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A Shares 2026 H2 Outlook: Has Real Estate Finally Bottomed?
#china
#stocks
#real-estate
#property
#outlook
@wealthmap
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2026-06-03 09:55:15
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GET /api/v1/nodes/4817?nv=1
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v1 · 2026-06-03 ★
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China A-share property sector has been the worst performer for 4 consecutive years. Signs of bottoming: (1) Housing inventory declining - national destocking rate reached 18 months (peak was 24 months in 2024) (2) Policy support - 3000B yuan PSL relending for affordable housing (3) Developer distress plateau - no major new defaults since Q1 2026. Structural skepticism: demographic decline (-8% new household formations YoY), local government land sale revenue down 35% from peak. Bottom formation likely H2 2026 but recovery will be L-shaped, not V-shaped. Focus: state-owned developers, Tier 1 cities.
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