Tightening Supply for China's Property Sector Should Help Extend Recovery -- Market Talk

Dow Jones17:39

0939 GMT - The tightening supply pipeline of China's property sector should help extend the recovery, HSBC Global Research analysts write in a note. Shenzhen's fast-declining inventories are already improving sell-through for premium projects, they add. Sold area has consistently exceeded new starts, rapidly drawing down stock that is under construction but not yet approved for sales, they say. Remaining inventory is increasingly skewed towards completed units and projects yet to commence construction, they add. HSBC Global Research still expects this year to be an inflection point, with prices stabilization and better sales in key cities, they say.(jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

May 18, 2026 05:39 ET (09:39 GMT)

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Shenzhen's fast-declining inventories are already improving sell-through for premium projects, they add. Sold area has consistently exceeded new starts, rapidly drawing down stock that is under construction but not yet approved for sales, they say. Remaining inventory is increasingly skewed towards completed units and projects yet to commence construction, they add. 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