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Intelligence Archive // China Watch

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Research Library

// Global Analysis Archive

DISPLAYING 1-10 OF 10 RECORDS — TAGGED "Household Debt"
PAGE 1 / 1
China Feb 19, 2026

China’s Youth Pessimism Signals Rising Debt Stress and Eroding Mobility

The source describes widespread online expressions of exhaustion among Chinese youth and workers, linking despair-coded language to debt burdens, housing insecurity, and weak job prospects. Anecdotes about Lunar New Year travel and small bonuses shifting behavior suggest thin household buffers and a widening credibility gap between official narratives and lived experience.

China Feb 15, 2026

China Property Downturn Deepens: First-Tier Resale Prices Slide as Defaults and Developer Losses Mount

According to NBS data cited in the source, China’s housing market weakened further in December 2025, with year-on-year price declines across 70 major cities and sharper falls in the resale segment, including first-tier cities. The document also points to rising mortgage stress, low foreclosure clearance rates, and widespread developer losses as factors that may prolong balance-sheet pressure across the economy.

China Feb 08, 2026

China Property Downturn Deepens as First-Tier Resale Prices Slide and Foreclosure Liquidity Tightens

According to the source, NBS data show 2025 property sales value fell to 8.4 trillion yuan, with December 2025 price declines across the 70-city index extending into first-tier resale markets. The document suggests rising negative equity and weak foreclosure clearance rates may amplify banking and household balance-sheet stress, prolonging the sector’s adjustment.

China Jan 28, 2026

China Property Downturn Deepens as Resale Prices Slide and Foreclosure Liquidity Tightens

According to the source, NBS data released on 19 Jan. 2026 show that housing prices across 70 major cities continued to fall in December 2025, with sharper declines in the secondary market including first-tier cities. The document also suggests rising negative equity pressures, weak foreclosure sale-through rates, and continued developer losses, indicating a prolonged adjustment cycle.

China Dec 10, 2025

China Property Downturn Deepens as Resale Prices Slide and Foreclosure Liquidity Tightens

According to the source, NBS data released in January 2026 show that 2025 property sales fell sharply from the 2021 peak and that December 2025 price declines broadened across the 70-city sample, including first-tier resale markets. The document suggests rising negative equity, weak foreclosure recoveries, and widespread developer losses are reinforcing a confidence-driven contraction.

China Nov 27, 2025

China Property Downturn Deepens: First-Tier Resale Prices Slide as Foreclosure Liquidity Tightens

According to NBS data cited in the source, housing prices across 70 major cities continued to fall in December 2025, with sharper declines in the secondary market and notable weakness in first-tier cities. The document also suggests impaired foreclosure recoveries and widespread developer losses, raising risks to bank collateral values and household balance sheets.

China Nov 18, 2025

China Property Downturn Deepens: Resale Prices Slide in Top-Tier Cities as Distress Signals Spread

According to NBS data cited in the source, housing prices across 70 major cities continued to fall through December 2025, with sharper declines in the secondary market and notable weakness in first-tier cities. The document suggests rising household negative equity, low foreclosure clearance, and widespread developer losses are reinforcing a prolonged adjustment cycle.

China Oct 20, 2025

China Property Downturn Deepens: First-Tier Resale Prices Slide as Foreclosure Overhang Grows

Official data cited in the document indicate broad price declines across China’s 70 major cities through December 2025, with sharper weakness in the secondary market including notable drops in first-tier cities. The source suggests rising mortgage stress, low foreclosure clearance rates, and widespread developer losses are reinforcing a prolonged deleveraging cycle.

China Aug 11, 2025

China Property Downturn Deepens: First-Tier Price Weakness and Illiquid Foreclosures Signal Prolonged Stress

According to the source, NBS data show 2025 property sales fell to 8.4 trillion yuan—about half the 2021 peak—while December 2025 price declines broadened across 70 cities and included major first-tier markets. The document also suggests rising mortgage distress, low foreclosure auction clearance, and widespread developer losses, pointing to a potentially extended adjustment cycle.

China Jul 06, 2025

China Property Downturn Deepens: First-Tier Resale Weakness and Rising Balance-Sheet Stress

According to NBS data cited in the source, December 2025 saw broad price declines across 70 major cities, with sharper drops in the secondary market and notable weakness in first-tier cities. The document also points to contracting sales and investment, widespread developer losses, and signs of mortgage and foreclosure stress that may extend the adjustment timeline.

China

China’s Youth Pessimism Signals Rising Debt Stress and Eroding Mobility

The source describes widespread online expressions of exhaustion among Chinese youth and workers, linking despair-coded language to debt burdens, housing insecurity, and weak job prospects. Anecdotes about Lunar New Year travel and small bonuses shifting behavior suggest thin household buffers and a widening credibility gap between official narratives and lived experience.

Feb 19, 2026 0 views
ACCESS »
China

China Property Downturn Deepens: First-Tier Resale Prices Slide as Defaults and Developer Losses Mount

According to NBS data cited in the source, China’s housing market weakened further in December 2025, with year-on-year price declines across 70 major cities and sharper falls in the resale segment, including first-tier cities. The document also points to rising mortgage stress, low foreclosure clearance rates, and widespread developer losses as factors that may prolong balance-sheet pressure across the economy.

