// Global Analysis Archive
Source reporting through late 2025 and early 2026 indicates China’s property downturn continues to weigh on household confidence, consumption, and local fiscal conditions. Policymakers are expanding targeted support (notably VAT relief on resales and local easing) while managing developer restructurings and monitoring spillovers to banks and the real economy.
China’s housing market remained under sustained pressure through late 2025, with falling prices, weak sales, and reduced household borrowing weighing on growth. Targeted project support has helped manage delivery risks, but inventory conversion and demand recovery face economic and confidence constraints.
According to NBS data cited in the source, China’s 70-city housing market saw continued year-on-year price declines in December 2025, with especially sharp drops in first-tier secondhand markets. WIND-referenced developer results suggest widespread 2025 losses, reinforcing risks of a prolonged deleveraging cycle affecting households, lenders, and growth.
Source reporting through late 2025 and early 2026 indicates China’s property downturn continues to weigh on household confidence, consumption, and local fiscal conditions. Policymakers are expanding targeted support (notably VAT relief on resales and local easing) while managing developer restructurings and monitoring spillovers to banks and the real economy.
China’s housing market remained under sustained pressure through late 2025, with falling prices, weak sales, and reduced household borrowing weighing on growth. Targeted project support has helped manage delivery risks, but inventory conversion and demand recovery face economic and confidence constraints.
According to NBS data cited in the source, China’s 70-city housing market saw continued year-on-year price declines in December 2025, with especially sharp drops in first-tier secondhand markets. WIND-referenced developer results suggest widespread 2025 losses, reinforcing risks of a prolonged deleveraging cycle affecting households, lenders, and growth.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-148 | China Property Downturn: Policy Pivot to Stabilisation Amid Fiscal and Confidence Pressures | China Property | 2026-01-24 | 1 | ACCESS » |
| RPT-289 | China Property Downturn Deepens Into Structural Reset as Policy Support Shows Limited Traction | China | 2025-11-16 | 1 | ACCESS » |
| RPT-1459 | China Property Downturn Deepens: First-Tier Resale Weakness and Rising Balance-Sheet Stress | China | 2025-07-28 | 0 | ACCESS » |