// Global Analysis Archive
The source indicates China’s real estate downturn persists into early 2026, with falling prices and weak demand limiting the impact of financing support measures. The effective end of the “three red lines” policy has boosted short-term sentiment, but developer restructurings, bank risk aversion, and local fiscal strain remain key constraints.
According to NBS data cited in the source, China’s housing prices continued to fall across 70 major cities in December 2025, with sharper declines in the secondary market and notable weakness in first-tier cities. The document also points to rising household and developer stress indicators, suggesting a prolonged adjustment with potential spillovers to credit conditions and consumer confidence.
The source indicates China’s real estate downturn persists into early 2026, with falling prices and weak demand limiting the impact of financing support measures. The effective end of the “three red lines” policy has boosted short-term sentiment, but developer restructurings, bank risk aversion, and local fiscal strain remain key constraints.
According to NBS data cited in the source, China’s housing prices continued to fall across 70 major cities in December 2025, with sharper declines in the secondary market and notable weakness in first-tier cities. The document also points to rising household and developer stress indicators, suggesting a prolonged adjustment with potential spillovers to credit conditions and consumer confidence.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-450 | China Property Downturn Extends Into 2026 as Deleveraging Rules Fade but Demand Remains Weak | China | 2026-01-31 | 0 | ACCESS » |
| RPT-520 | China Property Downturn Deepens: First-Tier Resale Weakness and Rising Distress Signals | China | 2025-09-19 | 0 | ACCESS » |