Feb 15, 2026 0 views
ACCESS »
China

China Property Downturn Deepens as First-Tier Resale Prices Slide and Foreclosure Liquidity Tightens

According to the source, NBS data show 2025 property sales value fell to 8.4 trillion yuan, with December 2025 price declines across the 70-city index extending into first-tier resale markets. The document suggests rising negative equity and weak foreclosure clearance rates may amplify banking and household balance-sheet stress, prolonging the sector’s adjustment.

Feb 08, 2026 0 views
ACCESS »
China

China Property Downturn Deepens as Resale Prices Slide and Foreclosure Liquidity Tightens

According to the source, NBS data released on 19 Jan. 2026 show that housing prices across 70 major cities continued to fall in December 2025, with sharper declines in the secondary market including first-tier cities. The document also suggests rising negative equity pressures, weak foreclosure sale-through rates, and continued developer losses, indicating a prolonged adjustment cycle.

Jan 28, 2026 1 views
ACCESS »
China

China Property Downturn Deepens as Resale Prices Slide and Foreclosure Liquidity Tightens

According to the source, NBS data released in January 2026 show that 2025 property sales fell sharply from the 2021 peak and that December 2025 price declines broadened across the 70-city sample, including first-tier resale markets. The document suggests rising negative equity, weak foreclosure recoveries, and widespread developer losses are reinforcing a confidence-driven contraction.

Dec 10, 2025 0 views
ACCESS »
China

China Property Downturn Deepens: First-Tier Resale Prices Slide as Foreclosure Liquidity Tightens

According to NBS data cited in the source, housing prices across 70 major cities continued to fall in December 2025, with sharper declines in the secondary market and notable weakness in first-tier cities. The document also suggests impaired foreclosure recoveries and widespread developer losses, raising risks to bank collateral values and household balance sheets.

Nov 27, 2025 0 views
ACCESS »
China

China Property Downturn Deepens: Resale Prices Slide in Top-Tier Cities as Distress Signals Spread

According to NBS data cited in the source, housing prices across 70 major cities continued to fall through December 2025, with sharper declines in the secondary market and notable weakness in first-tier cities. The document suggests rising household negative equity, low foreclosure clearance, and widespread developer losses are reinforcing a prolonged adjustment cycle.

Nov 18, 2025 1 views
ACCESS »
China

China Property Downturn Deepens: First-Tier Resale Prices Slide as Foreclosure Overhang Grows

Official data cited in the document indicate broad price declines across China’s 70 major cities through December 2025, with sharper weakness in the secondary market including notable drops in first-tier cities. The source suggests rising mortgage stress, low foreclosure clearance rates, and widespread developer losses are reinforcing a prolonged deleveraging cycle.

Oct 20, 2025 0 views
ACCESS »
China

China Property Downturn Deepens: First-Tier Price Weakness and Illiquid Foreclosures Signal Prolonged Stress

According to the source, NBS data show 2025 property sales fell to 8.4 trillion yuan—about half the 2021 peak—while December 2025 price declines broadened across 70 cities and included major first-tier markets. The document also suggests rising mortgage distress, low foreclosure auction clearance, and widespread developer losses, pointing to a potentially extended adjustment cycle.

Aug 11, 2025 0 views
ACCESS »
China

China Property Downturn Deepens: First-Tier Resale Weakness and Rising Balance-Sheet Stress

According to NBS data cited in the source, December 2025 saw broad price declines across 70 major cities, with sharper drops in the secondary market and notable weakness in first-tier cities. The document also points to contracting sales and investment, widespread developer losses, and signs of mortgage and foreclosure stress that may extend the adjustment timeline.

Jul 06, 2025 0 views
ACCESS »
ID Title Category Date Views
RPT-1382 China’s Youth Pessimism Signals Rising Debt Stress and Eroding Mobility China 2026-02-19 0 ACCESS »
RPT-1170 China Property Downturn Deepens: First-Tier Resale Prices Slide as Defaults and Developer Losses Mount China 2026-02-15 0 ACCESS »
RPT-853 China Property Downturn Deepens as First-Tier Resale Prices Slide and Foreclosure Liquidity Tightens China 2026-02-08 0 ACCESS »
RPT-292 China Property Downturn Deepens as Resale Prices Slide and Foreclosure Liquidity Tightens China 2026-01-28 1 ACCESS »
RPT-927 China Property Downturn Deepens as Resale Prices Slide and Foreclosure Liquidity Tightens China 2025-12-10 0 ACCESS »
RPT-1441 China Property Downturn Deepens: First-Tier Resale Prices Slide as Foreclosure Liquidity Tightens China 2025-11-27 0 ACCESS »
RPT-298 China Property Downturn Deepens: Resale Prices Slide in Top-Tier Cities as Distress Signals Spread China 2025-11-18 1 ACCESS »
RPT-1347 China Property Downturn Deepens: First-Tier Resale Prices Slide as Foreclosure Overhang Grows China 2025-10-20 0 ACCESS »
RPT-895 China Property Downturn Deepens: First-Tier Price Weakness and Illiquid Foreclosures Signal Prolonged Stress China 2025-08-11 0 ACCESS »
RPT-1210 China Property Downturn Deepens: First-Tier Resale Weakness and Rising Balance-Sheet Stress China 2025-07-06 0 ACCESS »
Page 1 of 1 • 10 total reports