Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Solar / In Depth: Despite market rally, doubts cloud China’s plan to end solar glut</li><li>Rating /In Depth: China’s scandal-hit credit ratings industry seeks a new beginning</li><li>Vanke /State shareholder throws Vanke new lifeline as $2 billion debt payments loom</li></ul>

Solar / In Depth: Despite market rally, doubts cloud China’s plan to end solar glutRating /In Depth: China’s scandal-hit credit ratings industry seeks a new beginningVanke /State shareholder throws Vanke new lifeline as $2 billion debt payments loom

CX Daily: Despite Market Rally, Doubts Cloud China’s Plan to End Solar Glut 

Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Founder-CEO & Chief Analyst

Real Estate Foresight

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

Predictive Analytics for China Property

Thematic (Sector/Industry)

<ul>
<li>This note is a weekly (select weeks on SK) curated selection of Chinese news articles and company announcements focused on developers in distress</li>
<li>We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market</li>
<li>We do not verify the underlying data or provide any opinion; we only select and summarise the information. See direct links to the sources</li>
</ul>


This note is a weekly (select weeks on SK) curated selection of Chinese news articles and company announcements focused on developers in distress
We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market
We do not verify the underlying data or provide any opinion; we only select and summarise the information. See direct links to the sources


China Property Developers In Distress - Weekly News & Announcements Tracker | Apr 11-17, 2025

Macroeconomics

<ul>
<li>This is a quick note with the results of Real Estate Foresight's annual <a href="https://www.smartkarma.com/insights/china-property-in-hindsight-on-2024-and-draw-the-line-2025" target="_blank" rel="noopener">'Draw the Line' survey</a>, which focused on China's new home sales for 2025</li>
<li>Responses concentrate in the -5% to -10% range but vary from -20% to +20%, vs -14% actual for 2024</li>
<li>Jan-Feb 2025 actual figure published mid-March by NBS shows an improvement from -14% to -12% (12 months rolling vs prior 12 months)</li>
</ul>


This is a quick note with the results of Real Estate Foresight's annual 'Draw the Line' survey, which focused on China's new home sales for 2025
Responses concentrate in the -5% to -10% range but vary from -20% to +20%, vs -14% actual for 2024
Jan-Feb 2025 actual figure published mid-March by NBS shows an improvement from -14% to -12% (12 months rolling vs prior 12 months)


China Property: 2025 "Draw The Line" Forecasts for New Home Sales - Results

<ul>
<li>This note is a weekly (select weeks on SK) curated selection of Chinese news articles and company announcements focused on developers in distress</li>
<li>We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market</li>
<li>We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to the sources</li>
</ul>


This note is a weekly (select weeks on SK) curated selection of Chinese news articles and company announcements focused on developers in distress
We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market
We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to the sources


China Property Developers In Distress - Weekly News & Announcements Tracker | Feb 21- 27, 2025

<ul><li>Space / Cover Story: Is China’s commercial space sector ready to blast off?</li><li>Railways /Analysis: Twists and turns abound for Chinese-built railways in Southeast Asia</li><li>Charities /In Depth: Rule change leaves some Chinese charities starving for funding</li></ul>

Space / Cover Story: Is China’s commercial space sector ready to blast off?Railways /Analysis: Twists and turns abound for Chinese-built railways in Southeast AsiaCharities /In Depth: Rule change leaves some Chinese charities starving for funding

CX Daily: Is China’s Commercial Space Sector Ready to Blast Off? 

China

China Vanke Co., Ltd. operates real estate development businesses.  The Company provides housing renovation, housing loans, real estate brokerage, and other businesses. China Vanke also operates logistics, material supply, and other businesses.

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China Vanke (000002 CH)

CX Daily: Despite Market Rally, Doubts Cloud China’s Plan to End Solar Glut

Solar / In Depth: Despite market rally, doubts cloud China’s plan to end solar glut Rating /In Depth: China’s scandal-hit credit ratings industry...

Caixin Global

China Property Developers In Distress - Weekly News & Announcements Tracker | Apr 11-17, 2025

This note is a weekly (Apr 11-17, 2025; select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert Ciemniak

China Property: 2025 "Draw The Line" Forecasts for New Home Sales - Results

This is a quick note with the results of Real Estate Foresight's annual 'Draw the Line' survey, which focused on China's new home sales for 2025.

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | Feb 21- 27, 2025

This note is a weekly (Feb 21-27, 2025, select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert Ciemniak

CX Daily: Is China’s Commercial Space Sector Ready to Blast Off?

TOP STORIES Space / Cover Story: Is China’s commercial space sector ready to blast off? On January 23, a Long March-6 rocket successfully launched...

Caixin Global

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