Goldman Sachs Shocker: China Property Valuations Crash to 2008 Crisis Levels - July 15 Report Reveals Market Reality

Goldman Sachs China Property Weekly (July 15) reveals: New home sales plunge 30% while second-hand transactions surge 16% YTD; Developer valuations crash to 0.5x P/B ratio, lowest since 2008; Urban village redevelopment emerges as demand-side catalyst, but 26-month inventory overhang persists; Market confidence severely damaged with widespread bearish price expectations. Warning: Excessive construction could worsen oversupply, policy precision crucial.

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