sales channel and modestly improved policy sentiment, but significant structural headwinds and divergent analyst valuations counsel caution.
China Tightens VAT Rules: New Guidance Clarifies Input Deductions, Long‑term Assets and Prepayment Obligations
China has issued three implementing measures to clarify how businesses deduct input VAT, treat high‑value long‑term assets and manage VAT prepayments, along with transitional filing changes. The rules reduce legal ambiguity but require firms to adjust accounting systems and cash‑flow planning, with construction, real estate and oil & gas particularly affected.
China’s Land-Sale Boom Collapses: Local Governments Face a Trillion‑Dollar Shortfall as Property Slump Deepens
China’s local governments saw land‑sale revenues fall for a fourth straight year in 2025, dropping to about ¥4.15 trillion and roughly halving since the 2021 peak. The slump has tightened municipal budgets, increased debt pressure and cut land‑related spending, prompting proposals for central fiscal backstops and targeted measures to stabilise the housing market in 2026.
Rotation to Liquor and Property Sends Mixed Signals as Commodities and Long Bonds Surge
China’s stock market posted a narrow gain on the Shanghai Composite as intense sector rotation lifted liquor, real estate, metals and oil names while technology chips lagged. Heavy turnover and divergent leadership, coupled with a concurrent rise in commodities and long-dated bond strength, point to rising structural volatility and mixed signals about liquidity and inflation expectations.
Three High-Level Moves in One Day Signal Beijing’s Push to Stabilise the Property Market
On January 20 Beijing rolled out three coordinated policy moves — two State Council briefings and a joint ministry notice on urban renewal — that together aim to stabilise China’s property market by boosting demand, expanding fiscal support and mobilising stock land for redevelopment. The measures are targeted rather than market-wide bailouts, and their effectiveness will depend on local implementation and fiscal capacity.
China’s Housing Minister Pushes Urban Renewal and ‘Good Homes’ to Stabilise Property Market and Lift Living Standards
China’s housing ministry has prioritised urban renewal and the construction of higher‑quality “good homes” for 2026, coupling a social objective of improving living standards with measures intended to stabilise the property market. The package includes retrofit programmes for old neighbourhoods, stricter quality standards for new homes, and institutional reforms to development and financing practices.
Chinese Stocks See Broad Sell-off While Chemicals and Property Stage a Narrow Rally
Chinese stocks fell broadly on Tuesday with the ChiNext index down 1.83%, even as chemicals and several property names rallied sharply. Market turnover rose to ¥1.85 trillion, but breadth was weak — over 3,300 stocks declined — highlighting selective buying rather than a broad-based recovery.